EdgeMarket › What Electron Capital Partners, Llc reported owning
What Electron Capital Partners, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.6BPositions
46Quarter
2026-03-31Shown below
44largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| MTZ MASTEC INC | 229.4M | 9.0% | 713.0K | 266.26 | +54.3% |
| NEE NEXTERA ENERGY INC | 189.5M | 7.4% | 2.0M | 83.65 | +9.8% |
| XEL XCEL ENERGY INC | 152.4M | 6.0% | 1.9M | 76.30 | +4.3% |
| FE FIRSTENERGY CORP | 151.6M | 5.9% | 3.0M | 45.96 | +5.5% |
| ETR ENTERGY CORP /DE/ | 142.2M | 5.6% | 1.3M | 104.62 | +16.5% |
| COHR COHERENT CORP. | 107.7M | 4.2% | 452.0K | 289.52 | +234.5% |
| DOW DOW INC. | 79.9M | 3.1% | 1.9M | 32.35 | +34.3% |
| WMB WILLIAMS COMPANIES, INC. | 79.3M | 3.1% | 1.1M | 70.49 | +23.2% |
| CEG Constellation Energy Corp | 62.2M | 2.4% | 222.7K | 272.88 | -13.2% |
| ULS UL Solutions Inc. | 61.2M | 2.4% | 713.9K | 75.06 | +12.2% |
| PCG PG&E Corp | 61.2M | 2.4% | 3.5M | 17.60 | +14.6% |
| JCI Johnson Controls International plc | 60.7M | 2.4% | 463.9K | 143.05 | +35.0% |
| NRG NRG ENERGY, INC. | 59.5M | 2.3% | 406.8K | 113.11 | -23.7% |
| XLU State Street Utilities Select Sector SPDR ETF | 56.9M | 2.2% | 1.2M | 42.77 | -0.7% |
| FDX FEDEX CORP | 56.7M | 2.2% | 159.2K | 325.08 | +43.1% |
| CHRW C. H. ROBINSON WORLDWIDE, INC. | 56.7M | 2.2% | 341.4K | 141.63 | +17.0% |
| SEDG SOLAREDGE TECHNOLOGIES, INC. | 55.1M | 2.2% | 1.1M | 30.83 | -3.8% |
| FLEX FLEX LTD. | 52.3M | 2.0% | 798.8K | 110.45 | +124.9% |
| KEYS Keysight Technologies, Inc. | 46.6M | 1.8% | 165.0K | 316.13 | +99.4% |
| CGNX COGNEX CORP | 43.5M | 1.7% | 888.6K | 60.54 | +41.7% |
| ALB ALBEMARLE CORP | 39.9M | 1.6% | 222.3K | 143.25 | +83.4% |
| GDS GDS Holdings Ltd | 31.5M | 1.2% | 781.0K | 32.85 | -3.1% |
| EOSE Eos Energy Enterprises, Inc. | 26.7M | 1.0% | 5.4M | 3.81 | -36.4% |
| TE T1 Energy Inc. | 26.0M | 1.0% | 5.9M | 4.42 | +232.3% |
| EIX EDISON INTERNATIONAL | 24.9M | 1.0% | 339.7K | 71.59 | +27.9% |
| ENVX Enovix Corp | 24.0M | 0.9% | 4.6M | 3.38 | -66.5% |
| AES AES CORP | 22.5M | 0.9% | 1.6M | 14.77 | +11.9% |
| MWH SOLV Energy, Inc. | 21.7M | 0.8% | 721.3K | 28.34 | — |
| BA BOEING CO | 18.6M | 0.7% | 93.7K | 214.20 | -5.1% |
| ENPH Enphase Energy, Inc. | 18.5M | 0.7% | 488.9K | 38.61 | +8.2% |
| NPKI NPK International Inc. | 15.9M | 0.6% | 1.1M | 13.68 | +38.2% |
| FPS Forgent Power Solutions, Inc. | 15.5M | 0.6% | 528.7K | 33.18 | — |
| GEV GE Vernova Inc. | 12.5M | 0.5% | 14.3K | 956.85 | +58.3% |
| VRT Vertiv Holdings Co | 6.8M | 0.3% | 26.9K | 261.95 | +105.4% |
| PWR QUANTA SERVICES, INC. | 5.2M | 0.2% | 9.4K | 639.34 | +70.1% |
| OPAL OPAL Fuels Inc. | 4.5M | 0.2% | 1.8M | 2.12 | -7.4% |
| NXT Nextpower Inc. | 3.3M | 0.1% | 27.2K | 86.18 | +30.3% |
| ARRY Array Technologies, Inc. | 2.9M | 0.1% | 395.9K | 4.69 | -47.5% |
| HSAI Hesai Group | 1.2M | 0.0% | 60.7K | 19.10 | -26.3% |
| WRD WeRide Inc. | 1.1M | 0.0% | 133.9K | 6.45 | -28.4% |
| PONY Pony AI Inc. | 475.5K | 0.0% | 50.4K | 8.23 | -44.7% |
| FTCI FTC Solar, Inc. | 341.0K | 0.0% | 90.2K | 2.13 | -63.0% |
| EH EHang Holdings Ltd | 331.8K | 0.0% | 34.2K | 5.51 | -68.1% |
| unmapped CUSIP 78397Q117 | 10.1K | 0.0% | 239.8K | — | — |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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