Electron Capital Partners, LLC
46 holdingsFiling period: 2026-06-30Current AUM: $2.00Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | — | Flex Ltd | 1.73M | $280.0M | $280.0M | 14.01% | +928.9K | 2026-06-30 |
| 2 | MTZ | Mastec Inc | 620.2K | $258.0M | $109.5M | 5.48% | -92,823 | 2026-06-30 |
| 3 | XEL | Xcel Energy Inc | 2.52M | $202.5M | $197.1M | 9.86% | +603.4K | 2026-06-30 |
| 4 | NEE | Nextera Energy Inc | 1.93M | $169.7M | $159.3M | 7.97% | -107,130 | 2026-06-30 |
| 5 | ETR | Entergy Corp New | 1.34M | $154.0M | $145.4M | 7.27% | +75.3K | 2026-06-30 |
| 6 | COHR | Coherent Corp | 277.1K | $109.3M | $65.3M | 3.27% | -174,881 | 2026-06-30 |
| 7 | FE | Firstenergy Corp | 2.05M | $97.3M | $94.7M | 4.74% | -944,938 | 2026-06-30 |
| 8 | — | Johnson Controls Internation | 622.3K | $90.9M | $90.9M | 4.55% | +158.4K | 2026-06-30 |
| 9 | WMB | Williams Cos Inc | 1.15M | $85.8M | $85.6M | 4.28% | +64.8K | 2026-06-30 |
| 10 | CEG | Constellation Energy Corp | 286.1K | $71.1M | $74.1M | 3.71% | -256,587 | 2026-06-30 |
| 11 | CGNX | Cognex Corp | 967.8K | $70.1M | $56.3M | 2.82% | +79.2K | 2026-06-30 |
| 12 | KEYS | Keysight Technologies Inc | 199.9K | $70.0M | $67.2M | 3.36% | +34.9K | 2026-06-30 |
| 13 | CHRW | C H Robinson Worldwide in | 359.1K | $67.6M | $51.6M | 2.58% | +17.7K | 2026-06-30 |
| 14 | PCG | PG&E Corp | 3.68M | $61.9M | $47.7M | 2.39% | +198.0K | 2026-06-30 |
| 15 | FDXF | Fedex Fght Hldg Co Inc | 366.7K | $55.4M | $39.8M | 1.99% | -- | 2026-06-30 |
| 16 | ULS | UL Solutions Inc | 530.6K | $54.0M | $38.3M | 1.92% | -183,356 | 2026-06-30 |
| 17 | CVNA | Carvana Co | 813.1K | $53.5M | $48.2M | 2.41% | -- | 2026-06-30 |
| 18 | NRG | Nrg Energy Inc | 357.6K | $52.2M | $34.1M | 1.71% | -49,200 | 2026-06-30 |
| 19 | GLW | Corning Inc | 163.8K | $41.8M | $20.7M | 1.04% | -- | 2026-06-30 |
| 20 | PRIM | Primoris Svcs Corp | 415.1K | $41.1M | $28.7M | 1.44% | -- | 2026-06-30 |
| 21 | SEDG | Solaredge Technologies Inc | 672.7K | $39.3M | $21.6M | 1.08% | -405,998 | 2026-06-30 |
| 22 | EOSE | Eos Energy Enterprises Inc | 6.68M | $39.3M | $12.2M | 0.61% | +1.30M | 2026-06-30 |
| 23 | ES | Eversource Energy | 507.2K | $36.7M | $34.4M | 1.72% | -- | 2026-06-30 |
| 24 | ENVX | Enovix Corporation | 4.79M | $29.1M | $16.0M | 0.80% | +159.8K | 2026-06-30 |
| 25 | TE | T1 Energy Inc | 2.93M | $27.8M | $7.2M | 0.36% | -2,997,667 | 2026-06-30 |
← Scroll →
Page 1 of 2