Electron Capital Partners, LLC
Net buyer this quarter
$2.5B
46
+$141M
60.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FLEX | $280M | 11.18% | 0.47% | +116.3% | Q3 2022 |
 MTZ | $258M | 10.30% | 0.78% | -13.0% | Q4 2014 |
 XEL | $203M | 8.09% | 0.40% | +31.5% | Q3 2024 |
 NEE | $170M | 6.77% | 0.09% | -5.3% | Q4 2013 |
 ETR | $154M | 6.15% | 0.29% | +6.0% | Q3 2015 |
 COHR | $109M | 4.36% | 0.14% | -38.7% | Q2 2020 |
 FE | $97.3M | 3.88% | 0.35% | -31.6% | Q1 2016 |
 JCI | $90.9M | 3.63% | 0.10% | +34.2% | Q2 2021 |
 WMB | $85.8M | 3.43% | 0.09% | +6.0% | Q4 2025 |
 CEG | $71.1M | 2.84% | 0.08% | +28.5% | Q1 2022 |
 CGNX | $70.1M | 2.80% | 0.58% | +8.9% | Q1 2025 |
 KEYS | $70M | 2.79% | 0.12% | +21.2% | Q4 2025 |
 CHRW | $67.6M | 2.70% | 0.31% | +5.2% | Q1 2026 |
 PCG | $61.9M | 2.47% | 0.17% | +5.7% | Q4 2014 |
 FDXF | $55.4M | 2.21% | 0.25% | +360.8% | Q2 2026 |
 ULS | $54M | 2.16% | 0.26% | -25.7% | Q2 2025 |
 CVNA | $53.5M | 2.14% | Not reported | Not reported | Q4 2025 |
 NRG | $52.2M | 2.09% | 0.17% | -12.1% | Q1 2014 |
 GLW | $41.8M | 1.67% | 0.02% | New | Q2 2026 |
 PRIM | $41.1M | 1.64% | 0.77% | New | Q2 2026 |
 SEDG | $39.3M | 1.57% | 1.09% | -37.6% | Q1 2015 |
 EOSE | $39.3M | 1.57% | 1.96% | +24.2% | Q3 2022 |
 ES | $36.7M | 1.46% | 0.13% | Not reported | Q4 2016 |
 ENVX | $29.1M | 1.16% | 2.19% | +3.5% | Q3 2021 |
 TE | $27.8M | 1.11% | 1.04% | -50.6% | Q4 2025 |
 WOLF | $27.6M | 1.10% | 1.10% | New | Q2 2026 |
 EIX | $26.7M | 1.06% | 0.09% | +5.4% | Q1 2014 |
 MWH | $25.5M | 1.02% | Not reported | +3.9% | Q1 2026 |
 GDS | $25M | 1.00% | 0.09% | +6.5% | Q4 2022 |
 RIG | $22.7M | 0.91% | 0.42% | New | Q2 2026 |
 NXT | $21.2M | 0.85% | 0.13% | +554.9% | Q1 2023 |
 NPKI | $18.6M | 0.74% | 1.38% | +6.3% | Q1 2026 |
 ALB | $18.5M | 0.74% | 0.12% | -38.3% | Q3 2016 |
 GEV | $16.7M | 0.66% | 0.01% | -1.0% | Q1 2024 |
 FRVO | $13.4M | 0.54% | Not reported | New | Q2 2026 |
 VRT | $8.93M | 0.36% | 0.01% | -1.0% | Q2 2023 |
 PWR | $6.71M | 0.27% | 0.01% | -1.0% | Q3 2018 |
 XIFR | $4.05M | 0.16% | 0.36% | Not reported | Q3 2014 |
 OPAL | $3.96M | 0.16% | 7.15% | Not reported | Q3 2022 |
 ARRY | $2.9M | 0.12% | 0.25% | -1.0% | Q4 2020 |
 NIO | $1.44M | 0.06% | 0.01% | Not reported | Q2 2020 |
