Filed: 8/14/2026ACC: 0001012975-26-000779
📋 What this filing means
ELECTRON CAPITAL PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 46 equity positions with a total reported market value of $2.50B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
46
Positions
$2.50B
Total AUM (reported)
48.46M
Total Shares
Allocation by class
COM$1.61B64.1%
ORD$280.01M11.2%
COM NEW$147.66M5.9%
SHS$90.93M3.6%
COMMON STOCK$82.93M3.3%
CLASS A COM SHS$54.05M2.2%
CL A$53.52M2.1%
Portfolio Concentration
Top 3$740.58M29.6%
4–10$778.08M31.1%
11–25$739.86M29.5%
Rest$246.34M9.8%
Top 3 weight
29.6%
Top 10 weight
60.6%
Voting Authority Distribution
Total shares with voting rights: 48.46M
Sole
Full voting authority
48.46M
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
Other46
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings46
Rows:
FLEX LTD
DFNDShares1.73M
TypeSH
Market value$280.01M
11.18%
Sole
1.73M
Shared
0.00
None
0.00
MASTEC INC
DFNDShares620.19K
TypeSH
Market value$258.04M
10.30%
Sole
620.19K
Shared
0.00
None
0.00
XCEL ENERGY INC
DFNDShares2.52M
TypeSH
Market value$202.53M
8.09%
Sole
2.52M
Shared
0.00
None
0.00
NEXTERA ENERGY INC
DFNDShares1.93M
TypeSH
Market value$169.65M
6.77%
Sole
1.93M
Shared
0.00
None
0.00
ENTERGY CORP NEW
DFNDShares1.34M
TypeSH
Market value$153.99M
6.15%
Sole
1.34M
Shared
0.00
None
0.00
COHERENT CORP
DFNDShares277.07K
TypeSH
Market value$109.30M
4.36%
Sole
277.07K
Shared
0.00
None
0.00
FIRSTENERGY CORP
DFNDShares2.05M
TypeSH
Market value$97.31M
3.88%
Sole
2.05M
Shared
0.00
None
0.00
JOHNSON CONTROLS INTERNATION
DFNDShares622.33K
TypeSH
Market value$90.93M
3.63%
Sole
622.33K
Shared
0.00
None
0.00
WILLIAMS COS INC
DFNDShares1.15M
TypeSH
Market value$85.84M
3.43%
Sole
1.15M
Shared
0.00
None
0.00
CONSTELLATION ENERGY CORP
DFNDShares286.14K
TypeSH
Market value$71.07M
2.84%
Sole
286.14K
Shared
0.00
None
0.00
COGNEX CORP
DFNDShares967.84K
TypeSH
Market value$70.09M
2.80%
Sole
967.84K
Shared
0.00
None
0.00
KEYSIGHT TECHNOLOGIES INC
DFNDShares199.93K
TypeSH
Market value$69.99M
2.79%
Sole
199.93K
Shared
0.00
None
0.00
C H ROBINSON WORLDWIDE IN
DFNDShares359.08K
TypeSH
Market value$67.63M
2.70%
Sole
359.08K
Shared
0.00
None
0.00
PG&E CORP
DFNDShares3.68M
TypeSH
Market value$61.89M
2.47%
Sole
3.68M
Shared
0.00
None
0.00
FEDEX FGHT HLDG CO INC
DFNDShares366.68K
TypeSH
Market value$55.37M
2.21%
Sole
366.68K
Shared
0.00
None
0.00
UL SOLUTIONS INC
DFNDShares530.59K
TypeSH
Market value$54.05M
2.16%
Sole
530.59K
Shared
0.00
None
0.00
CARVANA CO
DFNDShares813.13K
TypeSH
Market value$53.52M
2.14%
Sole
813.13K
Shared
0.00
None
0.00
NRG ENERGY INC
DFNDShares357.63K
TypeSH
Market value$52.24M
2.09%
Sole
357.63K
Shared
0.00
None
0.00
CORNING INC
DFNDShares163.77K
TypeSH
Market value$41.83M
1.67%
Sole
163.77K
Shared
0.00
None
0.00
PRIMORIS SVCS CORP
DFNDShares415.10K
TypeSH
Market value$41.15M
1.64%
Sole
415.10K
Shared
0.00
None
0.00
SOLAREDGE TECHNOLOGIES INC
DFNDShares672.68K
TypeSH
Market value$39.31M
1.57%
Sole
672.68K
Shared
0.00
None
0.00
EOS ENERGY ENTERPRISES INC
DFNDShares6.68M
TypeSH
Market value$39.29M
1.57%
Sole
6.68M
Shared
0.00
None
0.00
EVERSOURCE ENERGY
DFNDShares507.16K
TypeSH
Market value$36.65M
1.46%
Sole
507.16K
Shared
0.00
None
0.00
ENOVIX CORPORATION
DFNDShares4.79M
TypeSH
Market value$29.06M
1.16%
Sole
4.79M
Shared
0.00
None
0.00
T1 ENERGY INC
DFNDShares2.93M
TypeSH
Market value$27.79M
1.11%
Sole
2.93M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FLEX LTDDFND | ORD | 1.73M | SH | $280.01M 11.18% | 1.73M | 0.00 | 0.00 |
MASTEC INCDFND | COM | 620.19K | SH | $258.04M 10.30% | 620.19K | 0.00 | 0.00 |
XCEL ENERGY INCDFND | COM | 2.52M | SH | $202.53M 8.09% | 2.52M | 0.00 | 0.00 |
NEXTERA ENERGY INCDFND | COM | 1.93M | SH | $169.65M 6.77% | 1.93M | 0.00 | 0.00 |
ENTERGY CORP NEWDFND | COM | 1.34M | SH | $153.99M 6.15% | 1.34M | 0.00 | 0.00 |
COHERENT CORPDFND | COM | 277.07K | SH | $109.30M 4.36% | 277.07K | 0.00 | 0.00 |
FIRSTENERGY CORPDFND | COM | 2.05M | SH | $97.31M 3.88% | 2.05M | 0.00 | 0.00 |
JOHNSON CONTROLS INTERNATIONDFND | SHS | 622.33K | SH | $90.93M 3.63% | 622.33K | 0.00 | 0.00 |
WILLIAMS COS INCDFND | COM | 1.15M | SH | $85.84M 3.43% | 1.15M | 0.00 | 0.00 |
CONSTELLATION ENERGY CORPDFND | COM | 286.14K | SH | $71.07M 2.84% | 286.14K | 0.00 | 0.00 |
COGNEX CORPDFND | COM | 967.84K | SH | $70.09M 2.80% | 967.84K | 0.00 | 0.00 |
KEYSIGHT TECHNOLOGIES INCDFND | COM | 199.93K | SH | $69.99M 2.79% | 199.93K | 0.00 | 0.00 |
C H ROBINSON WORLDWIDE INDFND | COM NEW | 359.08K | SH | $67.63M 2.70% | 359.08K | 0.00 | 0.00 |
PG&E CORPDFND | COM | 3.68M | SH | $61.89M 2.47% | 3.68M | 0.00 | 0.00 |
FEDEX FGHT HLDG CO INCDFND | COMMON STOCK | 366.68K | SH | $55.37M 2.21% | 366.68K | 0.00 | 0.00 |
UL SOLUTIONS INCDFND | CLASS A COM SHS | 530.59K | SH | $54.05M 2.16% | 530.59K | 0.00 | 0.00 |
CARVANA CODFND | CL A | 813.13K | SH | $53.52M 2.14% | 813.13K | 0.00 | 0.00 |
NRG ENERGY INCDFND | COM NEW | 357.63K | SH | $52.24M 2.09% | 357.63K | 0.00 | 0.00 |
CORNING INCDFND | COM | 163.77K | SH | $41.83M 1.67% | 163.77K | 0.00 | 0.00 |
PRIMORIS SVCS CORPDFND | COM | 415.10K | SH | $41.15M 1.64% | 415.10K | 0.00 | 0.00 |
SOLAREDGE TECHNOLOGIES INCDFND | COM | 672.68K | SH | $39.31M 1.57% | 672.68K | 0.00 | 0.00 |
EOS ENERGY ENTERPRISES INCDFND | COM CL A | 6.68M | SH | $39.29M 1.57% | 6.68M | 0.00 | 0.00 |
EVERSOURCE ENERGYDFND | COM | 507.16K | SH | $36.65M 1.46% | 507.16K | 0.00 | 0.00 |
ENOVIX CORPORATIONDFND | COM | 4.79M | SH | $29.06M 1.16% | 4.79M | 0.00 | 0.00 |
T1 ENERGY INCDFND | COM NEW | 2.93M | SH | $27.79M 1.11% | 2.93M | 0.00 | 0.00 |
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