Electron Capital Partners, LLC holds a focused book of 44 reported positions worth $2.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter Solv Energy Inc-CL A first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Dow Inc and trimmed Mastec Inc. Their largest long position is Mastec Inc at 11% of the reported non-option book. They also disclosed $336.9M in put options (a bearish bet) and $89.4M in call options (bullish), shown separately below and excluded from the non-option book. Cloning the disclosed picks since 2014 would be +730% (+18.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 129.4 points over this window.
Growth of $10,000 cloning Electron Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~45 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
+3 sectors below the cut, under 0.5% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Electron Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Reaves W H & Co Inc | 15 / 44 | $1.8B |
| Hill City Capital, LP | 4 / 44 | $1.1B |
| Ausbil Investment Management Ltd | 6 / 44 | $51.0M |
| Newport Trust Company, LLC | 5 / 44 | $9.4B |
| Waddell & Associates, LLC | 16 / 44 | $446.9M |
| Munro Partners | 9 / 44 | $583.4M |
| Cushing Asset Management, LP dba NXG Investment Management | 12 / 44 | $355.1M |
| Aventail Capital Group, LP | 15 / 44 | $276.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Electron Capital Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Mastec Inc COM | $229.4M | 713.0K | 10.8% | ▼−11% Reduced · −91K sh | |
| 2 | NextEra Energy Inc COM | $189.5M | 2.04M | 8.9% | ▲+15% Added · +273K sh | |
| 3 | Xcel Energy Inc COM | $152.4M | 1.92M | 7.2% | ▼−0.9% Reduced · −18K sh | |
| 4 | Firstenergy Corp COM | $151.6M | 2.99M | 7.1% | ▲+103% Added · +1.5M sh | |
| 5 | Entergy Corp New COM | $142.2M | 1.27M | 6.7% | ▼−12% Reduced · −175K sh | |
| 6 | Coherent Corp COM | $107.7M | 452.0K | 5.1% | ▼−9.6% Reduced · −48K sh | |
| 7 | Dow Hldgs Inc COM | $79.9M | 1.92M | 3.8% | ▲New New position | |
| 8 | Williams Cos Inc COM | $79.3M | 1.09M | 3.7% | ▲+0.4% Added · +4K sh | |
| 9 | Constellation Energy Corp COM | $62.2M | 222.7K | 2.9% | ▼−62% Reduced · −358K sh | |
| 10 | Ul Solutions Inc CLASS A COM SHS | $61.2M | 713.9K | 2.9% | ▼−17% Reduced · −141K sh | |
| 11 | PG&E Corp COM | $61.2M | 3.48M | 2.9% | ▲+47% Added · +1.1M sh | |
| 12 | Johnson Controls Internation SHS | $60.7M | 463.9K | 2.9% | ▼−59% Reduced · −676K sh | |
| 13 | NRG Energy Inc COM NEW | $59.5M | 406.8K | 2.8% | ▲New New position | |
| 14 | Select Sector SPDR TR STATE STREET UTI | $56.9M | 1.24M | 2.7% | ▲New New position | |
| 15 | Fedex Corp COM | $56.7M | 159.2K | 2.7% | ▲New New position | |
| 16 | C H Robinson Worldwide In COM NEW | $56.7M | 341.4K | 2.7% | ▲New New position | |
| 17 | Solaredge Technologies Inc COM | $55.1M | 1.08M | 2.6% | ▼−34% Reduced · −545K sh | |
| 18 | Flextronics Intl Ltd ORD | $52.3M | 798.8K | 2.5% | ▼−16% Reduced · −149K sh | |
| 19 | Keysight Technologies Inc COM | $46.6M | 165.0K | 2.2% | ▲+2.5% Added · +4K sh | |
| 20 | Cognex Corp COM | $43.5M | 888.6K | 2.0% | ▲+4.2% Added · +36K sh | |
| 21 | Albemarle Corp COM | $39.9M | 222.3K | 1.9% | ▲New New position | |
| 22 | GDS Hldgs Ltd SPONSORED ADS | $31.5M | 781.0K | 1.5% | ▲+641% Added · +676K sh | |
| 23 | Eos Energy Enterprises Inc COM CL A | $26.7M | 5.38M | 1.3% | ▼−12% Reduced · −742K sh | |
| 24 | T1 Energy Inc COM NEW | $26.0M | 5.93M | 1.2% | ▲+69% Added · +2.4M sh | |
