Electron Capital Partners
$2.1B 13F equity value
51 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| MTZ | MASTEC INC | 713,013 | $229M | 10.8% |
| NEE | NEXTERA ENERGY INC | 2,040,030 | $189M | 8.9% |
| XEL | XCEL ENERGY INC | 1,918,768 | $152M | 7.2% |
| FE | FIRSTENERGY CORP | 2,991,914 | $152M | 7.1% |
| ETR | ENTERGY CORP NEW | 1,265,320 | $142M | 6.7% |
| COHR | COHERENT CORP | 451,953 | $108M | 5.1% |
| DOW | DOW HLDGS INC | 1,917,631 | $80M | 3.8% |
| WMB | WILLIAMS COS INC | 1,089,869 | $79M | 3.7% |
| CEG | CONSTELLATION ENERGY CORP | 222,724 | $62M | 2.9% |
| ULS | UL SOLUTIONS INC | 713,941 | $61M | 2.9% |
Track Electron Capital Partners's 13F portfolio: $2.1B in reported holdings, 51 positions. Top holdings and quarterly changes on SentiSense.