13F-HR filed by Electron Capital Partners, LLC
Electron Capital Partners, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 46 holding rows worth $2,554,810,217.
- Accession
- 0001012975-26-000446
- Filer
- CIK 1586986
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 46 entries on the cover page, a total value of $2,554,810,217 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,554,810,217 with VALUE read as dollars as filed, 13F file number 028-16049. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerElectron GP, LLC028-16050
- included managerElectron Infrastructure GP, LLC028-19366
- included managerZhou Ran028-23999
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPY | 78462F103 | SHS | 518,000 | $336,876,120 | dollars as filed | put |
| MASTEC INC COM | 576323109 | Stock | 713,013 | $229,404,803 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 2,040,030 | $189,477,986 | dollars as filed | |
| XCELENERGY INC | 98389B100 | COM | 1,918,768 | $152,426,930 | dollars as filed | |
| FIRSTENERGY CORP | 337932107 | COM | 2,991,914 | $151,570,363 | dollars as filed | |
| ENTERGY CORP NEW COM | 29364G103 | Stock | 1,265,320 | $142,171,356 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 451,953 | $107,659,724 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 320,000 | $89,360,000 | dollars as filed | call |
| DOW HLDGS INC COM | 260557103 | Stock | 1,917,631 | $79,869,332 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 1,089,869 | $79,320,666 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 222,724 | $62,195,677 | dollars as filed | |
| UL SOLUTIONS INC | 903731107 | CLASS A COM SHS | 713,941 | $61,191,883 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 3,481,382 | $61,167,882 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 463,901 | $60,747,836 | dollars as filed | |
| NRG ENERGY INC COM NEW | 629377508 | Stock | 406,835 | $59,454,867 | dollars as filed | |
| Utilities Select Sector SPDR Fund | 81369Y886 | SHS | 1,240,257 | $56,915,394 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 159,165 | $56,691,390 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 341,356 | $56,688,991 | dollars as filed | |
| SOLAREDGE TECHNOLOGIES INC | 83417M104 | COM | 1,078,678 | $55,066,512 | dollars as filed | |
| FLEX LTD ORD | Y2573F102 | Stock | 798,774 | $52,287,746 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 165,026 | $46,598,392 | dollars as filed | |
| COGNEX CORP | 192422103 | COM | 888,614 | $43,533,199 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 222,307 | $39,910,775 | dollars as filed | |
| GDS HLDGS LTD SPONSORED ADS | 36165L108 | ADR | 780,979 | $31,465,644 | dollars as filed | |
| EOS ENERGY ENTERPRISES INC COM CL A | 29415C101 | Stock | 5,379,661 | $26,683,118 | dollars as filed | |
| T1 ENERGY INC COM NEW | 35834F104 | Stock | 5,929,585 | $26,030,878 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 339,669 | $24,856,977 | dollars as filed | |
| ENOVIX CORPORATION COM | 293594107 | Stock | 4,628,317 | $23,974,682 | dollars as filed | |
| AES CORP COM | 00130H105 | Stock | 1,598,292 | $22,519,934 | dollars as filed | |
| SOLV Energy Inc | 78475V103 | Class A Common Stock | 721,298 | $21,660,579 | dollars as filed | |
| Boeing Company | 097023105 | COM | 93,653 | $18,639,757 | dollars as filed | |
| ENPHASE ENERGY INC COM | 29355A107 | Stock | 488,852 | $18,483,495 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 1,099,943 | $15,938,174 | dollars as filed | |
| FORGENT POWER SOLUTIONS INC | 34631F102 | COM SHS CL A | 528,663 | $15,473,966 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 14,321 | $12,500,801 | dollars as filed | |
| VERTIV HOLDINGS CO COM CL A | 92537N108 | Stock | 26,945 | $6,751,877 | dollars as filed | |
| QUANTA SVCS INC | 74762E102 | COM | 9,408 | $5,165,179 | dollars as filed | |
| OPAL FUELS INC | 68347P103 | CLASS A COM | 1,800,000 | $4,536,000 | dollars as filed | |
| NEXTPOWER INC CLASS A COM | 65290E101 | Stock | 27,187 | $3,277,393 | dollars as filed | |
| ARRAY TECHNOLOGIES, INC. | 04271T100 | COM SHS | 395,928 | $2,862,561 | dollars as filed | |
| HESAI GROUP | 428050108 | SPONSORED ADS | 60,670 | $1,160,011 | dollars as filed | |
| WERIDE INC | 950915108 | SPONSORED ADS | 133,867 | $1,082,985 | dollars as filed | |
| PONY AI INC | 732908108 | SPONSORED ADS | 50,367 | $475,463 | dollars as filed | |
| FTC SOLAR INC | 30320C301 | CMN | 90,201 | $340,960 | dollars as filed | |
| EHANG HLDGS LTD ADS | 26853E102 | ADR | 34,174 | $331,830 | dollars as filed | |
| SES AI CORPORATION WT EXP 121026 | 78397Q117 | Stock | 239,752 | $10,129 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001012975-26-000446 | this filing | 2026-05-15 | acceptance time not in the bulk data set |