Electron Capital Partners, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
46
Total value ($000)
$2,504,859
Net value change ($000)
-49,951 (-2.0%)
New positions
10
Sold out positions
8
Turnover %
22.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
FLEX 227,723 435.5%
FEDEX FGHT HLDG CO INC 55,369 NEW
CVNA 53,520 NEW
XEL 50,104 32.9%
GLW 41,831 NEW
PRIM 41,145 NEW
ES 36,653 NEW
JCI 30,181 49.7%
MTZ 28,631 12.5%
WOLF 27,564 NEW
Top Reduces (Value $000, Stocks/ETFs)
DOW -79,869 -100.0%
XLU -56,915 -100.0%
FDX -56,691 -100.0%
FE -54,257 -35.8%
AES -22,520 -100.0%
ALB -21,378 -53.6%
NEE -19,827 -10.5%
BA -18,640 -100.0%
ENPH -18,483 -100.0%
SEDG -15,756 -28.6%
Instrument mix + QoQ Δ (ex-options)
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