Electron Capital Partners, LLC

Institutional manager (13F) · CIK 1586986

13F holdings · as of 2026-03-31 · top 44 · reported portfolio $2.1B

#	Issuer	Value	Shares
1	MASTEC INC	$229M	713,013
2	NEXTERA ENERGY INC	$189M	2,040,030
3	XCEL ENERGY INC	$152M	1,918,768
4	FIRSTENERGY CORP	$152M	2,991,914
5	ENTERGY CORP NEW	$142M	1,265,320
6	COHERENT CORP	$108M	451,953
7	DOW HLDGS INC	$80M	1,917,631
8	WILLIAMS COS INC	$79M	1,089,869
9	CONSTELLATION ENERGY CORP	$62M	222,724
10	UL SOLUTIONS INC	$61M	713,941
11	PG&E CORP	$61M	3,481,382
12	JOHNSON CONTROLS INTERNATION	$61M	463,901
13	NRG ENERGY INC	$59M	406,835
14	SELECT SECTOR SPDR TR	$57M	1,240,257
15	FEDEX CORP	$57M	159,165
16	C H ROBINSON WORLDWIDE IN	$57M	341,356
17	SOLAREDGE TECHNOLOGIES INC	$55M	1,078,678
18	FLEXTRONICS INTL LTD	$52M	798,774
19	KEYSIGHT TECHNOLOGIES INC	$47M	165,026
20	COGNEX CORP	$44M	888,614
21	ALBEMARLE CORP	$40M	222,307
22	GDS HLDGS LTD	$31M	780,979
23	EOS ENERGY ENTERPRISES INC	$27M	5,379,661
24	T1 ENERGY INC	$26M	5,929,585
25	EDISON INTL	$25M	339,669
26	ENOVIX CORPORATION	$24M	4,628,317
27	AES CORP	$23M	1,598,292
28	SOLV ENERGY INC	$22M	721,298
29	BOEING CO	$19M	93,653
30	ENPHASE ENERGY INC	$18M	488,852
31	NPK INTERNATIONAL INC	$16M	1,099,943
32	FORGENT POWER SOLUTIONS INC	$15M	528,663
33	GE VERNOVA INC	$13M	14,321
34	VERTIV HOLDINGS CO	$7M	26,945
35	QUANTA SVCS INC	$5M	9,408
36	OPAL FUELS INC	$5M	1,800,000
37	NEXTPOWER INC	$3M	27,187
38	ARRAY TECHNOLOGIES INC	$3M	395,928
39	HESAI GROUP	$1M	60,670
40	WERIDE INC	$1M	133,867
41	PONY AI INC	$475k	50,367
42	FTC SOLAR INC	$341k	90,201
43	EHANG HLDGS LTD	$332k	34,174
44	SES AI CORPORATION	$10k	239,752

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.