Holdings of Electron Capital Partners, LLC
41 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 62.3 % of the equity sleeve
Sector breakdown
- Utilities 41.8 %
- Industrials 19.1 %
- Technology 7.7 %
- Materials 5.9 %
- Energy 3.9 %
- Unattributed 21.5 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 98.3 %
- KY 1.7 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 37 | 2B $ | 98.34 % |
| 2 | KY | 4 | 33.4M $ | 1.66 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | MasTec Inc | 713,013 | 229.4M $ | |
| 2 | NextEra Energy Inc | 2,040,030 | 189.5M $ | |
| 3 | Xcel Energy Inc | 1,918,768 | 152.4M $ | |
| 4 | FirstEnergy Corp | 2,991,914 | 151.6M $ | |
| 5 | Entergy Corp | 1,265,320 | 142.2M $ | |
| 6 | Coherent Corp | 451,953 | 107.7M $ | |
| 7 | Dow Inc | 1,917,631 | 79.9M $ | |
| 8 | Williams Cos Inc/The | 1,089,869 | 79.3M $ | |
| 9 | Constellation Energy Corp. | 222,724 | 62.2M $ | |
| 10 | UL Solutions Inc | 713,941 | 61.2M $ | |
| 11 | PG&E Corp | 3,481,382 | 61.2M $ | |
| 12 | NRG Energy Inc | 406,835 | 59.5M $ | |
| 13 | State Street Utilities Select Sector SPDR ETF | 1,240,257 | 56.9M $ | |
| 14 | FedEx Corp | 159,165 | 56.7M $ | |
| 15 | CH Robinson Worldwide Inc | 341,356 | 56.7M $ | |
| 16 | SolarEdge Technologies Inc | 1,078,678 | 55.1M $ | |
| 17 | Keysight Technologies Inc | 165,026 | 46.6M $ | |
| 18 | Cognex Corp | 888,614 | 43.5M $ | |
| 19 | Albemarle Corp | 222,307 | 39.9M $ | |
| 20 | GDS Holdings Ltd | 780,979 | 31.5M $ | |
| 21 | Eos Energy Enterprises Inc | 5,379,661 | 26.7M $ | |
| 22 | T1 Energy Inc | 5,929,585 | 26M $ | |
| 23 | Edison International | 339,669 | 24.9M $ | |
| 24 | Enovix Corp | 4,628,317 | 24M $ | |
| 25 | AES Corp/The | 1,598,292 | 22.5M $ | |
| 26 | Solv Energy Inc | 721,298 | 21.7M $ | |
| 27 | Boeing Co/The | 93,653 | 18.6M $ | |
| 28 | Enphase Energy Inc | 488,852 | 18.5M $ | |
| 29 | NPK International Inc | 1,099,943 | 15.9M $ | |
| 30 | Forgent Power Solutions Inc | 528,663 | 15.5M $ | |
| 31 | GE Vernova Inc | 14,321 | 12.5M $ | |
| 32 | Vertiv Holdings Co | 26,945 | 6.8M $ | |
| 33 | Quanta Services Inc | 9,408 | 5.2M $ | |
| 34 | OPAL Fuels Inc | 1,800,000 | 4.5M $ | |
| 35 | Nextpower Inc | 27,187 | 3.3M $ | |
| 36 | Array Technologies Inc | 395,928 | 2.9M $ | |
| 37 | Hesai Group | 60,670 | 1.2M $ | |
| 38 | WeRide Inc | 133,867 | 1.1M $ | |
| 39 | PONY AI INC | 50,367 | 475.5K $ | |
| 40 | FTC Solar Inc | 90,201 | 341K $ | |
| 41 | EHang Holdings Ltd | 34,174 | 331.8K $ |