Electron Capital Partners, LLC

NEW YORK, NY · CIK 1586986 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$4.2bn
Staff13 · 8 in investment roles
Main clients (by assets)Private funds 97%, Mutual funds and ETFs 3%
Private funds3 (1 hedge) · $3.4bn gross assets
Form ADV · 2026-03-31SEC adviser record

Legal entityELECTRON CAPITAL PARTNERS, LLC (US)

Kindhedge funds, futures
Others nearbyNew York, NY

As an employer

Offices in1 country
Private fundshedge 1, other private 2

$2.5bn reported value +17.7% vs Q1 2026

46positions

60.6%in top 10

10 new 17 added 17 reduced 8 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

Electron GP, LLC – reports through this filing
Electron Infrastructure GP, LLC – reports through this filing
Zhou Ran – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FLEX LTD ORD FLEX	FLEX	1,727,715	$280.0m11.18%	11.18%	Added +928.9k	+928,941 116.3%
2	MASTEC INC COM MTZ	MTZ	620,190	$258.0m10.30%	10.30%	Reduced -92.8k	-92,823 -13.0%
3	XCEL ENERGY INC COM XEL	XEL	2,522,174	$202.5m8.09%	8.09%	Added +603.4k	+603,406 31.4%
4	NEXTERA ENERGY INC COM NEE	NEE	1,932,900	$169.7m6.77%	6.77%	Reduced -107.1k	-107,130 -5.2%
5	ENTERGY CORP NEW COM ETR	ETR	1,340,648	$154.0m6.15%	6.15%	Added +75.3k	+75,328 6.0%
6	COHERENT CORP COM COHR	COHR	277,072	$109.3m4.36%	4.36%	Reduced -174.9k	-174,881 -38.7%
7	FIRSTENERGY CORP COM FE	FE	2,046,976	$97.3m3.88%	3.88%	Reduced -944.9k	-944,938 -31.6%
8	JOHNSON CTLS INTL PLC SHS JCI	JCI	622,330	$90.9m3.63%	3.63%	Added +158.4k	+158,429 34.1%
9	WILLIAMS COS INC COM WMB	WMB	1,154,694	$85.8m3.43%	3.43%	Added +64.8k	+64,825 6.0%
10	CONSTELLATION ENERGY CORP COM CEG	CEG	286,137	$71.1m2.84%	2.84%	Added +63.4k	+63,413 28.5%
11	COGNEX CORP COM CGNX	CGNX	967,843	$70.1m2.80%	2.80%	Added +79.2k	+79,229 8.9%
12	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	199,931	$70.0m2.79%	2.79%	Added +34.9k	+34,905 21.1%
13	C H ROBINSON WORLDWIDE INC COM NEW CHRW	CHRW	359,077	$67.6m2.70%	2.70%	Added +17.7k	+17,721 5.2%
14	PG&E CORP COM PCG	PCG	3,679,420	$61.9m2.47%	2.47%	Added +198.0k	+198,038 5.7%
15	FEDEX FGHT HLDG CO INC COMMON STOCK FDXF	FDXF	366,682	$55.4m2.21%	2.21%	New
16	UL SOLUTIONS INC CLASS A COM SHS ULS	ULS	530,585	$54.0m2.16%	2.16%	Reduced -183.4k	-183,356 -25.7%
17	CARVANA CO CL A CVNA	CVNA	813,127	$53.5m2.14%	2.14%	New
18	NRG ENERGY INC COM NEW NRG	NRG	357,635	$52.2m2.09%	2.09%	Reduced -49.2k	-49,200 -12.1%
19	CORNING INC COM GLW	GLW	163,766	$41.8m1.67%	1.67%	New
20	PRIMORIS SVCS CORP COM PRIM	PRIM	415,103	$41.1m1.64%	1.64%	New
21	SOLAREDGE TECHNOLOGIES INC COM SEDG	SEDG	672,680	$39.3m1.57%	1.57%	Reduced -406.0k	-405,998 -37.6%
