StockDriftsStockDriftsTop 43 Electron Capital Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MTZ | MASTEC INC | 10.78% | 713.0K | $229.4M | -11.35%(-91.29K) | $82.30(+353.74%) | 2026-03-31 | |
| NEE | NEXTERA ENERGY INC | 8.9% | 2.04M | $189.5M | +15.42%(+272.60K) | $77.55(+13.91%) | 2026-03-31 | |
| XEL | XCEL ENERGY INC | 7.16% | 1.92M | $152.4M | -0.93%(-17.93K) | $66.42(+23.40%) | 2026-03-31 | |
| FE | FIRSTENERGY CORP | 7.12% | 2.99M | $151.6M | +103.23%(+1.52M) | $46.52(+4.31%) | 2026-03-31 | |
| ETR | ENTERGY CORP NEW | 6.68% | 1.27M | $142.2M | -12.14%(-174.76K) | $76.86(+49.76%) | 2026-03-31 | |
| COHR | COHERENT CORP | 5.06% | 452.0K | $107.7M | -9.64%(-48.19K) | $146.15(+128.10%) | 2026-03-31 | |
| DOW | DOW HLDGS INC | 3.75% | 1.92M | $79.9M | new | $32.52(-14.78%) | 2026-03-31 | |
| WMB | WILLIAMS COS INC | 3.73% | 1.09M | $79.3M | +0.37%(+3.98K) | $61.75(+18.45%) | 2026-03-31 | |
| CEG | CONSTELLATION ENERGY CORP | 2.92% | 222.7K | $62.2M | -61.62%(-357.54K) | $56.25(+325.33%) | 2026-03-31 | |
| ULS | UL SOLUTIONS INC | 2.87% | 713.9K | $61.2M | -16.54%(-141.50K) | $66.56(+45.72%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +23.41% | +87.95% |
| Top 20 Holdings Unweighted | +18.53% | +66.54% |
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