 HSAI | $1.09M | 0.04% | 0.04% | -1.0% | Q1 2025 |
 WRD | $771K | 0.03% | Not reported | -1.0% | Q3 2025 |
 PONY | $346K | 0.01% | 0.01% | -1.0% | Q4 2025 |
 EH | $222K | 0.01% | Not reported | -1.0% | Q4 2024 |
 SESCW | $7.95K | 0.00% | Not reported | Not reported | Q2 2021 |
| Q1 2026 | |||||
| MTZ | $229M | 8.98% | 0.90% | -11.4% | Q4 2014 |
| NEE | $189M | 7.42% | 0.10% | +15.4% | Q4 2013 |
| XEL | $152M | 5.97% | 0.31% | -0.9% | Q3 2024 |
| FE | $152M | 5.93% | 0.52% | +103.2% | Q1 2016 |
| ETR | $142M | 5.56% | 0.28% | -12.1% | Q3 2015 |
| COHR | $108M | 4.21% | 0.24% | -9.6% | Q2 2020 |
 DOW | $79.9M | 3.13% | 0.27% | New | Q1 2026 |
| WMB | $79.3M | 3.10% | 0.09% | +0.4% | Q4 2025 |
| CEG | $62.2M | 2.43% | 0.06% | -61.6% | Q1 2022 |
| ULS | $61.2M | 2.40% | 0.36% | -16.5% | Q2 2025 |
| PCG | $61.2M | 2.39% | 0.16% | +47.0% | Q4 2014 |
| JCI | $60.7M | 2.38% | 0.08% | -59.3% | Q2 2021 |
| NRG | $59.5M | 2.33% | 0.19% | Not reported | Q1 2014 |
 FDX | $56.7M | 2.22% | 0.07% | New | Q1 2026 |
| CHRW | $56.7M | 2.22% | 0.29% | New | Q1 2026 |
| SEDG | $55.1M | 2.16% | 1.77% | -33.6% | Q1 2015 |
| FLEX | $52.3M | 2.05% | 0.22% | -15.8% | Q3 2022 |
| KEYS | $46.6M | 1.82% | 0.10% | +2.5% | Q4 2025 |
| CGNX | $43.5M | 1.70% | 0.54% | +4.2% | Q1 2025 |
| ALB | $39.9M | 1.56% | 0.19% | Not reported | Q3 2016 |
| GDS | $31.5M | 1.23% | 0.08% | +640.6% | Q4 2022 |
| EOSE | $26.7M | 1.04% | 1.58% | -12.1% | Q3 2022 |
| TE | $26M | 1.02% | 2.13% | +69.4% | Q4 2025 |
| EIX | $24.9M | 0.97% | 0.09% | -1.4% | Q1 2014 |
| ENVX | $24M | 0.94% | 2.13% | -23.6% | Q3 2021 |
 AES | $22.5M | 0.88% | 0.22% | Not reported | Q4 2013 |
| MWH | $21.7M | 0.85% | Not reported | New | Q1 2026 |
 BA | $18.6M | 0.73% | 0.01% | -48.4% | Q4 2024 |
 ENPH | $18.5M | 0.72% | 0.37% | Not reported | Q1 2017 |
| NPKI | $15.9M | 0.62% | 1.30% | New | Q1 2026 |
 FPS | $15.5M | 0.61% | Not reported | New | Q1 2026 |
| GEV | $12.5M | 0.49% | 0.01% | -9.7% | Q1 2024 |
| VRT | $6.75M | 0.26% | 0.01% | +0.6% | Q2 2023 |
| PWR | $5.17M | 0.20% | 0.01% | -94.8% | Q3 2018 |
| OPAL | $4.54M | 0.18% | 7.15% | Not reported | Q3 2022 |
| NXT | $3.28M | 0.13% | 0.02% | -95.7% | Q1 2023 |
| ARRY | $2.86M | 0.11% | 0.26% | -85.0% | Q4 2020 |
