§ 13F · FUND PROFILE
Electron Capital Partners, LLC.
AUM · $2.5B (13F)Positions · 46Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$298M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEX LTD | 1.73M | $280M | 11.2% | +116% |
| 2 | MTZ | MASTEC INC | 620K | $258M | 10.3% | −13% |
| 3 | XEL | XCEL ENERGY INC | 2.52M | $203M | 8.1% | +31% |
| 4 | NEE | NEXTERA ENERGY INC | 1.93M | $170M | 6.8% | −5% |
| 5 | ETR | ENTERGY CORP NEW | 1.34M | $154M | 6.1% | +6% |
| 6 | COHR | COHERENT CORP | 277K | $109M | 4.4% | −39% |
| 7 | FE | FIRSTENERGY CORP | 2.05M | $97M | 3.9% | −32% |
| 8 | JCI | JOHNSON CONTROLS INTERNATION | 622K | $91M | 3.6% | +34% |
| 9 | WMB | WILLIAMS COS INC | 1.15M | $86M | 3.4% | +6% |
| 10 | CEG | CONSTELLATION ENERGY CORP | 286K | $71M | 2.8% | −47% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ELECTRON SIGNAL
AC read
Electron Capital Partners, LLC is a Other fund managing $2.5 billion in assets. The fund runs a portfolio of 46 positions.
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