Electron Capital Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.55B
Q ending 2026-03-31
Prior quarter
$2.15B
Q ending 2025-12-31
Change
+18.6% QoQ · +67.6% YoY
Positions
46
reported holdings
Largest positions
All 46 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| State Str Spdr S&P 500 Etf T | SPY | Put | $336.9M | 518K |
| Mastec Inc | MTZ | Shares | $229.4M | 713K |
| Nextera Energy Inc | NEE | Shares | $189.5M | 2.0M |
| Xcel Energy Inc | XEL | Shares | $152.4M | 1.9M |
| Firstenergy Corp | FE | Shares | $151.6M | 3.0M |
| Entergy Corp New | ETR | Shares | $142.2M | 1.3M |
| Coherent Corp | COHR | Shares | $107.7M | 452K |
| Constellation Energy Corp | CEG | Call | $89.4M | 320K |
| Dow Hldgs Inc | DOW | Shares | $79.9M | 1.9M |
| Williams Cos Inc | WMB | Shares | $79.3M | 1.1M |
| Constellation Energy Corp | CEG | Shares | $62.2M | 223K |
| Ul Solutions Inc | ULS | Shares | $61.2M | 714K |
| Pg&E Corp | PCG | Shares | $61.2M | 3.5M |
| Johnson Controls Internation | Shares | $60.7M | 464K | |
| Nrg Energy Inc | NRG | Shares | $59.5M | 407K |
| Select Sector Spdr Tr | XLU | Shares | $56.9M | 1.2M |
| Fedex Corp | FDX | Shares | $56.7M | 159K |
| C H Robinson Worldwide In | CHRW | Shares | $56.7M | 341K |
| Solaredge Technologies Inc | SEDG | Shares | $55.1M | 1.1M |
| Flextronics Intl Ltd | Shares | $52.3M | 799K | |
| Keysight Technologies Inc | KEYS | Shares | $46.6M | 165K |
| Cognex Corp | CGNX | Shares | $43.5M | 889K |
| Albemarle Corp | ALB | Shares | $39.9M | 222K |
| Gds Hldgs Ltd | GDS | Shares | $31.5M | 781K |
| Eos Energy Enterprises Inc | EOSE | Shares | $26.7M | 5.4M |
| T1 Energy Inc | TE | Shares | $26.0M | 5.9M |
| Edison Intl | EIX | Shares | $24.9M | 340K |
| Enovix Corporation | ENVX | Shares | $24.0M | 4.6M |
| Aes Corp | AES | Shares | $22.5M | 1.6M |
| Solv Energy Inc | MWH | Shares | $21.7M | 721K |
| Boeing Co | BA | Shares | $18.6M | 94K |
| Enphase Energy Inc | ENPH | Shares | $18.5M | 489K |
| Npk International Inc | NPKI | Shares | $15.9M | 1.1M |
| Forgent Power Solutions Inc | FPS | Shares | $15.5M | 529K |
| Ge Vernova Inc | GEV | Shares | $12.5M | 14K |
| Vertiv Holdings Co | VRT | Shares | $6.8M | 27K |
| Quanta Svcs Inc | PWR | Shares | $5.2M | 9K |
| Opal Fuels Inc | OPAL | Shares | $4.5M | 1.8M |
| Nextpower Inc | NXT | Shares | $3.3M | 27K |
| Array Technologies Inc | ARRY | Shares | $2.9M | 396K |
| Hesai Group | HSAI | Shares | $1.2M | 61K |
| Weride Inc | WRD | Shares | $1.1M | 134K |
| Pony Ai Inc | PONY | Shares | $475K | 50K |
| Ftc Solar Inc | FTCI | Shares | $341K | 90K |
| Ehang Hldgs Ltd | EH | Shares | $332K | 34K |
| Ses Ai Corporation | SES/WS | Shares | $10K | 240K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.