Sponsored

The Analysis of Electron Capital Partners, LLC's Holdings & P&L

Currently, Electron Capital Partners, LLC holds 44 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in DOW (+1.9M shares, valued at $79.9M), FE (+1.5M shares, valued at $77.0M), NRG (+406.8K shares, valued at $59.5M); decreased their positions in CEG (-5.6M shares, valued at $1.6B), PWR (-170.2K shares, valued at $93.5M), JCI (-675.7K shares, valued at $88.5M); initiated new positions in DOW (+1.9M shares, valued at $79.9M), NRG (+406.8K shares, valued at $59.5M), XLU (+1.2M shares, valued at $56.9M).

1M P&L

+101.2M+4.77%

3M P&L

+200.4M+9.90%

HY P&L

+411.6M+22.70%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Utilities - Regulated Electric721.7M

36.4%

2Engineering & Construction234.6M

11.8%

3Integrated Freight & Logistics113.4M

5.7%

Top Industries by Stock Count

1Utilities - Regulated Electric6 stocks

14.6%

2Solar5 stocks

12.2%

3Electrical Equipment & Parts4 stocks

9.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MTZ MASTEC INC713.0K shares-11.35%2026-03-312026-05-15

NEE NEXTERA ENERGY INC2.0M shares15.42%2026-03-312026-05-15

XEL XCEL ENERGY INC1.9M shares-0.93%2026-03-312026-05-15

FE FIRSTENERGY CORP3.0M shares103.23%2026-03-312026-05-15

ETR ENTERGY CORP NEW1.3M shares-12.14%2026-03-312026-05-15

COHERENT CORP COHERENT CORP452.0K shares-9.64%2026-03-312026-05-15

DOW DOW HLDGS INC1.9M sharesnew addition2026-03-312026-05-15

WMB WILLIAMS COS INC1.1M shares0.37%2026-03-312026-05-15

Sponsored

CEG CONSTELLATION ENERGY CORP222.7K shares-96.16%2026-03-312026-05-15

ULS UL SOLUTIONS INC713.9K shares-16.54%2026-03-312026-05-15

PCG PG&E CORP3.5M shares47.02%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION463.9K shares-59.29%2026-03-312026-05-15

NRG NRG ENERGY INC406.8K sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR1.2M sharesnew addition2026-03-312026-05-15

FDX FEDEX CORP159.2K sharesnew addition2026-03-312026-05-15

CHRW C H ROBINSON WORLDWIDE IN341.4K sharesnew addition2026-03-312026-05-15

Sponsored

SEDG SOLAREDGE TECHNOLOGIES INC1.1M shares-33.57%2026-03-312026-05-15

FLEX FLEXTRONICS INTL LTD798.8K shares-15.76%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC165.0K shares2.50%2026-03-312026-05-15

CGNX COGNEX CORP888.6K shares4.18%2026-03-312026-05-15

ALB ALBEMARLE CORP222.3K sharesnew addition2026-03-312026-05-15

GDS GDS HLDGS LTD781.0K shares640.63%2026-03-312026-05-15

EOSE EOS ENERGY ENTERPRISES INC5.4M shares-12.12%2026-03-312026-05-15

TE T1 ENERGY INC5.9M shares69.42%2026-03-312026-05-15

Sponsored

EIX EDISON INTL339.7K shares-1.43%2026-03-312026-05-15

ENVX ENOVIX CORPORATION4.6M shares-23.55%2026-03-312026-05-15

AES AES CORP1.6M sharesnew addition2026-03-312026-05-15

SOLV ENERGY INC SOLV ENERGY INC721.3K sharesnew addition2026-03-312026-05-15

BA BOEING CO93.7K shares-48.40%2026-03-312026-05-15

ENPH ENPHASE ENERGY INC488.9K sharesnew addition2026-03-312026-05-15

NPKI NPK INTERNATIONAL INC1.1M sharesnew addition2026-03-312026-05-15

FORGENT POWER SOLUTIONS INC FORGENT POWER SOLUTIONS INC528.7K sharesnew addition2026-03-312026-05-15

Sponsored

GEV GE VERNOVA INC14.3K shares-9.70%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO26.9K shares0.58%2026-03-312026-05-15

