Electron Capital Partners, LLC holds a focused book of 44 stocks worth $2.1B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Dow Inc and trimmed Mastec Inc. Their largest long position is Mastec Inc at 11% of the equity 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 equity book. Cloning the disclosed picks since 2014 would be +203% (+9.3%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Electron Capital Partners, LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +217.9%, a 15.4-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Electron Capital Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, 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
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, no cost basis
Other tracked managers holding the same core names as Electron Capital Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| UBS Group AG | 51 / 44 | $16.8B |
| BlackRock, Inc. | 50 / 44 | $182.7B |
| MORGAN STANLEY | 50 / 44 | $40.7B |
| GOLDMAN SACHS GROUP INC | 50 / 44 | $18.3B |
| WELLS FARGO & COMPANY/MN | 50 / 44 | $11.3B |
| ROYAL BANK OF CANADA | 50 / 44 | $10.8B |
| OSAIC HOLDINGS, INC. | 50 / 44 | $1.0B |
| STATE STREET CORP | 49 / 44 | $114.1B |
Ranked by how many of Electron Capital Partners, LLC's top 44 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock'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% | ▲New New position | |
| 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% | ▲New New position | |
| 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 | 0.0% | ▲+0.6% Added · +291 sh | |
| 42 | FTC Solar Inc COM NEW | $341K | 90.2K | 0.0% | ▲+0.5% Added · +477 sh | |
| 43 | Ehang Hldgs Ltd ADS | $332K | 34.2K | 0.0% | ▲+0.6% Added · +197 sh | |
| 44 | Ses AI Corporation *W EXP 12/10/202 | $10K | 239.8K | 0.0% | —Held |
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 equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 46 | $2.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 19, 2026 | 40 | $2.2B | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 37 | $2.2B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 36 | $1.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 38 | $1.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 41 | $1.9B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 45 | $2.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 47 | $1.9B | 13F-HR/A |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 46 | $2.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Mar 1, 2024 | 35 | $2.4B | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 43 | $2.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 37 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 42 | $2.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 48 | $2.4B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 55 | $2.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 50 | $2.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 52 | $2.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 46 | $2.0B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 57 | $1.9B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 55 | $2.1B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; 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.