Electron Capital Partners’s Boeing BA Stock Holding History

Electron Capital Partners’s Portfolio BA Stock Details BA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-93,653	Closed	-$18.6M	–	48
2026 Q1	$18.6M	Sell	93,653 -87,828	-48%	-$20M	0.73%	31
2025 Q4	$39.4M	Sell	181,481 -163,042	-47%	-$33.5M	1.83%	21
2025 Q3	$74.4M	Buy	344,523 +1,700	+0.5%	+$383K	3.37%	13
2025 Q2	$71.8M	Buy	342,823 +293,451	+594%	+$55.4M	3.84%	12
2025 Q1	$8.42M	Sell	49,372 -162,426	-77%	-$28.1M	0.55%	24
2024 Q4	$37.5M	Buy	+211,798	New	+$33.2M	1.95%	18

Other funds holding BA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Electron Capital Partners's BA Position: Q2 2026 in Review

Electron Capital Partners sold out of Boeing (BA) in Q2 2026, closing a stake of 93,653 shares — an estimated $18.6M sold.

Electron Capital Partners first reported a position in BA in Q4 2024 and held it in 6 quarters. The position peaked at $74.4M in Q3 2025. 2,620 funds tracked by Wall St. Rank hold BA as of Q2 2026.

Electron Capital Partners reported no remaining Boeing position as of Q2 2026 after selling out during the quarter.
Electron Capital Partners sold 93,653 Boeing shares in Q2 2026, an estimated $18.6M.
Electron Capital Partners first reported a position in Boeing in Q4 2024 and held it in 6 quarters.
Electron Capital Partners's Boeing position peaked at $74.4M in Q3 2025.
2,620 funds tracked by Wall St. Rank held Boeing as of Q2 2026.

Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.