| HSAI | $1.16M | 0.05% | 0.04% | +0.6% | Q1 2025 |
| WRD | $1.08M | 0.04% | Not reported | +0.6% | Q3 2025 |
| PONY | $475K | 0.02% | 0.01% | +0.6% | Q4 2025 |
 FTCI | $341K | 0.01% | 0.57% | +0.5% | Q2 2023 |
| EH | $332K | 0.01% | Not reported | +0.6% | Q4 2024 |
| SESCW | $10.1K | 0.00% | Not reported | Not reported | Q2 2021 |
| Q4 2025 | |||||
| CEG | $205M | 9.52% | 0.19% | -0.5% | Q1 2022 |
| MTZ | $175M | 8.12% | 1.02% | -1.8% | Q4 2014 |
| XEL | $143M | 6.64% | 0.31% | +15.2% | Q3 2024 |
| NEE | $142M | 6.59% | 0.08% | -10.2% | Q4 2013 |
| JCI | $136M | 6.34% | 0.19% | +6.5% | Q2 2021 |
| ETR | $133M | 6.18% | 0.32% | -6.5% | Q3 2015 |
 MMM | $128M | 5.96% | 0.15% | +0.6% | Q2 2024 |
| COHR | $92.3M | 4.29% | 0.32% | Not reported | Q2 2020 |
| PWR | $75.8M | 3.52% | 0.12% | -24.8% | Q3 2018 |
 EXC | $71.7M | 3.33% | 0.16% | +0.5% | Q4 2013 |
| EOSE | $70.2M | 3.26% | 1.82% | -7.2% | Q3 2022 |
| ULS | $67.5M | 3.13% | 0.43% | +8.8% | Q2 2025 |
| FE | $65.9M | 3.06% | 0.25% | Not reported | Q1 2016 |
| WMB | $65.3M | 3.03% | 0.09% | New | Q4 2025 |
| FLEX | $57.3M | 2.66% | 0.26% | Not reported | Q3 2022 |
| NXT | $55M | 2.56% | 0.46% | +11.5% | Q1 2023 |
| SEDG | $46.8M | 2.18% | 2.69% | -6.3% | Q1 2015 |
| ENVX | $44.3M | 2.06% | 2.80% | -24.7% | Q3 2021 |
 UAL | $43.8M | 2.03% | 0.12% | -33.6% | Q3 2020 |
 CAT | $42.8M | 1.99% | 0.02% | Not reported | Q1 2020 |
| BA | $39.4M | 1.83% | 0.02% | -47.3% | Q4 2024 |
| CVNA | $38.3M | 1.78% | Not reported | New | Q4 2025 |
| PCG | $38.1M | 1.77% | 0.11% | +19.0% | Q4 2014 |
| KEYS | $32.7M | 1.52% | 0.09% | New | Q4 2025 |
| CGNX | $30.7M | 1.43% | 0.51% | -38.5% | Q1 2025 |
| ARRY | $24.3M | 1.13% | 1.73% | -30.2% | Q4 2020 |
| TE | $23.4M | 1.09% | 1.31% | New | Q4 2025 |
| EIX | $20.7M | 0.96% | 0.09% | -48.5% | Q1 2014 |
 SGML | $14.7M | 0.68% | 1.00% | Not reported | Q4 2023 |
| GEV | $10.4M | 0.48% | 0.01% | -91.9% | Q1 2024 |
| VRT | $4.34M | 0.20% | 0.01% | -5.2% | Q2 2023 |
| OPAL | $4.24M | 0.20% | 7.15% | Not reported | Q3 2022 |
| GDS | $3.68M | 0.17% | 0.01% | +52.2% | Q4 2022 |
 SHLS | $2.56M | 0.12% | Not reported | -5.2% | Q2 2022 |
| HSAI | $1.35M | 0.06% | 0.04% | -5.2% | Q1 2025 |
