Electron Capital Partners
NEW YORK, NYfiles as Electron Capital Partners, LLC
$2.5bn in 46 US stocks at the end of 30 June 2026. The top 10 are 60.6% of the money. It changed about 24.9% of the portfolio this quarter.
Value
$2.5bn
Stocks
46
Top 10 share
60.6%
Turnover
24.9%
What changed this quarter
New
Bought for the first time this quarter.
- FedEx Freight Holding CompanyFDXF2.2% of the fund
- CarvanaCVNA2.1% of the fund
- CorningGLW1.7% of the fund
- Primoris ServicesPRIM1.6% of the fund
- Eversource EnergyES1.5% of the fund
- WolfspeedWOLF1.1% of the fund
- TransoceanRIG0.9% of the fund
- Fervo EnergyFRVO0.5% of the fund
- Xplr Infrastructure LPXIFR0.2% of the fund
- NIONIO<0.1% of the fund
Added
Bought more of a stock they already held.
- FlexFLEX11.2% of the fund+116%
- Xcel EnergyXEL8.1% of the fund+31%
- EntergyETR6.1% of the fund+6%
- Johnson Controls InternationalJCI3.6% of the fund+34%
- Williams CompaniesWMB3.4% of the fund+6%
- Constellation EnergyCEG2.8% of the fund+28%
- CognexCGNX2.8% of the fund+9%
- Keysight TechnologiesKEYS2.8% of the fund+21%
- C. H. Robinson WorldwideCHRW2.7% of the fund+5%
- Pg&ePCG2.5% of the fund+6%
- Eos Energy EnterprisesEOSE1.6% of the fund+24%
- EnovixENVX1.2% of the fund+3%
- Edison InternationalEIX1.1% of the fund+5%
- SOLV EnergyMWH1.0% of the fund+4%
- GDS HldgsGDS1.0% of the fund+7%
- NextpowerNXT0.8% of the fund+555%
- NPK InternationalNPKI0.7% of the fund+6%
Cut
Sold some of their stake.
- MastecMTZ10.3% of the fund-13%
- NextEra EnergyNEE6.8% of the fund-5%
- CoherentCOHR4.4% of the fund-39%
- FirstenergyFE3.9% of the fund-32%
- UL SolutionsULS2.2% of the fund-26%
- NRG EnergyNRG2.1% of the fund-12%
- Solaredge TechnologiesSEDG1.6% of the fund-38%
- T1 EnergyTE1.1% of the fund-51%
- AlbemarleALB0.7% of the fund-38%
Sold out
Sold their entire stake.
- DOWDOW-100%
- Select Sector Spdr TRXLU-100%
- FedExFDX-100%
- AESAES-100%
- BoeingBA-100%
- Enphase EnergyENPH-100%
- Forgent Power SolutionsFPS-100%
- FTC SolarFTCI-100%
Holdings
- GDS HldgsGDS
- Share
- 1.0%
- Value
- $25m
- Shares
- 831,889
+7%
- Fervo EnergyFRVO
- Share
- 0.5%
- Value
- $13m
- Shares
- 459,840
New
- Xplr Infrastructure LPXIFR
- Share
- 0.2%
- Value
- $4m
- Shares
- 342,633
New
- NIONIO
- Share
- <0.1%
- Value
- $1m
- Shares
- 284,515
New
- Hesai GroupHSAI
- Share
- <0.1%
- Value
- $1m
- Shares
- 60,050
Held
- WerideWRD
- Share
- <0.1%
- Value
- $771,150
- Shares
- 132,500
Held
- Pony AIPONY
- Share
- <0.1%
- Value
- $346,479
- Shares
- 49,853
Held
- SES AISESCW
- Share
- <0.1%
- Value
- $7,948
- Shares
- 239,752
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| FlexFLEX | 11.2% | $280m | 1,727,715 | +116% |
