Electron Capital Partners’s GE Vernova GEV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.5M	Sell	14,321 -1,538	-10%	-$1.2M	0.49%	35
2025 Q4	$10.4M	Sell	15,859 -178,689	-92%	-$109M	0.48%	30
2025 Q3	$120M	Buy	194,548 +3,281	+2%	+$1.99M	5.42%	7
2025 Q2	$101M	Sell	191,267 -70,698	-27%	-$29.4M	5.42%	8
2025 Q1	$80M	Sell	261,965 -282,706	-52%	-$98.6M	5.25%	8
2024 Q4	$179M	Sell	544,671 -276,165	-34%	-$86.3M	9.32%	2
2024 Q3	$209M	Buy	820,836 +65,517	+9%	+$12.6M	10.07%	2
2024 Q2	$130M	Buy	755,319 +658,019	+676%	+$104M	6.66%	4
2024 Q1	$13.3M	Buy	+97,300	New	+$13M	0.58%	33

Other funds holding GEV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Electron Capital Partners's GEV Position: Q1 2026 in Review

Electron Capital Partners reduced its GE Vernova (GEV) stake by 9.7% in Q1 2026, selling an estimated $1.2M and leaving 14,321 shares worth $12.5M. The position accounts for 0.49% of the portfolio, ranked #35.

Electron Capital Partners first reported a position in GEV in Q1 2024 and has held it in 9 quarters since. The position peaked at $209M in Q3 2024. 3,117 funds tracked by Wall St. Rank hold GEV as of Q1 2026.

Electron Capital Partners held 14,321 shares of GE Vernova worth $12.5M as of Q1 2026.
Electron Capital Partners sold 1,538 GE Vernova shares in Q1 2026, an estimated $1.2M.
GE Vernova made up 0.49% of Electron Capital Partners's portfolio in Q1 2026, its #35 holding.
Electron Capital Partners first reported a position in GE Vernova in Q1 2024 and has held it in 9 quarters since.
Electron Capital Partners's GE Vernova position peaked at $209M in Q3 2024.
3,117 funds tracked by Wall St. Rank held GE Vernova as of Q1 2026.

Based on Electron Capital Partners's 13F filing for Q1 2026, filed 15 May 2026.