Electron Capital Partners, LLC
Follow13F filer, CIK 1586986, NEW YORK, NY
Electron Capital Partners, LLC reported $2,504,858,962 across 46 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 60.63% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001012975-26-000779
- Period
- 2026-06-30
- Reported value
- $2.5B
- Holdings
- 46
- Top 10 weight
- 60.63%
- New
- 10
- Sold out
- 10
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| FLEXadded | +928,941 | $151M |
| FDXFnew | +366,682 | $55.4M |
| CVNAnew | +813,127 | $53.5M |
| XELadded | +603,406 | $48.5M |
| GLWnew | +163,766 | $41.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| DOWexited | -1,917,631 | -$79.9M |
| COHRreduced | -174,881 | -$69M |
| XLUexited | -1,240,257 | -$56.9M |
| FDXexited | -159,165 | -$56.7M |
| FEreduced | -944,938 | -$44.9M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001012975-26-000779, largest first. % of portfolio is the value over $2,504,858,962, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| FLEXFLEX LTD | 1,727,715 | $280M | 11.18% | +928,941 | Timeline | ||
| MTZMASTEC INC | 620,190 | $258M | 10.3% | -92,823 | Timeline | ||
| XELXCEL ENERGY INC | 2,522,174 | $203M | 8.09% | +603,406 | Timeline | ||
| NEENEXTERA ENERGY INC | 1,932,900 | $170M | 6.77% | -107,130 | Timeline | ||
| ETRENTERGY CORP NEW | 1,340,648 | $154M | 6.15% | +75,328 | Timeline | ||
| COHRCOHERENT CORP | 277,072 | $109M | 4.36% | -174,881 | Timeline | ||
| FEFIRSTENERGY CORP | 2,046,976 | $97.3M | 3.88% | -944,938 | Timeline | ||
| JCIJOHNSON CONTROLS INTERNATION | 622,330 | $90.9M | 3.63% | +158,429 | Timeline | ||
| WMBWILLIAMS COS INC | 1,154,694 | $85.8M | 3.43% | +64,825 | Timeline | ||
| CEGCONSTELLATION ENERGY CORP | 286,137 | $71.1M | 2.84% | +63,413 | Timeline | ||
| CGNXCOGNEX CORP | 967,843 | $70.1M | 2.8% | +79,229 | Timeline | ||
| KEYSKEYSIGHT TECHNOLOGIES INC | 199,931 | $70M | 2.79% | +34,905 | Timeline | ||
| CHRWC H ROBINSON WORLDWIDE IN | 359,077 | $67.6M | 2.7% | +17,721 | Timeline | ||
| PCGPG&E CORP | 3,679,420 | $61.9M | 2.47% | +198,038 | Timeline | ||
| FDXFFEDEX FGHT HLDG CO INC | 366,682 | $55.4M | 2.21% | new | Timeline | ||
| ULSUL SOLUTIONS INC | 530,585 | $54M | 2.16% | -183,356 | Timeline | ||
| CVNACARVANA CO | 813,127 | $53.5M | 2.14% | new | Timeline | ||
| NRGNRG ENERGY INC | 357,635 | $52.2M | 2.09% | -49,200 | Timeline | ||
| GLWCORNING INC | 163,766 | $41.8M | 1.67% | new | Timeline | ||
| PRIMPRIMORIS SVCS CORP | 415,103 | $41.1M | 1.64% | new | Timeline | ||
| SEDGSOLAREDGE TECHNOLOGIES INC | 672,680 | $39.3M | 1.57% | -405,998 | Timeline | ||
| EOSEEOS ENERGY ENTERPRISES INC | 6,681,859 | $39.3M | 1.57% | +1,302,198 | Timeline | ||
| ESEVERSOURCE ENERGY | 507,164 | $36.7M | 1.46% | new | Timeline | ||
| ENVXENOVIX CORPORATION | 4,788,098 | $29.1M | 1.16% | +159,781 | Timeline | ||
| TET1 ENERGY INC | 2,931,918 | $27.8M | 1.11% | -2,997,667 | Timeline | ||
| WOLFWOLFSPEED INC | 571,267 | $27.6M | 1.1% | new | Timeline | ||
| EIXEDISON INTL | 358,124 | $26.7M | 1.06% | +18,455 | Timeline | ||
| MWHSOLV ENERGY INC | 749,386 | $25.5M | 1.02% | +28,088 | Timeline | ||
| GDSGDS HLDGS LTD | 831,889 | $25M | 1% | +50,910 | Timeline | ||
| RIGTRANSOCEAN LTD | 4,652,185 | $22.7M | 0.91% | new | Timeline | ||
| NXTNEXTPOWER INC | 178,035 | $21.2M | 0.85% | +150,848 | Timeline | ||
| NPKINPK INTERNATIONAL INC | 1,169,304 | $18.6M | 0.74% | +69,361 | Timeline | ||
| ALBALBEMARLE CORP | 137,253 | $18.5M | 0.74% | -85,054 | Timeline | ||
| GEVGE VERNOVA INC | 14,175 | $16.7M | 0.66% | -146 | Timeline | ||
| FRVOFERVO ENERGY CO | 459,840 | $13.4M | 0.54% | new | Timeline | ||
