Institutional Fund
Electron Capital Partners, LLC
New York, NYCIK 15869866 filings on record
Portfolio Value
$2.13B
Q1 2026
Holdings
44
Reported positions
New Buys
11
Opened this quarter
QoQ Change
-1.2%
from $2.15B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Mastec Inc10.8%
- Nextera Energy Inc8.9%
- Xcel Energy Inc7.2%
- Firstenergy Corp7.1%
- Entergy Corp New6.7%
- Coherent Corp5.1%
- Other54.3%
Portfolio Holdings
44 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc | 713.0K | $229.40M | 10.8% | −91.3K | Reduced |
| 2 | Nextera Energy Inc | 2.04M | $189.48M | 8.9% | +272.6K | Added |
| 3 | Xcel Energy Inc | 1.92M | $152.43M | 7.2% | −17.9K | Reduced |
| 4 | Firstenergy Corp | 2.99M | $151.57M | 7.1% | +1.52M | Added |
| 5 | Entergy Corp New | 1.27M | $142.17M | 6.7% | −174.8K | Reduced |
| 6 | Coherent Corp | 452.0K | $107.66M | 5.1% | −48.2K | Reduced |
| 7 | Dow Inc | 1.92M | $79.87M | 3.8% | +1.92M | New |
| 8 | Williams Cos Inc | 1.09M | $79.32M | 3.7% | +4.0K | Added |
| 9 | Constellation Energy Corp | 222.7K | $62.20M | 2.9% | −357.5K | Reduced |
| 10 | Ul Solutions Inc | 713.9K | $61.19M | 2.9% | −141.5K | Reduced |
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