| WRD | $1.16M | 0.05% | Not reported | -5.2% | Q3 2025 |
| FTCI | $979K | 0.05% | 0.58% | Not reported | Q2 2023 |
| PONY | $726K | 0.03% | 0.01% | New | Q4 2025 |
| EH | $448K | 0.02% | Not reported | -5.2% | Q4 2024 |
| SESCW | $40.8K | 0.00% | Not reported | Not reported | Q2 2021 |
| Q3 2025 | |||||
| CEG | $192M | 8.69% | 0.19% | -4.8% | Q1 2022 |
| MTZ | $174M | 7.90% | 1.04% | +9.6% | Q4 2014 |
| NEE | $149M | 6.73% | 0.09% | +21.2% | Q4 2013 |
| ETR | $143M | 6.50% | 0.34% | +214.6% | Q3 2015 |
| XEL | $136M | 6.14% | 0.28% | -2.7% | Q3 2024 |
| MMM | $124M | 5.60% | 0.15% | -9.0% | Q2 2024 |
| GEV | $120M | 5.42% | 0.07% | +1.7% | Q1 2024 |
| JCI | $118M | 5.33% | 0.16% | -20.9% | Q2 2021 |
| PWR | $98.9M | 4.48% | 0.16% | +3.2% | Q3 2018 |
 PPL | $83.1M | 3.76% | 0.30% | +4.4% | Q4 2014 |
| ENVX | $80.1M | 3.63% | 3.73% | +13.8% | Q3 2021 |
| EOSE | $75.1M | 3.40% | 2.34% | -5.5% | Q3 2022 |
| BA | $74.4M | 3.37% | 0.05% | +0.5% | Q4 2024 |
| EXC | $73.7M | 3.34% | 0.16% | +4.4% | Q4 2013 |
| SEDG | $64.1M | 2.90% | 2.91% | +107.8% | Q1 2015 |
| CGNX | $62.8M | 2.84% | 0.83% | +3.6% | Q1 2025 |
| UAL | $56.8M | 2.57% | 0.18% | Not reported | Q3 2020 |
| ULS | $55.7M | 2.52% | 0.39% | +25.8% | Q2 2025 |
| NXT | $41.9M | 1.90% | 0.41% | +2017.7% | Q1 2023 |
 ZBRA | $41.8M | 1.89% | 0.28% | -28.3% | Q2 2025 |
 APD | $38M | 1.72% | 0.06% | -70.3% | Q4 2024 |
| EIX | $37M | 1.68% | 0.17% | +3.8% | Q1 2014 |
 BWA | $31.8M | 1.44% | 0.33% | New | Q3 2025 |
| ARRY | $30.8M | 1.40% | 2.48% | +0.8% | Q4 2020 |
| PCG | $30M | 1.36% | 0.09% | +3.8% | Q4 2014 |
 CE | $23.8M | 1.08% | 0.52% | +7.5% | Q2 2025 |
 MBLY | $18.1M | 0.82% | 0.59% | Not reported | Q4 2022 |
 PLUG | $10.7M | 0.48% | 0.40% | Not reported | Q3 2021 |
| SGML | $7.13M | 0.32% | 1.00% | +4.2% | Q4 2023 |
| VRT | $4.26M | 0.19% | 0.01% | -0.2% | Q2 2023 |
| OPAL | $3.96M | 0.18% | 7.15% | Not reported | Q3 2022 |
| GDS | $2.68M | 0.12% | 0.01% | -0.2% | Q4 2022 |
| SHLS | $2.35M | 0.11% | Not reported | -83.9% | Q2 2022 |
| HSAI | $1.79M | 0.08% | Not reported | -0.2% | Q1 2025 |
| WRD | $1.39M | 0.06% | Not reported | New | Q3 2025 |
| EH | $665K | 0.03% | Not reported | -0.2% | Q4 2024 |
| SESCW | $41.8K | 0.00% | Not reported | Not reported | Q2 2021 |