Electron Capital Partners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Electron Capital Partners, LLC reported 43 stock positions worth $2.1 billion. Its top holding was Mastec (MTZ) at 10.8% of the portfolio, followed by Nextera Energy (NEE, 8.9%) and Xcel Energy (XEL, 7.2%). Compared with Q4 2025, it opened 11 new positions, sold out of 7, added to 14 and reduced 17. The biggest buy was Firstenergy (FE, shares +103%) and the biggest sale Constellation Energy (CEG, shares −62%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001586986
Portfolio Value
$2.1B (Q1 2026)
SEC Filing
0001012975-26-000446 ↗ filed May 15, 2026

Holdings Value

0$1.0B$2.0B$3.0B Q1 2024: $2.3B Q1 2024 Q2 2024: $1.9B Q2 2024 Q3 2024: $2.1B Q3 2024 Q4 2024: $1.7B Q4 2024 Q1 2025: $1.4B Q1 2025 Q2 2025: $1.9B Q2 2025 Q3 2025: $2.2B Q3 2025 Q4 2025: $2.2B Q4 2025 Q1 2026: $2.1B $2.1B Q1 2026 Q2 2026: $2.5B Q2 2026

Holdings 43 stocks · $2.1B
MTZ Mastec Inc. 10.78% 713,013 $229.4M Reduce -11.3%
NEE Nextera Energy Inc. 8.90% 2,040,030 $189.5M Add +15.4%
XEL Xcel Energy Inc. 7.16% 1,918,768 $152.4M Reduce -0.9%
FE Firstenergy Corp. 7.12% 2,991,914 $151.6M Add +103.2%
ETR Entergy Corp. 6.68% 1,265,320 $142.2M Reduce -12.1%
COHR Coherent Corp. 5.06% 451,953 $107.7M Reduce -9.6%
DOW Dow Inc. filed as DOW HLDGS INC 3.75% 1,917,631 $79.9M New
WMB Williams Cos Inc. 3.73% 1,089,869 $79.3M Add +0.4%
CEG Constellation Energy 2.92% 222,724 $62.2M Reduce -61.6%
ULS Ul Solutions Inc. Class A 2.87% 713,941 $61.2M Reduce -16.5%
PCG P G & E Corp. 2.87% 3,481,382 $61.2M Add +47.0%
JCI Johnson Controls Internation 2.85% 463,901 $60.7M Reduce -59.3%
NRG NRG Energy Inc. 2.79% 406,835 $59.5M New
XLU St Sr Utl SL SE SPDR ETF-Usd 2.67% 1,240,257 $56.9M New
FDX FedEx Corp. 2.66% 159,165 $56.7M New
CHRW C.H. Robinson Worldwide Inc. 2.66% 341,356 $56.7M New
SEDG Solaredge Technologies Inc. 2.59% 1,078,678 $55.1M Reduce -33.6%
FLEX Flex Ltd. filed as FLEXTRONICS INTL LTD 2.46% 798,774 $52.3M Reduce -15.8%
KEYS Keysight Technologies Inc. 2.19% 165,026 $46.6M Add +2.5%
CGNX Cognex Corp. 2.05% 888,614 $43.5M Add +4.2%
ALB Albemarle Corp. 1.88% 222,307 $39.9M New
GDS GDS Holdings Ltd. - ADR filed as GDS HLDGS LTD 1.48% 780,979 $31.5M Add +640.6%
EOSE Eos Energy Enterprises Inc. 1.25% 5,379,661 $26.7M Reduce -12.1%
TE T1 Energy Inc. 1.22% 5,929,585 $26.0M Add +69.4%
EIX Edison International 1.17% 339,669 $24.9M Reduce -1.4%
ENVX Enovix Corp. 1.13% 4,628,317 $24.0M Reduce -23.6%
AES AES Corp. 1.06% 1,598,292 $22.5M New
MWH Solv Energy Inc. Class A 1.02% 721,298 $21.7M New
BA The Boeing Co. 0.88% 93,653 $18.6M Reduce -48.4%
ENPH Enphase Energy Inc. 0.87% 488,852 $18.5M New
NPKI NPK International Inc. 0.75% 1,099,943 $15.9M New
FPS Forgent Power Solutions Class A 0.73% 528,663 $15.5M New
GEV GE Vernova Inc. 0.59% 14,321 $12.5M Reduce -9.7%
VRT Vertiv Holdings Co. Class A 0.32% 26,945 $6.8M Add +0.6%
PWR Quanta Services Inc. 0.24% 9,408 $5.2M Reduce -94.8%
OPAL Opal Fuels Inc. Class A 0.21% 1,800,000 $4.5M No change
NXT Nextpower Inc. 0.15% 27,187 $3.3M Reduce -95.7%
ARRY Array Technologies Inc. 0.13% 395,928 $2.9M Reduce -85.0%
HSAI Hesai Group 0.05% 60,670 $1.2M Add +0.6%
WRD Weride Inc.-ADR 0.05% 133,867 $1.1M Add +0.6%
PONY Pony AI Inc. 0.02% 50,367 $475K Add +0.6%
FTCI FTC Solar Inc. 0.02% 90,201 $341K Add +0.5%
EH Ehang Holdings Ltd.-SPS ADR 0.02% 34,174 $332K Add +0.6%

Options reported separately and not counted above: SPY puts ($336.9M), CEG calls ($89.4M).