PWR QUANTA SVCS INC9.4K shares-94.76%2026-03-312026-05-15

OPAL OPAL FUELS INC1.8M shares0.00%2026-03-312026-05-15

NXT NEXTPOWER INC27.2K shares-95.70%2026-03-312026-05-15

ARRY ARRAY TECHNOLOGIES INC395.9K shares-85.01%2026-03-312026-05-15

HSAI HESAI GROUP60.7K shares0.58%2026-03-312026-05-15

WRD WERIDE INC133.9K shares0.58%2026-03-312026-05-15

Sponsored

PONY PONY AI INC50.4K shares0.58%2026-03-312026-05-15

FTCI FTC SOLAR INC90.2K shares0.53%2026-03-312026-05-15

EH EHANG HLDGS LTD34.2K shares0.58%2026-03-312026-05-15

SES.WS SES AI CORPORATION239.8K shares0.00%2026-03-312026-05-15

MTZ

MASTEC INC

-11.35%

Shares713.0K

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY INC

15.42%

Shares2.0M

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

-0.93%

Shares1.9M

Event2026-03-31

Filed2026-05-15

FIRSTENERGY CORP

103.23%

Shares3.0M

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP NEW

-12.14%

Shares1.3M

Event2026-03-31

Filed2026-05-15

COHERENT CORP

-9.64%

Shares452.0K

Event2026-03-31

Filed2026-05-15

DOW

DOW HLDGS INC

New

Shares1.9M

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS INC

0.37%

Shares1.1M

Event2026-03-31

Filed2026-05-15

CEG

CONSTELLATION ENERGY CORP

-96.16%

Shares222.7K

Event2026-03-31

Filed2026-05-15

ULS

UL SOLUTIONS INC

-16.54%

Shares713.9K

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

47.02%

Shares3.5M

Event2026-03-31

Filed2026-05-15

JCI

JOHNSON CONTROLS INTERNATION

-59.29%

Shares463.9K

Event2026-03-31

Filed2026-05-15

NRG

NRG ENERGY INC

New

Shares406.8K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

New

Shares159.2K

Event2026-03-31

Filed2026-05-15

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares341.4K

Event2026-03-31

Filed2026-05-15

SEDG

SOLAREDGE TECHNOLOGIES INC

-33.57%

Shares1.1M

Event2026-03-31

Filed2026-05-15

FLEX

FLEXTRONICS INTL LTD

-15.76%

Shares798.8K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES INC

2.50%

Shares165.0K

Event2026-03-31

Filed2026-05-15

CGNX

COGNEX CORP

4.18%

Shares888.6K

Event2026-03-31

Filed2026-05-15

ALB

ALBEMARLE CORP

New

Shares222.3K

Event2026-03-31

Filed2026-05-15

GDS

GDS HLDGS LTD

640.63%

Shares781.0K

Event2026-03-31

Filed2026-05-15

EOSE

EOS ENERGY ENTERPRISES INC

-12.12%

Shares5.4M

Event2026-03-31

Filed2026-05-15

T1 ENERGY INC

69.42%

Shares5.9M

Event2026-03-31

Filed2026-05-15

EIX

EDISON INTL

-1.43%

Shares339.7K

Event2026-03-31

Filed2026-05-15

ENVX

ENOVIX CORPORATION

-23.55%

Shares4.6M

Event2026-03-31

Filed2026-05-15

AES

AES CORP

New

Shares1.6M

Event2026-03-31

Filed2026-05-15

SOLV ENERGY INC

New

Shares721.3K

Event2026-03-31

Filed2026-05-15

BOEING CO

-48.40%

Shares93.7K

Event2026-03-31

Filed2026-05-15

ENPH

ENPHASE ENERGY INC

New

Shares488.9K

Event2026-03-31

Filed2026-05-15

NPKI

NPK INTERNATIONAL INC

New

Shares1.1M

Event2026-03-31

Filed2026-05-15

FORGENT POWER SOLUTIONS INC

New

Shares528.7K

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA INC

-9.70%

Shares14.3K

Event2026-03-31

Filed2026-05-15

VRT

VERTIV HOLDINGS CO

0.58%

Shares26.9K

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SVCS INC

-94.76%

Shares9.4K

Event2026-03-31

Filed2026-05-15

OPAL

OPAL FUELS INC

0.00%

Shares1.8M

Event2026-03-31

Filed2026-05-15

NXT

NEXTPOWER INC

-95.70%

Shares27.2K

Event2026-03-31

Filed2026-05-15

ARRY

ARRAY TECHNOLOGIES INC

-85.01%

Shares395.9K

Event2026-03-31

Filed2026-05-15

HSAI

HESAI GROUP

0.58%

Shares60.7K

Event2026-03-31

Filed2026-05-15

WRD

WERIDE INC

0.58%

Shares133.9K

Event2026-03-31

Filed2026-05-15

PONY

PONY AI INC

0.58%

Shares50.4K

Event2026-03-31

Filed2026-05-15

FTCI

FTC SOLAR INC

0.53%

Shares90.2K

Event2026-03-31

Filed2026-05-15

EHANG HLDGS LTD

0.58%

Shares34.2K

Event2026-03-31

Filed2026-05-15

SES.WS

SES AI CORPORATION

0.00%

Shares239.8K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

CEG Call CallCONSTELLATION ENERGY CORP320.0K sharesnew addition2026-03-312026-05-15

CEG Call

CONSTELLATION ENERGY CORP

New

Shares320.0K

Event2026-03-31

Filed2026-05-15

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T518.0K sharesnew addition2026-03-312026-05-15

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares518.0K

Event2026-03-31

Filed2026-05-15