| 25 | Edison Intl COM | $24.9M | 339.7K | 1.2% | ▼−1.4% Reduced · −5K sh | |
| 26 | Enovix Corporation COM | $24.0M | 4.63M | 1.1% | ▼−24% Reduced · −1.4M sh | |
| 27 | Aes Corp COM | $22.5M | 1.60M | 1.1% | ▲New New position | |
| 28 | Solv Energy Inc COM SHS CL A | $21.7M | 721.3K | 1.0% | →Listed Newly reportable | |
| 29 | Boeing Co COM | $18.6M | 93.7K | 0.9% | ▼−48% Reduced · −88K sh | |
| 30 | Enphase Energy Inc COM | $18.5M | 488.9K | 0.9% | ▲New New position | |
| 31 | NPK International Inc COM SHS | $15.9M | 1.10M | 0.7% | ▲New New position | |
| 32 | Forgent Power Solutions Inc COM SHS CL A | $15.5M | 528.7K | 0.7% | →Listed Newly reportable | |
| 33 | Ge Vernova Inc COM | $12.5M | 14.3K | 0.6% | ▼−9.7% Reduced · −2K sh | |
| 34 | Vertiv Holdings Co COM CL A | $6.8M | 26.9K | 0.3% | ▲+0.6% Added · +156 sh | |
| 35 | Quanta Svcs Inc COM | $5.2M | 9.4K | 0.2% | ▼−95% Reduced · −170K sh | |
| 36 | Opal Fuels Inc CLASS A COM | $4.5M | 1.80M | 0.2% | —Held | |
| 37 | Nextpower Inc CLASS A COM | $3.3M | 27.2K | 0.2% | ▼−96% Reduced · −605K sh | |
| 38 | Array Technologies Inc COM SHS | $2.9M | 395.9K | 0.1% | ▼−85% Reduced · −2.2M sh | |
| 39 | Hesai Group SPONSORED ADS | $1.2M | 60.7K | 0.1% | ▲+0.6% Added · +351 sh | |
| 40 | Weride Inc SPONSORED ADS | $1.1M | 133.9K | 0.1% | ▲+0.6% Added · +773 sh | |
| 41 | Pony AI Inc SPONSORED ADS | $475K | 50.4K | <0.1% | ▲+0.6% Added · +291 sh | |
| 42 | FTC Solar Inc COM NEW | $341K | 90.2K | <0.1% | ▲+0.5% Added · +477 sh | |
| 43 | Ehang Hldgs Ltd ADS | $332K | 34.2K | <0.1% | ▲+0.6% Added · +197 sh | |
| 44 | Ses AI Corporation *W EXP 12/10/202 | $10K | 239.8K | <0.1% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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Use Arkolith to show Electron Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| PUT · bearish | SS SPDR S&P 500 ETF TRUST-USSPY | $336.9M | 518K |
| CALL · bullish | CONSTELLATION ENERGYCEG | $89.4M | 320K |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the non-option book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 45d | 46 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 19, 2026 | 50d | 40 | $2.2B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 45d | 37 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 45d | 36 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 45d | 38 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45d | 41 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45d | 45 | $2.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 46d | 47 | $1.9B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 45d | 46 | $2.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Mar 1, 2024 | 61d | 35 | $2.4B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 45d | 43 | $2.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45d | 37 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 45d | 42 | $2.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 45d | 48 | $2.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 45d | 55 | $2.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 46d | 50 | $2.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 46d | 52 | $2.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 45d | 46 | $2.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 46d | 57 | $1.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 47d | 55 | $2.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.