account_balance
Investment manager · 13F filer · SEC CIK 1586986
Electron Capital Partners, LLC
Reported value$2.5Bas of Jun 30, 2026
Positions46 10 new, 8 sold out
Top 10 weight60.6%FLEX alone is 11%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FLEXFlex Ltd
11.2%Added +116%
MTZMastec Inc
10.3%Trimmed −13%
XELXcel Energy Inc
8.1%Added +31%
NEENextera Energy Inc
6.8%Trimmed −5%
ETREntergy Corp New
6.1%Added +6%
COHRCoherent Corp
4.4%Trimmed −39%
FEFirstenergy Corp
3.9%Trimmed −32%
JCIJohnson Controls Internation
3.6%Added +34%
WMBWilliams Cos Inc
3.4%Added +6%
CEGConstellation Energy Corp
2.8%Added +28%
CGNXCognex Corp
2.8%Added +9%
KEYSKeysight Technologies Inc
2.8%Added +21%
FLEXFlex Ltd
11.2%Added +116%
MTZMastec Inc
10.3%Trimmed −13%
XEL8.1%NEE6.8%ETREntergy Corp New
6.1%Added +6%
COHR4.4%FE3.9%JCI3.6%WMB3.4%CEG2.8%CGNX2.8%KEYS2.8%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLEX Flex Ltd 11.2% Added +116%MTZ Mastec Inc 10.3% Trimmed −13%XEL Xcel Energy Inc 8.1% Added +31%NEE Nextera Energy Inc 6.8% Trimmed −5%ETR Entergy Corp New 6.1% Added +6%COHR Coherent Corp 4.4% Trimmed −39%FE Firstenergy Corp 3.9% Trimmed −32%JCI Johnson Controls Internation 3.6% Added +34%WMB Williams Cos Inc 3.4% Added +6%CEG Constellation Energy Corp 2.8% Added +28%CGNX Cognex Corp 2.8% Added +9%KEYS Keysight Technologies Inc 2.8% Added +21%
What changed