Electron Capital Partners, LLC
46 holdingsFiling period: 2026-06-30Current AUM: $2.07Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | FLEX LTD | 1.73M | $280.0M | $280.0M | 13.55% | +928.9K | 2026-06-30 |
| 2 | MTZ | MASTEC INC | 620.2K | $258.0M | $138.1M | 6.69% | -92,823 | 2026-06-30 |
| 3 | XEL | XCEL ENERGY INC | 2.52M | $202.5M | $182.8M | 8.85% | +603.4K | 2026-06-30 |
| 4 | NEE | NEXTERA ENERGY INC | 1.93M | $169.7M | $156.7M | 7.58% | -107,130 | 2026-06-30 |
| 5 | ETR | ENTERGY CORP NEW | 1.34M | $154.0M | $138.0M | 6.68% | +75.3K | 2026-06-30 |
| 6 | COHR | COHERENT CORP | 277.1K | $109.3M | $75.1M | 3.64% | -174,881 | 2026-06-30 |
| 7 | FE | FIRSTENERGY CORP | 2.05M | $97.3M | $92.8M | 4.49% | -944,938 | 2026-06-30 |
| 8 | — | JOHNSON CONTROLS INTERNATION | 622.3K | $90.9M | $90.9M | 4.40% | +158.4K | 2026-06-30 |
| 9 | WMB | WILLIAMS COS INC | 1.15M | $85.8M | $82.7M | 4.00% | +64.8K | 2026-06-30 |
| 10 | CEG | CONSTELLATION ENERGY CORP | 286.1K | $71.1M | $74.4M | 3.60% | -256,587 | 2026-06-30 |
| 11 | CGNX | COGNEX CORP | 967.8K | $70.1M | $57.2M | 2.77% | +79.2K | 2026-06-30 |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | 199.9K | $70.0M | $62.6M | 3.03% | +34.9K | 2026-06-30 |
| 13 | CHRW | C H ROBINSON WORLDWIDE IN | 359.1K | $67.6M | $56.6M | 2.74% | +17.7K | 2026-06-30 |
| 14 | PCG | PG&E CORP | 3.68M | $61.9M | $48.4M | 2.34% | +198.0K | 2026-06-30 |
| 15 | FDXF | FEDEX FGHT HLDG CO INC | 366.7K | $55.4M | $46.5M | 2.25% | -- | 2026-06-30 |
| 16 | ULS | UL SOLUTIONS INC | 530.6K | $54.0M | $34.4M | 1.66% | -183,356 | 2026-06-30 |
| 17 | CVNA | CARVANA CO | 813.1K | $53.5M | $54.4M | 2.63% | -- | 2026-06-30 |
| 18 | NRG | NRG ENERGY INC | 357.6K | $52.2M | $37.9M | 1.83% | -49,200 | 2026-06-30 |
| 19 | GLW | CORNING INC | 163.8K | $41.8M | $23.5M | 1.14% | -- | 2026-06-30 |
| 20 | PRIM | PRIMORIS SVCS CORP | 415.1K | $41.1M | $31.8M | 1.54% | -- | 2026-06-30 |
| 21 | SEDG | SOLAREDGE TECHNOLOGIES INC | 672.7K | $39.3M | $23.7M | 1.15% | -405,998 | 2026-06-30 |
| 22 | EOSE | EOS ENERGY ENTERPRISES INC | 6.68M | $39.3M | $27.2M | 1.32% | +1.30M | 2026-06-30 |
| 23 | ES | EVERSOURCE ENERGY | 507.2K | $36.7M | $34.1M | 1.65% | -- | 2026-06-30 |
| 24 | ENVX | ENOVIX CORPORATION | 4.79M | $29.1M | $14.3M | 0.69% | +159.8K | 2026-06-30 |
| 25 | TE | T1 ENERGY INC | 2.93M | $27.8M | $12.6M | 0.61% | -2,997,667 | 2026-06-30 |
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