| VRTVERTIV HOLDINGS CO | 26,670 | $8.93M | 0.36% | -275 | Timeline | ||
| PWRQUANTA SVCS INC | 9,312 | $6.71M | 0.27% | -96 | Timeline | ||
| XIFRXPLR INFRASTRUCTURE LP | 342,633 | $4.05M | 0.16% | new | Timeline | ||
| OPALOPAL FUELS INC | 1,800,000 | $3.96M | 0.16% | 0 | Timeline | ||
| ARRYARRAY TECHNOLOGIES INC | 391,887 | $2.9M | 0.12% | -4,041 | Timeline | ||
| NIONIO INC | 284,515 | $1.44M | 0.06% | new | Timeline | ||
| HSAIHESAI GROUP | 60,050 | $1.09M | 0.04% | -620 | Timeline | ||
| WRDWERIDE INC | 132,500 | $771K | 0.03% | -1,367 | Timeline | ||
| PONYPONY AI INC | 49,853 | $346K | 0.01% | -514 | Timeline | ||
| EHEHANG HLDGS LTD | 33,825 | $222K | 0.01% | -349 | Timeline | ||
| SESCWSES AI CORPORATION | 239,752 | $7.95K | <0.01% | 0 | Timeline |
Sold out in Q2 2026
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| SPYSTATE STR SPDR S&P 500 ETF T | 518,000 | $337M | put |
| CEGCONSTELLATION ENERGY CORP | 320,000 | $89.4M | call |
| DOWDOW HLDGS INC | 1,917,631 | $79.9M | shares |
| XLUSELECT SECTOR SPDR TR | 1,240,257 | $56.9M | shares |
| FDXFEDEX CORP | 159,165 | $56.7M | shares |
| AESAES CORP | 1,598,292 | $22.5M | shares |
| BABOEING CO | 93,653 | $18.6M | shares |
| ENPHENPHASE ENERGY INC | 488,852 | $18.5M | shares |
| FPSFORGENT POWER SOLUTIONS INC | 528,663 | $15.5M | shares |
| FTCIFTC SOLAR INC | 90,201 | $341K | shares |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001012975-26-000779 | base | 2026-08-14 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001012975-26-000779 | Quarter ended 2026-06-30 | 2026-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-26-000446 | Quarter ended 2026-03-31 | 2026-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001012975-26-000183 | Quarter ended 2025-12-31 | 2026-02-19 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-26-000156 | Quarter ended 2025-12-31 | 2026-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-25-000783 | Quarter ended 2025-09-30 | 2025-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-25-000448 | Quarter ended 2025-06-30 | 2025-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-25-000246 | Quarter ended 2025-03-31 | 2025-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-25-000098 | Quarter ended 2024-12-31 | 2025-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-24-000478 | Quarter ended 2024-09-30 | 2024-11-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001012975-24-000342 | Quarter ended 2024-06-30 | 2024-08-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001012975-24-000341 | Quarter ended 2024-06-30 | 2024-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0002004220-24-000001 | Quarter ended 2024-06-30 | 2024-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-24-000213 | Quarter ended 2024-03-31 | 2024-05-15 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001012975-24-000123 | Quarter ended 2023-12-31 | 2024-03-01 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-24-000085 | Quarter ended 2023-12-31 | 2024-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-23-000462 | Quarter ended 2023-09-30 | 2023-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-23-000338 | Quarter ended 2023-06-30 | 2023-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-23-000224 | Quarter ended 2023-03-31 | 2023-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-23-000087 | Quarter ended 2022-12-31 | 2023-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-22-000489 | Quarter ended 2022-09-30 | 2022-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-22-000359 | Quarter ended 2022-06-30 | 2022-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-22-000231 | Quarter ended 2022-03-31 | 2022-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-22-000084 | Quarter ended 2021-12-31 | 2022-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-21-000450 | Quarter ended 2021-09-30 | 2021-11-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-21-000321 | Quarter ended 2021-06-30 | 2021-08-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-21-000214 | Quarter ended 2021-03-31 | 2021-05-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-21-000091 | Quarter ended 2020-12-31 | 2021-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-20-000822 | Quarter ended 2020-09-30 | 2020-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-20-000697 | Quarter ended 2020-06-30 | 2020-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-20-000448 | Quarter ended 2020-03-31 | 2020-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-20-000130 | Quarter ended 2019-12-31 | 2020-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-19-000692 | Quarter ended 2019-09-30 | 2019-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-19-000566 | Quarter ended 2019-06-30 | 2019-08-14 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001012975-19-000409 | Quarter ended 2019-03-31 | 2019-06-05 | acceptance time not in the bulk data set | |
| 13F-HR/A 0001012975-19-000386 | Quarter ended 2019-03-31 | 2019-05-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-19-000366 | Quarter ended 2019-03-31 | 2019-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-19-000163 | Quarter ended 2018-12-31 | 2019-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-18-001225 | Quarter ended 2018-09-30 | 2018-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-18-001016 | Quarter ended 2018-06-30 | 2018-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-18-000418 | Quarter ended 2018-03-31 | 2018-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-18-000173 | Quarter ended 2017-12-31 | 2018-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-17-000829 | Quarter ended 2017-09-30 | 2017-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-17-000604 | Quarter ended 2017-06-30 | 2017-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-17-000409 | Quarter ended 2017-03-31 | 2017-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-17-000123 | Quarter ended 2016-12-31 | 2017-02-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-16-001571 | Quarter ended 2016-09-30 | 2016-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-16-001417 | Quarter ended 2016-06-30 | 2016-08-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-16-001248 | Quarter ended 2016-03-31 | 2016-05-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-16-001024 | Quarter ended 2015-12-31 | 2016-02-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-15-000780 | Quarter ended 2015-09-30 | 2015-11-16 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-15-000627 | Quarter ended 2015-06-30 | 2015-08-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-15-000401 | Quarter ended 2015-03-31 | 2015-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-15-000131 | Quarter ended 2014-12-31 | 2015-02-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-14-000729 | Quarter ended 2014-09-30 | 2014-11-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-14-000473 | Quarter ended 2014-06-30 | 2014-07-11 | acceptance time not in the bulk data set | |
| 13F-HR 0001012975-14-000324 | Quarter ended 2014-03-31 | 2014-05-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001140361-14-007940 | Quarter ended 2013-12-31 | 2014-02-14 | acceptance time not in the bulk data set |