Skip to content
Disclosery

Electron Capital Partners, LLC

Follow

13F 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

Part of the filer group Electron Capital Partners, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. 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

SecurityShares changeApprox. 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).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 948,159 shares; 2026Q1: 798,774 shares; 2026Q2: 1,727,715 shares 1,727,715$280M11.18%+928,941Timeline
MTZMASTEC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 620,190 shares 620,190$258M10.3%-92,823Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,522,174 shares 2,522,174$203M8.09%+603,406Timeline
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,932,900 shares 1,932,900$170M6.77%-107,130Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,340,648 shares 1,340,648$154M6.15%+75,328Timeline
COHRCOHERENT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 500,145 shares; 2026Q1: 451,953 shares; 2026Q2: 277,072 shares 277,072$109M4.36%-174,881Timeline
FEFIRSTENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,046,976 shares 2,046,976$97.3M3.88%-944,938Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 622,330 shares 622,330$90.9M3.63%+158,429Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,154,694 shares 1,154,694$85.8M3.43%+64,825Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 286,137 shares 286,137$71.1M2.84%+63,413Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 967,843 shares 967,843$70.1M2.8%+79,229Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 161,004 shares; 2026Q1: 165,026 shares; 2026Q2: 199,931 shares 199,931$70M2.79%+34,905Timeline
CHRWC H ROBINSON WORLDWIDE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 341,356 shares; 2026Q2: 359,077 shares 359,077$67.6M2.7%+17,721Timeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 3,679,420 shares 3,679,420$61.9M2.47%+198,038Timeline
FDXFFEDEX FGHT HLDG CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 366,682 shares 366,682$55.4M2.21%newTimeline
ULSUL SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 530,585 shares 530,585$54M2.16%-183,356Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 90,864 shares; 2026Q1: not reported; 2026Q2: 813,127 shares 813,127$53.5M2.14%newTimeline
NRGNRG ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 188,016 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 406,835 shares; 2026Q2: 357,635 shares 357,635$52.2M2.09%-49,200Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 163,766 shares 163,766$41.8M1.67%newTimeline
PRIMPRIMORIS SVCS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 415,103 shares 415,103$41.1M1.64%newTimeline
SEDGSOLAREDGE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 672,680 shares 672,680$39.3M1.57%-405,998Timeline
EOSEEOS ENERGY ENTERPRISES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 6,681,859 shares 6,681,859$39.3M1.57%+1,302,198Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 507,164 shares 507,164$36.7M1.46%newTimeline
ENVXENOVIX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 4,788,098 shares 4,788,098$29.1M1.16%+159,781Timeline
TET1 ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,931,918 shares 2,931,918$27.8M1.11%-2,997,667Timeline
WOLFWOLFSPEED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 571,267 shares 571,267$27.6M1.1%newTimeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 358,124 shares 358,124$26.7M1.06%+18,455Timeline
MWHSOLV ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 721,298 shares; 2026Q2: 749,386 shares 749,386$25.5M1.02%+28,088Timeline
GDSGDS HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 831,889 shares 831,889$25M1%+50,910Timeline
RIGTRANSOCEAN LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,652,185 shares 4,652,185$22.7M0.91%newTimeline
NXTNEXTPOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 178,035 shares 178,035$21.2M0.85%+150,848Timeline
NPKINPK INTERNATIONAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,099,943 shares; 2026Q2: 1,169,304 shares 1,169,304$18.6M0.74%+69,361Timeline
ALBALBEMARLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 222,307 shares; 2026Q2: 137,253 shares 137,253$18.5M0.74%-85,054Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 14,175 shares 14,175$16.7M0.66%-146Timeline
FRVOFERVO ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 459,840 shares 459,840$13.4M0.54%newTimeline
VRTVERTIV HOLDINGS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 26,670 shares 26,670$8.93M0.36%-275Timeline
PWRQUANTA SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 9,312 shares 9,312$6.71M0.27%-96Timeline
XIFRXPLR INFRASTRUCTURE LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 342,633 shares 342,633$4.05M0.16%newTimeline
OPALOPAL FUELS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,800,000 shares 1,800,000$3.96M0.16%0Timeline
ARRYARRAY TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 391,887 shares 391,887$2.9M0.12%-4,041Timeline
NIONIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 29,266 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 284,515 shares 284,515$1.44M0.06%newTimeline
HSAIHESAI GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 60,050 shares 60,050$1.09M0.04%-620Timeline
WRDWERIDE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 140,373 shares; 2025Q4: 133,094 shares; 2026Q1: 133,867 shares; 2026Q2: 132,500 shares 132,500$771K0.03%-1,367Timeline
PONYPONY AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 50,076 shares; 2026Q1: 50,367 shares; 2026Q2: 49,853 shares 49,853$346K0.01%-514Timeline
EHEHANG HLDGS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 33,825 shares 33,825$222K0.01%-349Timeline
SESCWSES AI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 239,752 shares 239,752$7.95K<0.01%0Timeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
SPYSTATE STR SPDR S&P 500 ETF T518,000$337Mput
CEGCONSTELLATION ENERGY CORP320,000$89.4Mcall
DOWDOW HLDGS INC1,917,631$79.9Mshares
XLUSELECT SECTOR SPDR TR1,240,257$56.9Mshares
FDXFEDEX CORP159,165$56.7Mshares
AESAES CORP1,598,292$22.5Mshares
BABOEING CO93,653$18.6Mshares
ENPHENPHASE ENERGY INC488,852$18.5Mshares
FPSFORGENT POWER SOLUTIONS INC528,663$15.5Mshares
FTCIFTC SOLAR INC90,201$341Kshares

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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001012975-26-000779 base2026-08-14acceptance time not in the bulk data set