Electron Capital Partners, LLC

CIK 0001586986 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Electron Capital Partners, LLC reported 46 positions worth $2.50B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: FLEX (11.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$2.50B
2026 Q2
Positions
46
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
60.6%
Est. Net Flow (Q)
2026 Q2
10 / 46 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1FLEXFLEX LTDSH$280.0M11.18%1,727,715
2MTZMASTEC INCSH$258.0M10.30%620,190
3XELXCEL ENERGY INCSH$202.5M8.09%2,522,174
4NEENEXTERA ENERGY INCSH$169.7M6.77%1,932,900
5ETRENTERGY CORP NEWSH$154.0M6.15%1,340,648
6COHRCOHERENT CORPSH$109.3M4.36%277,072
7FEFIRSTENERGY CORPSH$97.3M3.88%2,046,976
8JCIJOHNSON CONTROLS INTERNATIONSH$90.9M3.63%622,330
9WMBWILLIAMS COS INCSH$85.8M3.43%1,154,694
10CEGCONSTELLATION ENERGY CORPSH$71.1M2.84%286,137

The free plan shows the top 10 positions. The remaining 36 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Electron Capital Partners, LLC hold as of Q2 2026?

Electron Capital Partners, LLC reported 46 positions worth $2.50B in its Q2 2026 13F filing. Largest positions: FLEX (11.2%), MTZ (10.3%), XEL (8.1%), NEE (6.8%) and ETR (6.1%).

What did Electron Capital Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Electron Capital Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.