Electron Capital Partners, LLC 13F Holdings · Q2 2026
Electron Capital Partners, LLC reported 46 securities worth $2.50B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FLEX (11.18%), MTZ (10.30%), XEL (8.09%). Among its top 25 positions this quarter: 5 new, 11 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEX LTD | $280.0M | 11.18% | 1.7M | Added |
| 2 | MTZ | MASTEC INC | $258.0M | 10.30% | 620,190 | Trimmed |
| 3 | XEL | XCEL ENERGY INC | $202.5M | 8.09% | 2.5M | Added |
| 4 | NEE | NEXTERA ENERGY INC | $169.7M | 6.77% | 1.9M | Trimmed |
| 5 | ETR | ENTERGY CORP NEW | $154.0M | 6.15% | 1.3M | Added |
| 6 | COHR | COHERENT CORP | $109.3M | 4.36% | 277,072 | Trimmed |
| 7 | FE | FIRSTENERGY CORP | $97.3M | 3.88% | 2.0M | Trimmed |
| 8 | JCI | JOHNSON CONTROLS INTERNATION | $90.9M | 3.63% | 622,330 | Added |
| 9 | WMB | WILLIAMS COS INC | $85.8M | 3.43% | 1.2M | Added |
| 10 | CEG | CONSTELLATION ENERGY CORP | $71.1M | 2.84% | 286,137 | Trimmed |
| 11 | CGNX | COGNEX CORP | $70.1M | 2.80% | 967,843 | Added |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | $70.0M | 2.79% | 199,931 | Added |
| 13 | CHRW | C H ROBINSON WORLDWIDE IN | $67.6M | 2.70% | 359,077 | Added |
| 14 | PCG | PG&E CORP | $61.9M | 2.47% | 3.7M | Added |
| 15 | FDXF | FEDEX FGHT HLDG CO INC | $55.4M | 2.21% | 366,682 | New |
| 16 | ULS | UL SOLUTIONS INC | $54.0M | 2.16% | 530,585 | Trimmed |
| 17 | CVNA | CARVANA CO | $53.5M | 2.14% | 813,127 | New |
| 18 | NRG | NRG ENERGY INC | $52.2M | 2.09% | 357,635 | Trimmed |
| 19 | GLW | CORNING INC | $41.8M | 1.67% | 163,766 | New |
| 20 | PRIM | PRIMORIS SVCS CORP | $41.1M | 1.64% | 415,103 | New |
| 21 | EOSE | EOS ENERGY ENTERPRISES INC | $39.3M | 1.57% | 6.7M | Added |
| 22 | SEDG | SOLAREDGE TECHNOLOGIES INC | $39.3M | 1.57% | 672,680 | Trimmed |
| 23 | ES | EVERSOURCE ENERGY | $36.7M | 1.46% | 507,164 | New |
| 24 | ENVX | ENOVIX CORPORATION | $29.1M | 1.16% | 4.8M | Added |
| 25 | TE | T1 ENERGY INC | $27.8M | 1.11% | 2.9M | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR