Investor
Electron Capital Partners, LLC
CIK 0001586986 · filed 2026-05-15 · SEC filing
13F book
$2.55B
Positions
44
11 new · 7 sold
Largest name
9.0%
Mastec Inc · MTZ
Est. mark
$184.6M
Price effect on 33 names still held. Flow −$209.5M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Mastec Inc | MTZ | 713K | $229.4M | 9.0% | $74.4M | Cut$54.6M |
| Nextera Energy Inc | — | 2.04M | $189.5M | 7.4% | $22.3M | Added$47.6M |
| Xcel Energy Inc | — | 1.92M | $152.4M | 6.0% | $10.7M | Cut$9.38M |
| Firstenergy Corp | FE | 2.99M | $151.6M | 5.9% | $8.67M | Added$85.7M |
| Entergy Corp New | — | 1.27M | $142.2M | 5.6% | $25.2M | Cut$9.06M |
| Coherent Corp. | COHR | 452K | $107.7M | 4.2% | $24.2M | Cut$15.3M |
| Dow Inc. | DOW | 1.92M | $79.9M | 3.1% | — | New |
| Williams Cos Inc | — | 1.09M | $79.3M | 3.1% | $13.8M | Added$14M |
| Constellation Energy Corp | CEG | 222.7K | $62.2M | 2.4% | −$16.5M | Cut−$142.8M |
| UL Solutions Inc. | ULS | 713.9K | $61.2M | 2.4% | $4.89M | Cut−$6.27M |
| Pg&E Corp | — | 3.48M | $61.2M | 2.4% | $3.55M | Added$23.1M |
| Johnson Ctls Intl Plc | — | 463.9K | $60.7M | 2.4% | $5.2M | Cut−$75.7M |
| Nrg Energy, Inc. | NRG | 406.8K | $59.5M | 2.3% | — | New |
| Select Sector Spdr Tr | — | 1.24M | $56.9M | 2.2% | — | New |
| Fedex Corp | FDX | 159.2K | $56.7M | 2.2% | — | New |
| C. H. Robinson Worldwide, Inc. | CHRW | 341.4K | $56.7M | 2.2% | — | New |
| Solaredge Technologies, Inc. | SEDG | 1.08M | $55.1M | 2.2% | $23.9M | Cut$8.22M |
| Flex Ltd. | FLEX | 798.8K | $52.3M | 2.0% | $4.03M | Cut−$5M |
| Keysight Technologies, Inc. | KEYS | 165K | $46.6M | 1.8% | $12.7M | Added$13.9M |
| Cognex Corp | CGNX | 888.6K | $43.5M | 1.7% | $11.1M | Added$12.8M |
| Albemarle Corp | — | 222.3K | $39.9M | 1.6% | — | New |
| Gds Hldgs Ltd | — | 781K | $31.5M | 1.2% | $568.4K | Added$27.8M |
| Eos Energy Enterprises Inc | — | 5.38M | $26.7M | 1.0% | −$35M | Cut−$43.5M |
| T1 Energy Inc. | TE | 5.93M | $26M | 1.0% | −$8.02M | Added$2.65M |
| Edison Intl | — | 339.7K | $24.9M | 1.0% | $4.47M | Cut$4.17M |
| Enovix Corp | ENVX | 4.63M | $24M | 0.9% | −$9.86M | Cut−$20.3M |
| Aes Corp | AES | 1.6M | $22.5M | 0.9% | — | New |
| SOLV Energy, Inc. | MWH | 721.3K | $21.7M | 0.8% | — | New |
| Boeing Co | — | 93.7K | $18.6M | 0.7% | −$1.69M | Cut−$20.8M |
| Enphase Energy, Inc. | ENPH | 488.9K | $18.5M | 0.7% | — | New |
| NPK International Inc. | NPKI | 1.1M | $15.9M | 0.6% | — | New |
| Forgent Power Solutions, Inc. | FPS | 528.7K | $15.5M | 0.6% | — | New |
| GE Vernova Inc. | GEV | 14.3K | $12.5M | 0.5% | $3.14M | Cut$2.14M |
| Vertiv Holdings Co | VRT | 26.9K | $6.75M | 0.3% | $2.37M | Added$2.41M |
| Quanta Svcs Inc | — | 9.41K | $5.17M | 0.2% | $1.19M | Cut−$70.7M |
| OPAL Fuels Inc. | OPAL | 1.8M | $4.54M | 0.2% | $297K | Held |
| Nextpower Inc. | NXT | 27.2K | $3.28M | 0.1% | $909.1K | Cut−$51.8M |
| Array Technologies, Inc. | ARRY | 395.9K | $2.86M | 0.1% | −$787.9K | Cut−$21.5M |
| Hesai Group | — | 60.7K | $1.16M | 0.0% | −$197.8K | Added−$191.1K |
| Weride Inc | — | 133.9K | $1.08M | 0.0% | −$78.5K | Added−$72.3K |
| Pony Ai Inc | — | 50.4K | $475.5K | 0.0% | −$253.4K | Added−$250.6K |
| FTC Solar, Inc. | FTCI | 90.2K | $341K | 0.0% | −$639.7K | Added−$637.9K |
| Ehang Hldgs Ltd | — | 34.2K | $331.8K | 0.0% | −$117.9K | Added−$116K |
| Ses Ai Corporation | — | 239.8K | $10.1K | 0.0% | −$30.6K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.