Holders — by stockHoldings — by fund
Electron Capital Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001586986
$2.50B
disclosed book value
46
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 46 of 46 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FLEX LTD | 1.7M | $280.0M | 11.2% |
| 2 | MTZMASTEC INC | 620,190 | $258.0M | 10.3% |
| 3 | XELXCEL ENERGY INC | 2.5M | $202.5M | 8.1% |
| 4 | NEENEXTERA ENERGY INC | 1.9M | $169.7M | 6.8% |
| 5 | ETRENTERGY CORP NEW | 1.3M | $154.0M | 6.1% |
| 6 | COHRCOHERENT CORP | 277,072 | $109.3M | 4.4% |
| 7 | FEFIRSTENERGY CORP | 2.0M | $97.3M | 3.9% |
| 8 | JOHNSON CONTROLS INTERNATION | 622,330 | $90.9M | 3.6% |
| 9 | WMBWILLIAMS COS INC | 1.2M | $85.8M | 3.4% |
| 10 | CEGCONSTELLATION ENERGY CORP | 286,137 | $71.1M | 2.8% |
| 11 | CGNXCOGNEX CORP | 967,843 | $70.1M | 2.8% |
| 12 | KEYSKEYSIGHT TECHNOLOGIES INC | 199,931 | $70.0M | 2.8% |
| 13 | CHRWC H ROBINSON WORLDWIDE IN | 359,077 | $67.6M | 2.7% |
| 14 | PCGPG&E CORP | 3.7M | $61.9M | 2.5% |
| 15 | FDXFFEDEX FGHT HLDG CO INC | 366,682 | $55.4M | 2.2% |
| 16 | ULSUL SOLUTIONS INC | 530,585 | $54.0M | 2.2% |
| 17 | CVNACARVANA CO | 813,127 | $53.5M | 2.1% |
| 18 | NRGNRG ENERGY INC | 357,635 | $52.2M | 2.1% |
| 19 | GLWCORNING INC | 163,766 | $41.8M | 1.7% |
| 20 | PRIMPRIMORIS SVCS CORP | 415,103 | $41.1M | 1.6% |
| 21 | SEDGSOLAREDGE TECHNOLOGIES INC | 672,680 | $39.3M | 1.6% |
| 22 | EOSEEOS ENERGY ENTERPRISES INC | 6.7M | $39.3M | 1.6% |
| 23 | ESEVERSOURCE ENERGY | 507,164 | $36.7M | 1.5% |
| 24 | ENVXENOVIX CORPORATION | 4.8M | $29.1M | 1.2% |
| 25 | TET1 ENERGY INC | 2.9M | $27.8M | 1.1% |
| 26 | WOLFWOLFSPEED INC | 571,267 | $27.6M | 1.1% |
| 27 | EIXEDISON INTL | 358,124 | $26.7M | 1.1% |
| 28 | MWHSOLV ENERGY INC | 749,386 | $25.5M | 1% |
| 29 | GDSGDS HLDGS LTD | 831,889 | $25.0M | 1% |
| 30 | TRANSOCEAN LTD | 4.7M | $22.7M | 0.9% |
| 31 | NXTNEXTPOWER INC | 178,035 | $21.2M | 0.8% |
| 32 | NPKINPK INTERNATIONAL INC | 1.2M | $18.6M | 0.7% |
| 33 | ALBALBEMARLE CORP | 137,253 | $18.5M | 0.7% |
| 34 | GEVGE VERNOVA INC | 14,175 | $16.7M | 0.7% |
| 35 | FRVOFERVO ENERGY CO | 459,840 | $13.4M | 0.5% |
| 36 | VRTVERTIV HOLDINGS CO | 26,670 | $8.9M | 0.4% |
| 37 | PWRQUANTA SVCS INC | 9,312 | $6.7M | 0.3% |
| 38 | XIFRXPLR INFRASTRUCTURE LP | 342,633 | $4.0M | 0.2% |
| 39 | OPALOPAL FUELS INC | 1.8M | $4.0M | 0.2% |
| 40 | ARRYARRAY TECHNOLOGIES INC | 391,887 | $2.9M | 0.1% |
| 41 | NIONIO INC | 284,515 | $1.4M | 0.1% |
| 42 | HSAIHESAI GROUP | 60,050 | $1.1M | 0% |
| 43 | WRDWERIDE INC | 132,500 | $771,150 | 0% |
| 44 | PONYPONY AI INC | 49,853 | $346,479 | 0% |
| 45 | EHEHANG HLDGS LTD | 33,825 | $221,554 | 0% |
| 46 | SESCWSES AI CORPORATION | 239,752 | $7,948 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.