Filed: 5/15/2026ACC: 0001012975-26-000446
📋 What this filing means
ELECTRON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 45 equity positions with a total reported market value of $2.55B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
45
Positions
$2.55B
Total AUM (reported)
47.88M
Total Shares
Allocation by class
COM$1.71B67.0%
TR UNIT$336.88M13.2%
COM NEW$142.52M5.6%
CLASS A COM SHS$61.19M2.4%
SHS$60.75M2.4%
STATE STREET UTI$56.92M2.2%
ORD$52.29M2.0%
Portfolio Concentration
Top 3$755.76M29.6%
4–10$864.57M33.8%
11–25$734.43M28.7%
Rest$200.04M7.8%
Top 3 weight
29.6%
Top 10 weight
63.4%
Voting Authority Distribution
Total shares with voting rights: 47.88M
Sole
Full voting authority
47.88M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other45
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings45
Rows:
STATE STR SPDR S&P 500 ETF T
DFNDShares518K
TypeSH
Market value$336.88M
13.19%
Sole
518K
Shared
0.00
None
0.00
MASTEC INC
DFNDShares713.01K
TypeSH
Market value$229.40M
8.98%
Sole
713.01K
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares2.04M
TypeSH
Market value$189.48M
7.42%
Sole
2.04M
Shared
0.00
None
0.00
XCEL ENERGY INC
DFNDShares1.92M
TypeSH
Market value$152.43M
5.97%
Sole
1.92M
Shared
0.00
None
0.00
FIRSTENERGY CORP
DFNDShares2.99M
TypeSH
Market value$151.57M
5.93%
Sole
2.99M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares542.72K
TypeSH
Market value$151.56M
5.93%
Sole
542.72K
Shared
0.00
None
0.00
ENTERGY CORP NEW
DFNDShares1.27M
TypeSH
Market value$142.17M
5.56%
Sole
1.27M
Shared
0.00
None
0.00
COHERENT CORP
DFNDShares451.95K
TypeSH
Market value$107.66M
4.21%
Sole
451.95K
Shared
0.00
None
0.00
DOW HLDGS INC
DFNDShares1.92M
TypeSH
Market value$79.87M
3.13%
Sole
1.92M
Shared
0.00
None
0.00
WILLIAMS COS INC
DFNDShares1.09M
TypeSH
Market value$79.32M
3.10%
Sole
1.09M
Shared
0.00
None
0.00
UL SOLUTIONS INC
DFNDShares713.94K
TypeSH
Market value$61.19M
2.40%
Sole
713.94K
Shared
0.00
None
0.00
PG&E CORP
DFNDShares3.48M
TypeSH
Market value$61.17M
2.39%
Sole
3.48M
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
DFNDShares463.90K
TypeSH
Market value$60.75M
2.38%
Sole
463.90K
Shared
0.00
None
0.00
NRG ENERGY INC
DFNDShares406.83K
TypeSH
Market value$59.45M
2.33%
Sole
406.83K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
DFNDShares1.24M
TypeSH
Market value$56.92M
2.23%
Sole
1.24M
Shared
0.00
None
0.00
FEDEX CORP
DFNDShares159.16K
TypeSH
Market value$56.69M
2.22%
Sole
159.16K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE IN
DFNDShares341.36K
TypeSH
Market value$56.69M
2.22%
Sole
341.36K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
DFNDShares1.08M
TypeSH
Market value$55.07M
2.16%
Sole
1.08M
Shared
0.00
None
0.00
FLEXTRONICS INTL LTD
DFNDShares798.77K
TypeSH
Market value$52.29M
2.05%
Sole
798.77K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares165.03K
TypeSH
Market value$46.60M
1.82%
Sole
165.03K
Shared
0.00
None
0.00
COGNEX CORP
DFNDShares888.61K
TypeSH
Market value$43.53M
1.70%
Sole
888.61K
Shared
0.00
None
0.00
ALBEMARLE CORP
DFNDShares222.31K
TypeSH
Market value$39.91M
1.56%
Sole
222.31K
Shared
0.00
None
0.00
GDS HLDGS LTD
DFNDShares780.98K
TypeSH
Market value$31.47M
1.23%
Sole
780.98K
Shared
0.00
None
0.00
EOS ENERGY ENTERPRISES INC
DFNDShares5.38M
TypeSH
Market value$26.68M
1.04%
Sole
5.38M
Shared
0.00
None
0.00
T1 ENERGY INC
DFNDShares5.93M
TypeSH
Market value$26.03M
1.02%
Sole
5.93M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STR SPDR S&P 500 ETF TDFND | TR UNIT | 518K | SH | $336.88M 13.19% | 518K | 0.00 | 0.00 |
MASTEC INCDFND | COM | 713.01K | SH | $229.40M 8.98% | 713.01K | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 2.04M | SH | $189.48M 7.42% | 2.04M | 0.00 | 0.00 |
XCEL ENERGY INCDFND | COM | 1.92M | SH | $152.43M 5.97% | 1.92M | 0.00 | 0.00 |
FIRSTENERGY CORPDFND | COM | 2.99M | SH | $151.57M 5.93% | 2.99M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 542.72K | SH | $151.56M 5.93% | 542.72K | 0.00 | 0.00 |
ENTERGY CORP NEWDFND | COM | 1.27M | SH | $142.17M 5.56% | 1.27M | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 451.95K | SH | $107.66M 4.21% | 451.95K | 0.00 | 0.00 |
DOW HLDGS INCDFND | COM | 1.92M | SH | $79.87M 3.13% | 1.92M | 0.00 | 0.00 |
WILLIAMS COS INCDFND | COM | 1.09M | SH | $79.32M 3.10% | 1.09M | 0.00 | 0.00 |
UL SOLUTIONS INCDFND | CLASS A COM SHS | 713.94K | SH | $61.19M 2.40% | 713.94K | 0.00 | 0.00 |
PG&E CORPDFND | COM | 3.48M | SH | $61.17M 2.39% | 3.48M | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONDFND | SHS | 463.90K | SH | $60.75M 2.38% | 463.90K | 0.00 | 0.00 |
NRG ENERGY INCDFND | COM NEW | 406.83K | SH | $59.45M 2.33% | 406.83K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRDFND | STATE STREET UTI | 1.24M | SH | $56.92M 2.23% | 1.24M | 0.00 | 0.00 |
FEDEX CORPDFND | COM | 159.16K | SH | $56.69M 2.22% | 159.16K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INDFND | COM NEW | 341.36K | SH | $56.69M 2.22% | 341.36K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCDFND | COM | 1.08M | SH | $55.07M 2.16% | 1.08M | 0.00 | 0.00 |
FLEXTRONICS INTL LTDDFND | ORD | 798.77K | SH | $52.29M 2.05% | 798.77K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 165.03K | SH | $46.60M 1.82% | 165.03K | 0.00 | 0.00 |
COGNEX CORPDFND | COM | 888.61K | SH | $43.53M 1.70% | 888.61K | 0.00 | 0.00 |
ALBEMARLE CORPDFND | COM | 222.31K | SH | $39.91M 1.56% | 222.31K | 0.00 | 0.00 |
GDS HLDGS LTDDFND | SPONSORED ADS | 780.98K | SH | $31.47M 1.23% | 780.98K | 0.00 | 0.00 |
EOS ENERGY ENTERPRISES INCDFND | COM CL A | 5.38M | SH | $26.68M 1.04% | 5.38M | 0.00 | 0.00 |
T1 ENERGY INCDFND | COM NEW | 5.93M | SH | $26.03M 1.02% | 5.93M | 0.00 | 0.00 |
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