Electron Capital Partners, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$2,554,810
Net value change ($000)
+401,307 (18.6%)
New positions
11
Sold out positions
7
Turnover %
36.9%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 2/19/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FE 85,661 130.0%
DOW 79,869 NEW
NRG 59,455 NEW
XLU 56,915 NEW
FDX 56,691 NEW
CHRW 56,689 NEW
MTZ 54,574 31.2%
NEE 47,589 33.5%
ALB 39,911 NEW
GDS 27,786 755.1%
Top Reduces (Value $000, Stocks/ETFs)
CEG -142,794 -69.7%
MMM -128,346 -100.0%
JCI -75,718 -55.5%
EXC -71,713 -100.0%
PWR -70,655 -93.2%
NXT -51,753 -94.0%
UAL -43,759 -100.0%
EOSE -43,474 -62.0%
CAT -42,828 -100.0%
CVNA -38,346 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 426,236 (16.7% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type