Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Electron Capital Partners, LLC (CIK 1586986) reported $2.55B across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($336.9M, 13.19%), MTZ ($229.4M, 8.98%), NEE ($189.5M, 7.42%), XEL ($152.4M, 5.97%), CEG ($151.6M, 5.93%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $336.9M | 13.19% | 518,000 | New |
| 2 | MTZ | MASTEC INC | $229.4M | 8.98% | 713,013 | Trimmed |
| 3 | NEE | NEXTERA ENERGY INC | $189.5M | 7.42% | 2.0M | Added |
| 4 | XEL | XCEL ENERGY INC | $152.4M | 5.97% | 1.9M | Trimmed |
| 5 | CEG | CONSTELLATION ENERGY CORP | $151.6M | 5.93% | 542,724 | Trimmed |
| 6 | FE | FIRSTENERGY CORP | $151.6M | 5.93% | 3.0M | Added |
| 7 | ETR | ENTERGY CORP NEW | $142.2M | 5.56% | 1.3M | Trimmed |
| 8 | COHR | COHERENT CORP | $107.7M | 4.21% | 451,953 | Trimmed |
| 9 | DOW | DOW HLDGS INC | $79.9M | 3.13% | 1.9M | New |
| 10 | WMB | WILLIAMS COS INC | $79.3M | 3.10% | 1.1M | Added |
| 11 | ULS | UL SOLUTIONS INC | $61.2M | 2.40% | 713,941 | Trimmed |
| 12 | PCG | PG&E CORP | $61.2M | 2.39% | 3.5M | Added |
| 13 | JCI | JOHNSON CONTROLS INTERNATION | $60.7M | 2.38% | 463,901 | Trimmed |
| 14 | NRG | NRG ENERGY INC | $59.5M | 2.33% | 406,835 | New |
| 15 | XLU | SELECT SECTOR SPDR TR | $56.9M | 2.23% | 1.2M | New |
| 16 | CHRW | C H ROBINSON WORLDWIDE IN | $56.7M | 2.22% | 341,356 | New |
| 17 | FDX | FEDEX CORP | $56.7M | 2.22% | 159,165 | New |
| 18 | SEDG | SOLAREDGE TECHNOLOGIES INC | $55.1M | 2.16% | 1.1M | Trimmed |
| 19 | FLEX | FLEXTRONICS INTL LTD | $52.3M | 2.05% | 798,774 | Trimmed |
| 20 | KEYS | KEYSIGHT TECHNOLOGIES INC | $46.6M | 1.82% | 165,026 | Added |
| 21 | CGNX | COGNEX CORP | $43.5M | 1.70% | 888,614 | Added |
| 22 | ALB | ALBEMARLE CORP | $39.9M | 1.56% | 222,307 | New |
| 23 | GDS | GDS HLDGS LTD | $31.5M | 1.23% | 780,979 | Added |
| 24 | EOSE | EOS ENERGY ENTERPRISES INC | $26.7M | 1.04% | 5.4M | Trimmed |
| 25 | FREY | T1 ENERGY INC | $26.0M | 1.02% | 5.9M | Added |
Source: SEC Form 13F filings · as of 2026-03-31