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Electron Capital Partners, LLC

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13F filer, CIK 1586986, NEW YORK, NY

Electron Capital Partners, LLC reported $2,554,810,217 across 46 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 58.97% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001012975-26-000446

Period
2026-03-31
Reported value
$2.55B
Holdings
46
Top 10 weight
58.97%
New
13
Sold out
7

Part of the filer group Electron Capital Partners, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DOWnew+1,917,631$79.9M
FEadded+1,519,737$77M
NRGnew+406,835$59.5M
XLUnew+1,240,257$56.9M
FDXnew+159,165$56.7M

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

SecurityShares changeApprox. value
MMMexited-801,662-$128M
CEGreduced-357,541-$99.8M
PWRreduced-170,234-$93.5M
JCIreduced-675,690-$88.5M
NXTreduced-604,539-$72.9M

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, Q1 2026

Share positions as resolved from 13F-HR 0001012975-26-000446, largest first. % of portfolio is the value over $2,128,574,097, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,266,569 shares; 2024Q4: 1,036,909 shares; 2025Q1: 732,829 shares; 2025Q2: 747,333 shares; 2025Q3: 819,091 shares; 2025Q4: 804,303 shares; 2026Q1: 713,013 shares 713,013$229M10.78%-91,290Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 902,624 shares; 2024Q4: 875,530 shares; 2025Q1: 894,782 shares; 2025Q2: 1,622,818 shares; 2025Q3: 1,967,208 shares; 2025Q4: 1,767,427 shares; 2026Q1: 2,040,030 shares 2,040,030$189M8.9%+272,603Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 809,362 shares; 2024Q4: 992,120 shares; 2025Q1: 1,921,636 shares; 2025Q2: 1,728,063 shares; 2025Q3: 1,680,811 shares; 2025Q4: 1,936,695 shares; 2026Q1: 1,918,768 shares 1,918,768$152M7.16%-17,927Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,472,177 shares; 2026Q1: 2,991,914 shares 2,991,914$152M7.12%+1,519,737Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 607,003 shares; 2024Q4: 1,019,310 shares; 2025Q1: 637,189 shares; 2025Q2: 489,476 shares; 2025Q3: 1,539,709 shares; 2025Q4: 1,440,084 shares; 2026Q1: 1,265,320 shares 1,265,320$142M6.68%-174,764Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,145 shares; 2026Q1: 451,953 shares 451,953$108M5.06%-48,192Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,917,631 shares 1,917,631$79.9M3.75%newTimeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,085,885 shares; 2026Q1: 1,089,869 shares 1,089,869$79.3M3.73%+3,984Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 884,633 shares; 2024Q4: 782,155 shares; 2025Q1: 693,983 shares; 2025Q2: 612,409 shares; 2025Q3: 583,282 shares; 2025Q4: 580,265 shares; 2026Q1: 222,724 shares 222,724$62.2M2.92%-357,541Timeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 625,281 shares; 2025Q3: 786,323 shares; 2025Q4: 855,439 shares; 2026Q1: 713,941 shares 713,941$61.2M2.87%-141,498Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,552,920 shares; 2024Q4: 4,659,729 shares; 2025Q1: 2,100,546 shares; 2025Q2: 1,918,031 shares; 2025Q3: 1,990,264 shares; 2025Q4: 2,367,959 shares; 2026Q1: 3,481,382 shares 3,481,382$61.2M2.87%+1,113,423Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 776,573 shares; 2024Q4: 752,425 shares; 2025Q1: 780,983 shares; 2025Q2: 1,353,241 shares; 2025Q3: 1,070,106 shares; 2025Q4: 1,139,591 shares; 2026Q1: 463,901 shares 463,901$60.7M2.85%-675,690Timeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,016 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406,835 shares 406,835$59.5M2.79%newTimeline
XLUSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,240,257 shares 1,240,257$56.9M2.67%newTimeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 159,165 shares 159,165$56.7M2.66%newTimeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,356 shares 341,356$56.7M2.66%newTimeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833,764 shares; 2025Q3: 1,732,566 shares; 2025Q4: 1,623,822 shares; 2026Q1: 1,078,678 shares 1,078,678$55.1M2.59%-545,144Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948,159 shares; 2026Q1: 798,774 shares 798,774$52.3M2.46%-149,385Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,004 shares; 2026Q1: 165,026 shares 165,026$46.6M2.19%+4,022Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 346,041 shares; 2025Q2: 1,337,608 shares; 2025Q3: 1,385,942 shares; 2025Q4: 852,984 shares; 2026Q1: 888,614 shares 888,614$43.5M2.05%+35,630Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,307 shares 222,307$39.9M1.88%newTimeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 69,601 shares; 2025Q2: 69,444 shares; 2025Q3: 69,282 shares; 2025Q4: 105,448 shares; 2026Q1: 780,979 shares 780,979$31.5M1.48%+675,531Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,960,138 