Electron Capital Partners, LLC — 13F holdings

Electron Capital Partners, LLC reported 46 holdings worth $2.50B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FLEX FLEX LTD — $280M (11.2%)
2. MTZ MASTEC INC — $258M (10.3%)
3. XEL Xcel Energy Inc — $203M (8.1%)
4. NEE NEXTERA ENERGY INC — $170M (6.8%)
5. ETR ENTERGY CORP NEW — $154M (6.1%)
6. COHR COHERENT CORP — $109M (4.4%)
7. FE FIRSTENERGY CORP — $97.3M (3.9%)
8. JCI JOHNSON CTLS INTL PLC — $90.9M (3.6%)
9. WMB WILLIAMS COS INC — $85.8M (3.4%)
10. CEG CONSTELLATION ENERGY CORP — $71.1M (2.8%)