22	EOS ENERGY ENTERPRISES INC COM CL A EOSE	EOSE	6,681,859	$39.3m1.57%	1.57%	Added +1.3m	+1,302,198 24.2%
23	EVERSOURCE ENERGY COM ES	ES	507,164	$36.7m1.46%	1.46%	New
24	ENOVIX CORPORATION COM ENVX	ENVX	4,788,098	$29.1m1.16%	1.16%	Added +159.8k	+159,781 3.5%
25	T1 ENERGY INC COM NEW TE	TE	2,931,918	$27.8m1.11%	1.11%	Reduced -3.0m	-2,997,667 -50.5%
26	WOLFSPEED INC COMMON STOCK WOLF	WOLF	571,267	$27.6m1.10%	1.10%	New
27	EDISON INTL COM EIX	EIX	358,124	$26.7m1.06%	1.06%	Added +18.5k	+18,455 5.4%
28	SOLV ENERGY INC COM SHS CL A MWH	MWH	749,386	$25.5m1.02%	1.02%	Added +28.1k	+28,088 3.9%
29	GDS HLDGS LTD SPONSORED ADS GDS	GDS	831,889	$25.0m1.00%	1.00%	Added +50.9k	+50,910 6.5%
30	TRANSOCEAN LTD REGISTERED SHS RIG	RIG	4,652,185	$22.7m0.91%	0.91%	New
31	NEXTRACKER INC CLASS A COM NXT	NXT	178,035	$21.2m0.85%	0.85%	Added +150.8k	+150,848 554.9%
32	NPK INTERNATIONAL INC COM SHS NPKI	NPKI	1,169,304	$18.6m0.74%	0.74%	Added +69.4k	+69,361 6.3%
33	ALBEMARLE CORP COM ALB	ALB	137,253	$18.5m0.74%	0.74%	Reduced -85.1k	-85,054 -38.3%
34	GE VERNOVA INC COM GEV	GEV	14,175	$16.7m0.66%	0.66%	Reduced -146	-146 -1.0%
35	FERVO ENERGY CO CL A COM FRVO	FRVO	459,840	$13.4m0.54%	0.54%	New
36	VERTIV HOLDINGS CO COM CL A VRT	VRT	26,670	$8.9m0.36%	0.36%	Reduced -275	-275 -1.0%
37	QUANTA SVCS INC COM PWR	PWR	9,312	$6.7m0.27%	0.27%	Reduced -96	-96 -1.0%
38	NEXTERA ENERGY PARTNERS LP COM UNIT PART IN XIFR	XIFR	342,633	$4.0m0.16%	0.16%	New
39	OPAL FUELS INC CLASS A COM OPAL	OPAL	1,800,000	$4.0m0.16%	0.16%	Unchanged
40	ARRAY TECHNOLOGIES INC COM SHS ARRY	ARRY	391,887	$2.9m0.12%	0.12%	Reduced -4.0k	-4,041 -1.0%
41	NIO INC SPON ADS NIO	NIO	284,515	$1.4m0.06%	0.06%	New
42	HESAI GROUP SPONSORED ADS HSAI	HSAI	60,050	$1.1m0.04%	0.04%	Reduced -620	-620 -1.0%
43	WERIDE INC SPONSORED ADS WRD	WRD	132,500	$771.1k0.03%	0.03%	Reduced -1.4k	-1,367 -1.0%
44	PONY AI INC SPONSORED ADS PONY	PONY	49,853	$346.5k0.01%	0.01%	Reduced -514	-514 -1.0%
45	EHANG HLDGS LTD ADS EH	EH	33,825	$221.6k0.01%	0.01%	Reduced -349	-349 -1.0%
46	SES AI CORPORATION *W EXP 12/10/202 SESCW	SESCW	239,752	$7.9k0.00%	0.00%	Unchanged

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DOW INC DOW	DOW	1,917,631	$79.9m1.9m shares
SELECT SECTOR SPDR TR XLU	XLU	1,240,257	$56.9m1.2m shares
FEDEX CORP FDX	FDX	159,165	$56.7m159.2k shares
AES CORP AES	AES	1,598,292	$22.5m1.6m shares
BOEING CO BA	BA	93,653	$18.6m93.7k shares
ENPHASE ENERGY INC ENPH	ENPH	488,852	$18.5m488.9k shares
FORGENT POWER SOLUTIONS INC FPS	FPS	528,663	$15.5m528.7k shares
FTC SOLAR INC FTCI	FTCI	90,201	$341.0k90.2k shares