Electron Capital Partners, LLC
45 holdingsFiling period: 2026-03-31Current AUM: $2.47Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 518.0K | $336.9M | $387.0M | 15.64% | -- | 2026-03-31 |
| 2 | MTZ | MASTEC INC | 713.0K | $229.4M | $187.6M | 7.58% | -91,290 | 2026-03-31 |
| 3 | NEE | NEXTERA ENERGY INC | 2.04M | $189.5M | $177.3M | 7.17% | +272.6K | 2026-03-31 |
| 4 | XEL | XCEL ENERGY INC | 1.92M | $152.4M | $150.0M | 6.07% | -17,927 | 2026-03-31 |
| 5 | FE | FIRSTENERGY CORP | 2.99M | $151.6M | $144.5M | 5.84% | +1.52M | 2026-03-31 |
| 6 | CEG | CONSTELLATION ENERGY CORP | 542.7K | $151.6M | $142.6M | 5.76% | -5,259,921 | 2026-03-31 |
| 7 | ETR | ENTERGY CORP NEW | 1.27M | $142.2M | $136.2M | 5.50% | -174,764 | 2026-03-31 |
| 8 | COHR | COHERENT CORP | 452.0K | $107.7M | $118.8M | 4.80% | -48,192 | 2026-03-31 |
| 9 | DOW | DOW HLDGS INC | 1.92M | $79.9M | $58.1M | 2.35% | -- | 2026-03-31 |
| 10 | WMB | WILLIAMS COS INC | 1.09M | $79.3M | $78.0M | 3.15% | +4.0K | 2026-03-31 |
| 11 | ULS | UL SOLUTIONS INC | 713.9K | $61.2M | $65.4M | 2.64% | -141,498 | 2026-03-31 |
| 12 | PCG | PG&E CORP | 3.48M | $61.2M | $60.5M | 2.45% | +1.11M | 2026-03-31 |
| 13 | — | JOHNSON CONTROLS INTERNATION | 463.9K | $60.7M | $60.7M | 2.46% | -675,690 | 2026-03-31 |
| 14 | NRG | NRG ENERGY INC | 406.8K | $59.5M | $54.6M | 2.21% | -- | 2026-03-31 |
| 15 | XLU | SELECT SECTOR SPDR TR | 1.24M | $56.9M | $55.0M | 2.22% | -- | 2026-03-31 |
| 16 | FDX | FEDEX CORP | 159.2K | $56.7M | $48.9M | 1.98% | -- | 2026-03-31 |
| 17 | CHRW | C H ROBINSON WORLDWIDE IN | 341.4K | $56.7M | $50.4M | 2.04% | -- | 2026-03-31 |
| 18 | SEDG | SOLAREDGE TECHNOLOGIES INC | 1.08M | $55.1M | $44.4M | 1.80% | -545,144 | 2026-03-31 |
| 19 | — | FLEXTRONICS INTL LTD | 798.8K | $52.3M | $52.3M | 2.11% | -149,385 | 2026-03-31 |
| 20 | KEYS | KEYSIGHT TECHNOLOGIES INC | 165.0K | $46.6M | $52.7M | 2.13% | +4.0K | 2026-03-31 |
| 21 | CGNX | COGNEX CORP | 888.6K | $43.5M | $58.0M | 2.34% | +35.6K | 2026-03-31 |
| 22 | ALB | ALBEMARLE CORP | 222.3K | $39.9M | $26.2M | 1.06% | -- | 2026-03-31 |
| 23 | GDS | GDS HLDGS LTD | 781.0K | $31.5M | $25.6M | 1.03% | +675.5K | 2026-03-31 |
| 24 | EOSE | EOS ENERGY ENTERPRISES INC | 5.38M | $26.7M | $18.2M | 0.74% | -742,235 | 2026-03-31 |
| 25 | TE | T1 ENERGY INC | 5.93M | $26.0M | $24.7M | 1.00% | +2.43M | 2026-03-31 |
← Scroll →
Page 1 of 2