Electron Capital Partners, LLC

Q1 2026 13F-HR Detailed 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 broken out by other managers reported in the original SEC filing. View aggregated holdings

You are on the SEC detailed breakdown page. Rows are shown as reported in the filing (including other manager, discretion, and voting authority fields), and are not merged like the standard holdings view. Switch to aggregated holdings.

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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type Discretion Other Manager Sole Shared None

Other Managers

Num Name File Number
1 Electron GP, LLC 028-16050
2 Electron Infrastructure GP, LLC 028-19366
3 Zhou Ran 028-23999