§ 13F · FUND PROFILE
Electron Capital Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $2.2B (13F)Positions · 37Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$780M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | 518K | $337M | 13.2% | NEW |
| 2 | MTZ | MASTEC INC | 713K | $229M | 9.0% | −56% |
| 3 | NEE | NEXTERA ENERGY INC | 2.04M | $189M | 7.4% | −42% |
| 4 | XEL | XCEL ENERGY INC | 1.92M | $152M | 6.0% | −50% |
| 5 | FE | FIRSTENERGY CORP | 2.99M | $152M | 5.9% | +2% |
| 6 | ETR | ENTERGY CORP NEW | 1.27M | $142M | 5.6% | −56% |
| 7 | COHR | COHERENT CORP | 452K | $108M | 4.2% | −55% |
| 8 | CEG | CONSTELLATION ENERGY CORP | 320K | $89M | 3.5% | −91% |
| 9 | DOW | DOW HLDGS INC | 1.92M | $80M | 3.1% | NEW |
| 10 | WMB | WILLIAMS COS INC | 1.09M | $79M | 3.1% | −50% |
§ 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 $2.2 billion in assets. The fund runs a portfolio of 37 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed