Electron Capital Partners, LLC In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Electron Capital Partners, LLC reported 45 stock positions worth $2.5 billion . Its top holding was Flex (FLEX) at 11.2% of the portfolio, followed by Mastec (MTZ, 10.3% ) and Xcel Energy (XEL, 8.1% ). Compared with Q1 2026, it opened 9 new positions, sold out of 8, added to 18 and reduced 17. The biggest buy was Flex (FLEX, shares +116% ) and the biggest sale an exit from Dow (DOW).
Location NEW YORK, NY
CIK 0001586986
Portfolio Value $2.5B (Q2 2026) Holdings 45 stocks · $2.5B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 FLEX Flex Ltd. 1,727,715 $280.0M Add +116.3% MTZ Mastec Inc. 620,190 $258.0M Reduce -13.0% XEL Xcel Energy Inc. 2,522,174 $202.5M Add +31.4% NEE Nextera Energy Inc. 1,932,900 $169.7M Reduce -5.3% ETR Entergy Corp. 1,340,648 $154.0M Add +6.0% COHR Coherent Corp. 277,072 $109.3M Reduce -38.7% FE Firstenergy Corp. 2,046,976 $97.3M Reduce -31.6% JCI Johnson Controls Internation 622,330 $90.9M Add +34.1% WMB Williams Cos Inc. 1,154,694 $85.8M Add +6.0% CEG Constellation Energy 286,137 $71.1M Add +28.5% CGNX Cognex Corp. 967,843 $70.1M Add +8.9% KEYS Keysight Technologies Inc. 199,931 $70.0M Add +21.1% CHRW C.H. Robinson Worldwide Inc. 359,077 $67.6M Add +5.2% PCG P G & E Corp. 3,679,420 $61.9M Add +5.7% FDXF FedEx Freight Holding Co. 366,682 $55.4M Add +360.8% ULS Ul Solutions Inc. Class A 530,585 $54.0M Reduce -25.7% CVNA Carvana Co. 813,127 $53.5M New NRG NRG Energy Inc. 357,635 $52.2M Reduce -12.1% GLW Corning Inc. 163,766 $41.8M New PRIM Primoris Services Corp. 415,103 $41.1M New SEDG Solaredge Technologies Inc. 672,680 $39.3M Reduce -37.6% EOSE Eos Energy Enterprises Inc. 6,681,859 $39.3M Add +24.2% ES Eversource Energy 507,164 $36.7M New ENVX Enovix Corp. 4,788,098 $29.1M Add +3.5% TE T1 Energy Inc. 2,931,918 $27.8M Reduce -50.5% WOLF Wolfspeed Inc. 571,267 $27.6M New EIX Edison International 358,124 $26.7M Add +5.4% MWH Solv Energy Inc. Class A 749,386 $25.5M Add +3.9% GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 831,889 $25.0M Add +6.5% RIG Transocean Ltd. 4,652,185 $22.7M New NXT Nextpower Inc. 178,035 $21.2M Add +554.9% NPKI NPK International Inc. 1,169,304 $18.6M Add +6.3% ALB Albemarle Corp. 137,253 $18.5M Reduce -38.3% GEV GE Vernova Inc. 14,175 $16.7M Reduce -1.0% FRVO Fervo Energy Co. Class A 459,840 $13.4M New VRT Vertiv Holdings Co. Class A 26,670 $8.9M Reduce -1.0% PWR Quanta Services Inc. 9,312 $6.7M Reduce -1.0% XIFR XPLR Infrastructure LP 342,633 $4.0M New OPAL Opal Fuels Inc. Class A 1,800,000 $4.0M No change ARRY Array Technologies Inc. 391,887 $2.9M Reduce -1.0% NIO Nio Inc. - ADR 284,515 $1.4M New HSAI Hesai Group 60,050 $1.1M Reduce -1.0% WRD Weride Inc.-ADR 132,500 $771K Reduce -1.0% PONY Pony AI Inc. 49,853 $346K Reduce -1.0% EH Ehang Holdings Ltd.-SPS ADR 33,825 $222K Reduce -1.0%
Other holdings (1): bonds, preferreds, convertibles and warrants · $8K (not counted above) Security Class Shares / Principal Value Change SESCW Ivanhoe Capital Class A -CW27 *W EXP 12/10/202 239,752 $8K No change
Total filed on the 13F, all lines: $2.5B.
