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CIK: 0001586986
Total reported value
$2.5B
$2.5B
45 檔
42.3%
During the Q1 2026 filing period, Electron Capital Partners, LLC (CIK: 0001586986) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 45 reported positions.
Electron Capital Partners, LLC executed strategic sector rebalancing during Q1 2026, establishing 12 new positions while fully exiting 7 holdings and trimming 17 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 13.19% | -13.19% | EXIT | |
| 2 | MTZ | Mastec Inc | Stock-Industrials | 8.98% | +1.32% | -11.35% | |
| 3 | NEE | Nextera Energy Inc | Stock-Utilities | 7.42% | -0.65% | +15.42% | |
| 4 | XEL | Xcel Energy Inc | Stock-Utilities | 5.97% | +2.12% | -0.93% | |
| 5 | FE | Firstenergy CORP | Stock-Utilities | 5.93% | -2.05% | +103.23% | |
| 6 | CEG | Constellation Energy | Stock-Utilities | 5.93% | -3.09% | -6.47% | |
| 7 | ETR | Entergy CORP | Stock-Utilities | 5.56% | +0.59% | -12.14% | |
| 8 | COHR | Coherent CORP | Stock-Tech | 4.21% | +0.15% | -9.64% | |
| 9 | DOW | Dow Inc | Stock-Materials | 3.13% | -3.13% | EXIT | |
| 10 | WMB | Williams Cos Inc | Stock-Energy | 3.10% | +0.33% | +0.37% | |
| 11 | ULS | Ul Solutions Inc - Class A | Stock-Industrials | 2.40% | -0.24% | -16.54% | |
| 12 | PCG | P G & E CORP | Stock-Utilities | 2.39% | +0.08% | +47.02% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.38% | +1.25% | -59.29% | |
| 14 | NRG | Nrg Energy Inc | Stock-Utilities | 2.33% | -0.24% | — | |
| 15 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 2.23% | -2.23% | EXIT | |
| 16 | FDX | Fedex CORP | Stock-Industrials | 2.22% | -2.22% | EXIT | |
| 17 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 2.22% | +0.48% | — | |
| 18 | SEDG | Solaredge Technologies Inc | Stock-Tech | 2.16% | -0.59% | -33.57% | |
| 19 | FLEX | Flex Ltd. | Stock-Tech | 2.05% | +9.13% | -15.76% | |
| 20 | KEYS | Keysight Technologies In | Stock-Tech | 1.82% | +0.97% | +2.50% | |
| 21 | CGNX | Cognex CORP | Stock-Tech | 1.70% | +1.10% | +4.18% | |
| 22 | ALB | Albemarle CORP | Stock-Materials | 1.56% | -0.82% | — | |
| 23 | GDS | Gds Holdings LTD - Adr | Stock-Other | 1.23% | -0.23% | +640.63% | |
| 24 | EOSE | Eos Energy Enterprises Inc | Stock-Other | 1.04% | +0.53% | -12.12% | |
| 25 | TE | T1 Energy Inc | Stock-Other | 1.02% | +0.09% | +69.42% | |
| 26 | EIX | Edison International | Stock-Utilities | 0.97% | +0.09% | -1.43% | |
| 27 | ENVX | Enovix CORP | Stock-Other | 0.94% | +0.22% | -23.55% | |
| 28 | AES | Aes CORP | Stock-Utilities | 0.88% | -0.88% | EXIT | |
| 29 | MWH | Solv Energy Inc-cl A | Stock-Other | 0.85% | +0.17% | — | |
| 30 | BA | Boeing Co/the | Stock-Industrials | 0.73% | -0.73% | EXIT | |
| 31 | ENPH | Enphase Energy Inc | Stock-Tech | 0.72% | -0.72% | EXIT | |
| 32 | NPKI | Npk International Inc | Stock-Other | 0.62% | +0.12% | — | |
| 33 | FPS | Forgent Power Solutions Inc | Stock-Other | 0.61% | -0.61% | EXIT | |
| 34 | GEV | GE Vernova Inc | Stock-Industrials | 0.49% | +0.17% | -9.70% | |
| 35 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.26% | +0.10% | +0.58% | |
| 36 | PWR | Quanta Services Inc | Stock-Industrials | 0.20% | +0.07% | -94.76% | |
| 37 | OPAL | Opal Fuels Inc-a | Stock-Other | 0.18% | -0.02% | — | |
| 38 | NXT | Nextpower Inc-cl A | Stock-Tech | 0.13% | +0.72% | -95.70% | |
| 39 | ARRY | Array Technologies Inc | Stock-Other | 0.11% | +0.01% | -85.01% | |
| 40 | HSAI | Hesai Group | Stock-Other | 0.05% | -0.01% | +0.58% | |
| 41 | WRD | Weride Inc-adr | Stock-Other | 0.04% | -0.01% | +0.58% | |
| 42 | PONY | Pony Ai Inc | Stock-Other | 0.02% | -0.01% | +0.58% | |
| 43 | FTCI | Ftc Solar Inc | Stock-Other | 0.01% | -0.01% | EXIT | |