| MastecMTZ | 10.3% | $258m | 620,190 | -13% |
| Xcel EnergyXEL | 8.1% | $203m | 2,522,174 | +31% |
| NextEra EnergyNEE | 6.8% | $170m | 1,932,900 | -5% |
| EntergyETR | 6.1% | $154m | 1,340,648 | +6% |
| CoherentCOHR | 4.4% | $109m | 277,072 | -39% |
| FirstenergyFE | 3.9% | $97m | 2,046,976 | -32% |
| Johnson Controls InternationalJCI | 3.6% | $91m | 622,330 | +34% |
| Williams CompaniesWMB | 3.4% | $86m | 1,154,694 | +6% |
| Constellation EnergyCEG | 2.8% | $71m | 286,137 | +28% |
| CognexCGNX | 2.8% | $70m | 967,843 | +9% |
| Keysight TechnologiesKEYS | 2.8% | $70m | 199,931 | +21% |
| C. H. Robinson WorldwideCHRW | 2.7% | $68m | 359,077 | +5% |
| Pg&ePCG | 2.5% | $62m | 3,679,420 | +6% |
| FedEx Freight Holding CompanyFDXF | 2.2% | $55m | 366,682 | New |
| UL SolutionsULS | 2.2% | $54m | 530,585 | -26% |
| CarvanaCVNA | 2.1% | $54m | 813,127 | New |
| NRG EnergyNRG | 2.1% | $52m | 357,635 | -12% |
| CorningGLW | 1.7% | $42m | 163,766 | New |
| Primoris ServicesPRIM | 1.6% | $41m | 415,103 | New |
| Solaredge TechnologiesSEDG | 1.6% | $39m | 672,680 | -38% |
| Eos Energy EnterprisesEOSE | 1.6% | $39m | 6,681,859 | +24% |
| Eversource EnergyES | 1.5% | $37m | 507,164 | New |
| EnovixENVX | 1.2% | $29m | 4,788,098 | +3% |
| T1 EnergyTE | 1.1% | $28m | 2,931,918 | -51% |
| WolfspeedWOLF | 1.1% | $28m | 571,267 | New |
| Edison InternationalEIX | 1.1% | $27m | 358,124 | +5% |
| SOLV EnergyMWH | 1.0% | $26m | 749,386 | +4% |
| GDS HldgsGDS | 1.0% | $25m | 831,889 | +7% |
| TransoceanRIG | 0.9% | $23m | 4,652,185 | New |
| NextpowerNXT | 0.8% | $21m | 178,035 | +555% |
| NPK InternationalNPKI | 0.7% | $19m | 1,169,304 | +6% |
| AlbemarleALB | 0.7% | $19m | 137,253 | -38% |
| GE VernovaGEV | 0.7% | $17m | 14,175 | Held |
| Fervo EnergyFRVO | 0.5% | $13m | 459,840 | New |
| Vertiv HoldingsVRT | 0.4% | $9m | 26,670 | Held |
| Quanta ServicesPWR | 0.3% | $7m | 9,312 | Held |
| Xplr Infrastructure LPXIFR | 0.2% | $4m | 342,633 | New |
| OPAL FuelsOPAL | 0.2% | $4m | 1,800,000 | Held |
| Array TechnologiesARRY | 0.1% | $3m | 391,887 | Held |
| NIONIO | <0.1% | $1m | 284,515 | New |
| Hesai GroupHSAI | <0.1% | $1m | 60,050 | Held |
| WerideWRD | <0.1% | $771,150 | 132,500 | Held |
| Pony AIPONY | <0.1% | $346,479 | 49,853 | Held |
| EHang HoldingsEH | <0.1% | $221,554 | 33,825 | Held |
| SES AISESCW | <0.1% | $7,948 | 239,752 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 34.0% since 30 June 2025.
Where the money is
Utilities35.5%
Technology30.2%
Industrials25.8%
Energy4.3%
Retail & consumer2.1%
Materials0.7%
Other1.3%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.