Electron Capital Partners, LLC
13F filer · CIK 1586986 · New York, NY
Summary
Electron Capital Partners, LLC reported $2.50B across 46 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are FLEX (11.2%), MTZ (10.3%), XEL (8.1%). Versus 2026 Q1, leaving options aside, it opened 10 new positions, added to 17, trimmed 17 and sold out of 8.
Reported value$2.50B
Positions46
Report period2026 Q2
FiledAug 14, 2026
New positions10
Added17
Trimmed17
Sold out8
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 11.2%Value $280.01MPrice $113.04Shares 1.73M +116.30%Since Jun 30 -30.25%
Weight 10.3%Value $258.04MPrice $204.09Shares 620K -13.02%Since Jun 30 -50.95%
Weight 8.1%Value $202.53MPrice $69.39Shares 2.52M +31.45%Since Jun 30 -13.59%
Weight 6.8%Value $169.65MPrice $75.49Shares 1.93M -5.25%Since Jun 30 -13.99%
Weight 6.1%Value $153.99MPrice $98.10Shares 1.34M +5.95%Since Jun 30 -14.59%
Weight 4.4%Value $109.30MPrice $282.45Shares 277K -38.69%Since Jun 30 -28.40%
Weight 3.9%Value $97.31MPrice $43.02Shares 2.05M -31.58%Since Jun 30 -9.51%
Weight 3.6%Value $90.93MPrice $148.89Shares 622K +34.15%Since Jun 30 +1.90%
Weight 3.4%Value $85.84MPrice $68.98Shares 1.15M +5.95%Since Jun 30 -7.21%
Weight 2.8%Value $71.07MPrice $264.58Shares 286K +28.47%Since Jun 30 +6.53%
Weight 2.8%Value $70.09MPrice $59.67Shares 968K +8.92%Since Jun 30 -17.61%
Weight 2.8%Value $69.99MPrice $359.74Shares 200K +21.15%Since Jun 30 +2.76%
Weight 2.7%Value $67.63MPrice $149.71Shares 359K +5.19%Since Jun 30 -20.51%
Weight 2.5%Value $61.89MPrice $11.95Shares 3.68M +5.69%Since Jun 30 -28.95%
Weight 2.2%Value $55.37MPrice $112.30Shares 367KSince Jun 30 -25.63%
Weight 2.2%Value $54.05MPrice $64.80Shares 531K -25.68%Since Jun 30 -36.38%
Weight 2.1%Value $53.52MPrice $60.47Shares 813KSince Jun 30 -8.13%
Weight 2.1%Value $52.24MPrice $97.00Shares 358K -12.09%Since Jun 30 -33.59%
Weight 1.7%Value $41.83MPrice $151.59Shares 164KSince Jun 30 -40.65%
Weight 1.6%Value $41.15MPrice $71.12Shares 415KSince Jun 30 -28.25%
Weight 1.6%Value $39.31MPrice $31.53Shares 673K -37.64%Since Jun 30 -46.05%
Weight 1.6%Value $39.29MPrice $3.07Shares 6.68M +24.21%Since Jun 30 -47.79%
Weight 1.5%Value $36.65MPrice $63.28Shares 507KSince Jun 30 -12.44%
Weight 1.2%Value $29.06MPrice $2.56Shares 4.79M +3.45%Since Jun 30 -57.91%
Weight 1.1%Value $27.79MPrice $3.57Shares 2.93M -50.55%Since Jun 30 -62.34%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 11.2% | $280.01M | -30.25% | +116.30% | Add | |
| 10.3% | $258.04M | -50.95% | -13.02% | Trim | |
| 8.1% | $202.53M | -13.59% | +31.45% | Add | |
| 6.8% | $169.65M | -13.99% | -5.25% | Trim | |
| 6.1% | $153.99M | -14.59% | +5.95% | Add | |
| 4.4% | $109.30M | -28.40% | -38.69% | Trim | |
| 3.9% | $97.31M | -9.51% | -31.58% | Trim | |
| 3.6% | $90.93M | +1.90% | +34.15% | Add | |
| 3.4% | $85.84M | -7.21% | +5.95% | Add | |
| 2.8% | $71.07M | +6.53% | +28.47% | Add | |
| 2.8% | $70.09M | -17.61% | +8.92% | Add | |
| 2.8% | $69.99M | +2.76% | +21.15% | Add | |
| 2.7% | $67.63M | -20.51% | +5.19% | Add | |
| 2.5% | $61.89M | -28.95% | +5.69% | Add | |
| 2.2% | $55.37M | -25.63% | — | New | |
| 2.2% | $54.05M | -36.38% | -25.68% | Trim | |
| 2.1% | $53.52M | -8.13% | — | New | |
| 2.1% | $52.24M | -33.59% | -12.09% | Trim | |
| 1.7% | $41.83M | -40.65% | — | New | |
| 1.6% | $41.15M | -28.25% | — | New | |
| 1.6% | $39.31M | -46.05% | -37.64% | Trim | |
| 1.6% | $39.29M | -47.79% | +24.21% | Add | |
| 1.5% | $36.65M | -12.44% | — | New | |
| 1.2% | $29.06M | -57.91% | +3.45% | Add | |
| 1.1% | $27.79M | -62.34% | -50.55% | Trim |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.