| 44 | EH | Ehang Holdings Ltd-sps Adr | Stock-Other | 0.01% | — | +0.58% | |
| 45 | SES-WS | Ivanhoe Capital Cl A -cw27 | Stock-Other | — | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FE | Firstenergy CORP | +2.9% | +103.23% | Add |
| 2 | GDS | Gds Holdings LTD - Adr | +1.1% | +640.63% | Add |
| 3 | MTZ | Mastec Inc | +0.9% | -11.35% | Trim |
| 4 | NEE | Nextera Energy Inc | +0.8% | +15.42% | Add |
| 5 | PCG | P G & E CORP | +0.6% | +47.02% | Add |
| 6 | KEYS | Keysight Technologies In | +0.3% | +2.50% | Add |
| 7 | CGNX | Cognex CORP | +0.3% | +4.18% | Add |
| 8 | WMB | Williams Cos Inc | +0.1% | +0.37% | Add |
| 9 | VRT | Vertiv Holdings Co-a | +0.1% | +0.58% | Add |
| 10 | EIX | Edison International | 0% | -1.43% | Trim |
| 11 | GEV | GE Vernova Inc | 0% | -9.70% | Trim |
| 12 | SES-WS | Ivanhoe Capital Cl A -cw27 | — | — | Unchanged |
| 13 | PONY | Pony Ai Inc | 0% | +0.58% | Add |
| 14 | HSAI | Hesai Group | 0% | +0.58% | Add |
| 15 | EH | Ehang Holdings Ltd-sps Adr | 0% | +0.58% | Add |
| 16 | WRD | Weride Inc-adr | 0% | +0.58% | Add |
| 17 | SEDG | Solaredge Technologies Inc | 0% | -33.57% | Trim |
| 18 | OPAL | Opal Fuels Inc-a | 0% | — | Unchanged |
| 19 | FTCI | Ftc Solar Inc | 0% | +0.53% | Add |
| 20 | TE | T1 Energy Inc | -0.1% | +69.42% | Add |
| 21 | COHR | Coherent CORP | -0.1% | -9.64% | Trim |
| 22 | FLEX | Flex Ltd. | -0.6% | -15.76% | Trim |
| 23 | ETR | Entergy CORP | -0.6% | -12.14% | Trim |
| 24 | XEL | Xcel Energy Inc | -0.7% | -0.93% | Trim |
| 25 | ULS | Ul Solutions Inc - Class A | -0.7% | -16.54% | Trim |
| 26 | ARRY | Array Technologies Inc | -1% | -85.01% | Trim |
| 27 | BA | Boeing Co/the | -1.1% | -48.40% | Trim |
| 28 | ENVX | Enovix CORP | -1.1% | -23.55% | Trim |
| 29 | EOSE | Eos Energy Enterprises Inc | -2.2% | -12.12% | Trim |
| 30 | NXT | Nextpower Inc-cl A | -2.4% | -95.70% | Trim |
| 31 | PWR | Quanta Services Inc | -3.3% | -94.76% | Trim |
| 32 | CEG | Constellation Energy | -3.6% | -6.47% | Trim |
| 33 | JNJ | Johnson & Johnson | -4% | -59.29% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 35 | MMM | 3m Co | — | EXIT | Sold out |
| 36 | DOW | Dow Inc | — | NEW | New buy |
| 37 | EXC | Exelon CORP | — | EXIT | Sold out |
| 38 | NRG | Nrg Energy Inc | — | NEW | New buy |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | — | NEW | New buy |
| 40 | FDX | Fedex CORP | — | NEW | New buy |
| 41 | CHRW | C.h. Robinson Worldwide Inc | — | NEW | New buy |
| 42 | UAL | United Airlines Holdings Inc | — | EXIT | Sold out |
| 43 | CAT | Caterpillar Inc | — | EXIT | Sold out |
| 44 | ALB | Albemarle CORP | — | NEW | New buy |
| 45 | CVNA | Carvana Co | — | EXIT | Sold out |
| 46 | AES | Aes CORP | — | NEW | New buy |
| 47 | MWH | Solv Energy Inc-cl A | — | NEW | New buy |
| 48 | ENPH | Enphase Energy Inc | — | NEW | New buy |
| 49 | NPKI | Npk International Inc | — | NEW | New buy |
| 50 | FPS | Forgent Power Solutions Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Electron Capital Partners, LLC reported a total U.S. public equity portfolio value of $2.5B across 45 disclosed positions in Q1 2026.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, MTZ, NEE) accounted for 42.3% of total reported equity market value during Q1 2026.
Top New Position Initiated
SPY
市值: $336.9M
Top Position Liquidated / Trimmed
MMM
前期市值: $128.3M
During Q1 2026, Electron Capital Partners, LLC's top holdings by market value included SPY (13.2%)、MTZ (9.0%)、NEE (7.4%). The largest single position, SPY, represented 13.2% of total portfolio value.
In Q1 2026, Electron Capital Partners, LLC made 50 total portfolio adjustments, initiating 12 new buys, adding to 14 positions, trimming 17 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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