shares; 2024Q4: 5,722,916 shares; 2025Q1: 4,990,278 shares; 2025Q2: 6,979,422 shares; 2025Q3: 6,594,701 shares; 2025Q4: 6,121,896 shares; 2026Q1: 5,379,661 shares 5,379,661$26.7M1.25%-742,235Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,500,021 shares; 2026Q1: 5,929,585 shares 5,929,585$26M1.22%+2,429,564Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 942,331 shares; 2024Q4: 1,128,847 shares; 2025Q1: 434,517 shares; 2025Q2: 644,573 shares; 2025Q3: 669,296 shares; 2025Q4: 344,603 shares; 2026Q1: 339,669 shares 339,669$24.9M1.17%-4,934Timeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,629,625 shares; 2024Q4: 5,658,734 shares; 2025Q1: 6,712,763 shares; 2025Q2: 7,066,293 shares; 2025Q3: 8,038,396 shares; 2025Q4: 6,054,051 shares; 2026Q1: 4,628,317 shares 4,628,317$24M1.13%-1,425,734Timeline
AESAES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,690,391 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,598,292 shares 1,598,292$22.5M1.06%newTimeline
MWHSOLV ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721,298 shares 721,298$21.7M1.02%newTimeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 211,798 shares; 2025Q1: 49,372 shares; 2025Q2: 342,823 shares; 2025Q3: 344,523 shares; 2025Q4: 181,481 shares; 2026Q1: 93,653 shares 93,653$18.6M0.88%-87,828Timeline
ENPHENPHASE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 490,221 shares; 2024Q4: 102,600 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 488,852 shares 488,852$18.5M0.87%newTimeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099,943 shares 1,099,943$15.9M0.75%newTimeline
FPSFORGENT POWER SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 528,663 shares 528,663$15.5M0.73%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 820,836 shares; 2024Q4: 544,671 shares; 2025Q1: 261,965 shares; 2025Q2: 191,267 shares; 2025Q3: 194,548 shares; 2025Q4: 15,859 shares; 2026Q1: 14,321 shares 14,321$12.5M0.59%-1,538Timeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 241,815 shares; 2024Q4: 21,175 shares; 2025Q1: 28,384 shares; 2025Q2: 28,320 shares; 2025Q3: 28,254 shares; 2025Q4: 26,789 shares; 2026Q1: 26,945 shares 26,945$6.75M0.32%+156Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 356,483 shares; 2024Q4: 351,634 shares; 2025Q1: 249,807 shares; 2025Q2: 231,363 shares; 2025Q3: 238,728 shares; 2025Q4: 179,642 shares; 2026Q1: 9,408 shares 9,408$5.17M0.24%-170,234Timeline
OPALOPAL FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,800,000 shares; 2024Q4: 1,800,000 shares; 2025Q1: 1,800,000 shares; 2025Q2: 1,800,000 shares; 2025Q3: 1,800,000 shares; 2025Q4: 1,800,000 shares; 2026Q1: 1,800,000 shares 1,800,000$4.54M0.21%0Timeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,748 shares; 2024Q4: 27,490 shares; 2025Q1: 26,807 shares; 2025Q2: 26,747 shares; 2025Q3: 566,415 shares; 2025Q4: 631,726 shares; 2026Q1: 27,187 shares 27,187$3.28M0.15%-604,539Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,889,792 shares; 2024Q4: 2,586,904 shares; 2025Q1: 3,750,351 shares; 2025Q2: 3,753,862 shares; 2025Q3: 3,783,147 shares; 2025Q4: 2,640,417 shares; 2026Q1: 395,928 shares 395,928$2.86M0.13%-2,244,489Timeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 63,911 shares; 2025Q2: 63,767 shares; 2025Q3: 63,618 shares; 2025Q4: 60,319 shares; 2026Q1: 60,670 shares 60,670$1.16M0.05%+351Timeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,373 shares; 2025Q4: 133,094 shares; 2026Q1: 133,867 shares 133,867$1.08M0.05%+773Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,076 shares; 2026Q1: 50,367 shares 50,367$475K0.02%+291Timeline
FTCIFTC SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 89,724 shares; 2026Q1: 90,201 shares 90,201$341K0.02%+477Timeline
EHEHANG HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 26,866 shares; 2025Q1: 36,000 shares; 2025Q2: 35,919 shares; 2025Q3: 35,835 shares; 2025Q4: 33,977 shares; 2026Q1: 34,174 shares 34,174$332K0.02%+197Timeline
SESCWSES AI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 239,752 shares; 2024Q4: 239,752 shares; 2025Q1: 239,752 shares; 2025Q2: 239,752 shares; 2025Q3: 239,752 shares; 2025Q4: 239,752 shares; 2026Q1: 239,752 shares 239,752$10.1K<0.01%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput518,000$337Mnew
CEGCONSTELLATION ENERGY CORP Stockcall320,000$89.4Mnew

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MMM3M CO801,662$128Mshares
EXCEXELON CORP1,645,168$71.7Mshares
UALUNITED AIRLS HLDGS INC391,337$43.8Mshares
CATCATERPILLAR INC74,761$42.8Mshares
CVNACARVANA CO90,864$38.3Mshares
SGMLSIGMA LITHIUM CORPORATION1,112,845$14.7Mshares
SHLSSHOALS TECHNOLOGIES GROUP IN301,216$2.56Mshares

How Q1 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001012975-26-000446 base2026-05-15acceptance time not in the bulk data set