Other holdings (1): bonds, preferreds, convertibles and warrants · $10K (not counted above)
SecurityClassShares / PrincipalValueChange
SESCW Ivanhoe Capital Class A -CW27 *W EXP 12/10/202 239,752$10KNo change

Total filed on the 13F, all lines: $2.1B.

Portfolio Sells Q4 2025 → Q1 2026
CEG Constellation Energy Reduce -61.6% 2.92% −6.60
MMM 3M Co. Sold out 0.00% −5.96
JCI Johnson Controls Internation Reduce -59.3% 2.85% −3.48
EXC Exelon Corp. Sold out 0.00% −3.33
PWR Quanta Services Inc. Reduce -94.8% 0.24% −3.28
NXT Nextpower Inc. Reduce -95.7% 0.15% −2.40
UAL United Airlines Holdings Inc. Sold out 0.00% −2.03
EOSE Eos Energy Enterprises Inc. Reduce -12.1% 1.25% −2.00
CAT Caterpillar Inc. Sold out 0.00% −1.99
CVNA Carvana Co. Sold out 0.00% −1.78
ARRY Array Technologies Inc. Reduce -85.0% 0.13% −1.00
BA The Boeing Co. Reduce -48.4% 0.88% −0.95
ENVX Enovix Corp. Reduce -23.6% 1.13% −0.93
SGML Sigma Lithium Corp. Sold out 0.00% −0.68
ULS Ul Solutions Inc. Class A Reduce -16.5% 2.87% −0.26
FLEX Flex Ltd. Reduce -15.8% 2.46% −0.20
SHLS Shoals Technologies Group -A Sold out 0.00% −0.12
GEV GE Vernova Inc. Reduce -9.7% 0.59% +0.11
EIX Edison International Reduce -1.4% 1.17% +0.21
SEDG Solaredge Technologies Inc. Reduce -33.6% 2.59% +0.41
ETR Entergy Corp. Reduce -12.1% 6.68% +0.50
XEL Xcel Energy Inc. Reduce -0.9% 7.16% +0.52
COHR Coherent Corp. Reduce -9.6% 5.06% +0.77
MTZ Mastec Inc. Reduce -11.3% 10.78% +2.66

Portfolio Buys Q4 2025 → Q1 2026
FE Firstenergy Corp. Add +103.2% 7.12% +4.06
DOW Dow Inc. New 3.75% +3.75
NRG NRG Energy Inc. New 2.79% +2.79
XLU St Sr Utl SL SE SPDR ETF-Usd New 2.67% +2.67
FDX FedEx Corp. New 2.66% +2.66
CHRW C.H. Robinson Worldwide Inc. New 2.66% +2.66
NEE Nextera Energy Inc. Add +15.4% 8.90% +2.31
ALB Albemarle Corp. New 1.88% +1.88
GDS GDS Holdings Ltd. - ADR Add +640.6% 1.48% +1.31
PCG P G & E Corp. Add +47.0% 2.87% +1.11
AES AES Corp. New 1.06% +1.06
MWH Solv Energy Inc. Class A New 1.02% +1.02
ENPH Enphase Energy Inc. New 0.87% +0.87
NPKI NPK International Inc. New 0.75% +0.75
FPS Forgent Power Solutions Class A New 0.73% +0.73
WMB Williams Cos Inc. Add +0.4% 3.73% +0.70
KEYS Keysight Technologies Inc. Add +2.5% 2.19% +0.67
CGNX Cognex Corp. Add +4.2% 2.05% +0.62
TE T1 Energy Inc. Add +69.4% 1.22% +0.14
VRT Vertiv Holdings Co. Class A Add +0.6% 0.32% +0.12
WRD Weride Inc.-ADR Add +0.6% 0.05% −0.00
EH Ehang Holdings Ltd.-SPS ADR Add +0.6% 0.02% −0.01
HSAI Hesai Group Add +0.6% 0.05% −0.01
PONY Pony AI Inc. Add +0.6% 0.02% −0.01
FTCI FTC Solar Inc. Add +0.5% 0.02% −0.03

Options Activity Q4 2025 → Q1 2026
SPY SS SPDR S&P 500 ETF Trust-US put New 518,000 $336.9M
CEG Constellation Energy call New 320,000 $89.4M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 45$2.5BFLEX, MTZ, XEL, NEE, ETR
Q1 2026 43$2.1BMTZ, NEE, XEL, FE, ETR
Q4 2025Amended 39$2.2BCEG, MTZ, XEL, NEE, JCI
Q3 2025 36$2.2BCEG, MTZ, NEE, ETR, XEL
Q2 2025 35$1.9BCEG, JCI, MMM, APD, MTZ
Q1 2025 35$1.4BMMM, CEG, XEL, EXC, APD
Q4 2024 38$1.7BGEV, CEG, MTZ, MMM, PWR
Q3 2024 43$2.1BCEG, GEV, MTZ, MMM, XLI
Q2 2024Amended 45$1.9BCEG, MTZ, VRT, GEV, VST
Q1 2024 44$2.3BGE, CEG, VRT, MTZ, CRH