StockDriftsStockDriftsTop 43 Electron Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | 11.18% | 1.73M | $280.0M | +116.30%(+928.94K) | $87.22(+47.65%) | 2026-06-30 | |
| MTZ | MASTEC INC | 10.3% | 620.2K | $258.0M | -13.02%(-92.82K) | $82.30(+267.54%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 8.09% | 2.52M | $202.5M | +31.45%(+603.41K) | $69.60(+13.75%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC | 6.77% | 1.93M | $169.7M | -5.25%(-107.13K) | $77.55(+11.17%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 6.15% | 1.34M | $154.0M | +5.95%(+75.33K) | $78.89(+36.69%) | 2026-06-30 | |
| COHR | COHERENT CORP | 4.36% | 277.1K | $109.3M | -38.69%(-174.88K) | $146.15(+140.32%) | 2026-06-30 | |
| FE | FIRSTENERGY CORP | 3.88% | 2.05M | $97.3M | -31.58%(-944.94K) | $46.52(+1.90%) | 2026-06-30 | |
| JCI | JOHNSON CONTROLS INTERNATION | 3.63% | 622.3K | $90.9M | +34.15%(+158.43K) | $94.20(+63.10%) | 2026-06-30 | |
| WMB | WILLIAMS COS INC | 3.43% | 1.15M | $85.8M | +5.95%(+64.83K) | $62.40(+19.04%) | 2026-06-30 | |
| CEG | CONSTELLATION ENERGY CORP | 2.84% | 286.1K | $71.1M | +28.47%(+63.41K) | $104.39(+162.61%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +26.15% | +100.77% | +19.74% | +146.19% |
| Top 20 Holdings Unweighted | +22.59% | +84.24% | +17.77% | +126.60% |
Electron Capital Partners LLC reports $2.50B in US-listed equity holdings across 46 positions in its most recent 13F filing. Its largest disclosed positions are FLEX (11.2%), MTZ (10.3%) and XEL (8.1%). The top 20 holdings account for 82.66% of reported assets. Its disclosed equity book has returned +100.77% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Electron Capital Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1586986). View Electron Capital Partners LLC’s 13F filings on SEC