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ DOW Dow Inc. Sold out 0.00% −3.75 FE Firstenergy Corp. Reduce -31.6% 3.88% −3.24 XLU St Sr Utl SL SE SPDR ETF-Usd Sold out 0.00% −2.67 FDX FedEx Corp. Sold out 0.00% −2.66 NEE Nextera Energy Inc. Reduce -5.3% 6.77% −2.13 ALB Albemarle Corp. Reduce -38.3% 0.74% −1.14 AES AES Corp. Sold out 0.00% −1.06 SEDG Solaredge Technologies Inc. Reduce -37.6% 1.57% −1.02 BA The Boeing Co. Sold out 0.00% −0.88 ENPH Enphase Energy Inc. Sold out 0.00% −0.87 FPS Forgent Power Solutions Class A Sold out 0.00% −0.73 ULS Ul Solutions Inc. Class A Reduce -25.7% 2.16% −0.72 NRG NRG Energy Inc. Reduce -12.1% 2.09% −0.71 COHR Coherent Corp. Reduce -38.7% 4.36% −0.69 MTZ Mastec Inc. Reduce -13.0% 10.30% −0.48 TE T1 Energy Inc. Reduce -50.5% 1.11% −0.11 WRD Weride Inc.-ADR Reduce -1.0% 0.03% −0.02 ARRY Array Technologies Inc. Reduce -1.0% 0.12% −0.02 FTCI FTC Solar Inc. Sold out 0.00% −0.02 HSAI Hesai Group Reduce -1.0% 0.04% −0.01 PONY Pony AI Inc. Reduce -1.0% 0.01% −0.01 EH Ehang Holdings Ltd.-SPS ADR Reduce -1.0% 0.01% −0.01 PWR Quanta Services Inc. Reduce -1.0% 0.27% +0.03 VRT Vertiv Holdings Co. Class A Reduce -1.0% 0.36% +0.04 GEV GE Vernova Inc. Reduce -1.0% 0.66% +0.08
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ FLEX Flex Ltd. Add +116.3% 11.18% +8.72 CVNA Carvana Co. New 2.14% +2.14 GLW Corning Inc. New 1.67% +1.67 FDXF FedEx Freight Holding Co. Add +360.8% 2.21% +1.65 PRIM Primoris Services Corp. New 1.64% +1.64 ES Eversource Energy New 1.46% +1.46 WOLF Wolfspeed Inc. New 1.10% +1.10 XEL Xcel Energy Inc. Add +31.4% 8.09% +0.92 RIG Transocean Ltd. New 0.91% +0.91 JCI Johnson Controls Internation Add +34.1% 3.63% +0.78 CGNX Cognex Corp. Add +8.9% 2.80% +0.75 NXT Nextpower Inc. Add +554.9% 0.85% +0.69 KEYS Keysight Technologies Inc. Add +21.1% 2.79% +0.60 FRVO Fervo Energy Co. Class A New 0.54% +0.54 EOSE Eos Energy Enterprises Inc. Add +24.2% 1.57% +0.32 XIFR XPLR Infrastructure LP New 0.16% +0.16 NIO Nio Inc. - ADR New 0.06% +0.06 CHRW C.H. Robinson Worldwide Inc. Add +5.2% 2.70% +0.04 ENVX Enovix Corp. Add +3.5% 1.16% +0.03 MWH Solv Energy Inc. Class A Add +3.9% 1.02% +0.00 NPKI NPK International Inc. Add +6.3% 0.74% −0.01 CEG Constellation Energy Add +28.5% 2.84% −0.08 EIX Edison International Add +5.4% 1.06% −0.10 WMB Williams Cos Inc. Add +6.0% 3.43% −0.30 PCG P G & E Corp. Add +5.7% 2.47% −0.40 GDS GDS Holdings Ltd. - ADR Add +6.5% 1.00% −0.48 ETR Entergy Corp. Add +6.0% 6.15% −0.53
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ SPY SS SPDR S&P 500 ETF Trust-US put Sold out 518,000 $336.9Mbefore exit CEG Constellation Energy call Sold out 320,000 $89.4Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 45 $2.5B FLEX, MTZ, XEL, NEE, ETR Q1 2026 43 $2.1B MTZ, NEE, XEL, FE, ETR Q4 2025 Amended 39 $2.2B CEG, MTZ, XEL, NEE, JCI Q3 2025 36 $2.2B CEG, MTZ, NEE, ETR, XEL Q2 2025 35 $1.9B CEG, JCI, MMM, APD, MTZ Q1 2025 35 $1.4B MMM, CEG, XEL, EXC, APD Q4 2024 38 $1.7B GEV, CEG, MTZ, MMM, PWR Q3 2024 43 $2.1B CEG, GEV, MTZ, MMM, XLI Q2 2024 Amended 45 $1.9B CEG, MTZ, VRT, GEV, VST Q1 2024 44 $2.3B GE, CEG, VRT, MTZ, CRH