Electron Capital Partners, LLC
Top Portfolio Positions
43 positions ·
$2,497,884,673 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
518,000 | $336,876,120 | 13.49% | |
| MTZ |
Mastec Inc
Industrials
|
713,013 | $229,404,802 | 9.18% | |
| NEE |
Nextera Energy Inc
Utilities
|
2,040,030 | $189,477,986 | 7.59% | |
| XEL |
Xcel Energy Inc
Utilities
|
1,918,768 | $152,426,929 | 6.10% | |
| FE |
Firstenergy Corp
Utilities
|
2,991,914 | $151,570,363 | 6.07% | |
| CEG |
Constellation Energy Corp
Utilities
|
542,724 | $151,555,677 | 6.07% | |
| ETR |
Entergy Corp /De/
Utilities
|
1,265,320 | $142,171,355 | 5.69% | |
| COHR |
Coherent Corp.
Technology
|
451,953 | $107,659,724 | 4.31% | |
| DOW |
Dow Inc.
Basic Materials
|
1,917,631 | $79,869,331 | 3.20% | |
| WMB |
Williams Companies, Inc.
Energy
|
1,089,869 | $79,320,665 | 3.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CGNX
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $43,533,199 | 888,614 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $30,690,364 | 852,984 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $62,783,172 | 1,385,942 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $42,428,925 | 1,337,608 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $10,322,403 | 346,041 | Shares | Defined | 2025-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||