Electron Capital Partners Portfolio holdings
Electron Capital Partners runs funds that invest in the global energy transition, buying and shorting shares of clean energy, infrastructure and utility companies. It also runs New Energy funds that make long-only investments, mainly in shares of clean energy and infrastructure companies. Ran Zhou is the firm's chief investment officer, and its owners are Jos Shaver, Zhou, Neil Choi and Jeff Zheng.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Flex
FLEX
|
+$113M |
| 2 |
FedEx Freight
FDXF
|
+$60.1M |
| 3 |
Carvana
CVNA
|
+$57.5M |
| 4 |
Primoris Services
PRIM
|
+$54.6M |
| 5 |
Xcel Energy
XEL
|
+$48.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Dow Inc
DOW
|
+$79.9M |
| 2 |
Coherent
COHR
|
+$61.9M |
| 3 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$56.9M |
| 4 |
FedEx
FDX
|
+$56.7M |
| 5 |
FirstEnergy
FE
|
+$44.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Utilities | 36.53% |
| 2 | Industrials | 28.68% |
| 3 | Technology | 27.48% |
| 4 | Energy | 4.34% |
| 5 | Consumer Discretionary | 2.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
26
Wolfspeed
WOLF
$1.27B
| $27.6M | 1.1% |
+571,267
| New | +$24.9M |
2026 Q2
0 quarters
|
|
27
Edison International
EIX
$22.8B
| $26.7M | 1.06% |
358,124
+18,455
| +5% | +$1.32M |
2021 Q2
20 quarters
|
|
28
SOLV Energy Inc
MWH
$5.19B
| $25.5M | 1.02% |
749,386
+28,088
| +4% | +$1.02M |
2026 Q1
1 quarter
|
|
29
GDS Holdings
GDS
$4.48B
| $25M | 1% |
831,889
+50,910
| +7% | +$1.97M |
2025 Q1
5 quarters
|
|
30
Transocean
RIG
$5.85B
| $22.7M | 0.91% |
+4,652,185
| New | +$29.1M |
2026 Q2
0 quarters
|
|
31
Nextpower Inc. Common Stock
NXT
$15.8B
| $21.2M | 0.85% |
178,035
+150,848
| +555% | +$18.6M |
2024 Q1
9 quarters
|
|
32
NPK International
NPKI
$725M
| $18.6M | 0.74% |
1,169,304
+69,361
| +6% | +$1.05M |
2026 Q1
1 quarter
|
|
33
Albemarle
ALB
$11.7B
| $18.5M | 0.74% |
137,253
-85,054
| -38% | -$15M |
2026 Q1
1 quarter
|
|
34
GE Vernova
GEV
$205B
| $16.7M | 0.66% |
14,175
-146
| -1% | -$149K |
2024 Q1
9 quarters
|
|
35
Fervo Energy
FRVO
$2.66B
| $13.4M | 0.54% |
+459,840
| New | +$16.6M |
2026 Q2
0 quarters
|
|
36
Vertiv
VRT
$70.4B
| $8.93M | 0.36% |
26,670
-275
| -1% | -$87.2K |
2023 Q2
12 quarters
|
|
37
Quanta Services
PWR
$81.5B
| $6.71M | 0.27% |
9,312
-96
| -1% | -$65.6K |
2019 Q3
27 quarters
|
|
38
XPLR Infrastructure LP
XIFR
$690M
| $4.05M | 0.16% |
+342,633
| New | +$3.83M |
2026 Q2
0 quarters
|
|
39
OPAL Fuels
OPAL
$43.9M
| $3.96M | 0.16% |
1,800,000
| – | – |
2022 Q3
15 quarters
|
|
40
Array Technologies
ARRY
$903M
| $2.9M | 0.12% |
391,887
-4,041
| -1% | -$32.2K |
2021 Q3
19 quarters
|
|
41
NIO
NIO
$8.49B
| $1.44M | 0.06% |
+284,515
| New | +$1.66M |
2026 Q2
0 quarters
|
|
42
Hesai Group
HSAI
$2.26B
| $1.09M | 0.04% |
60,050
-620
| -1% | -$12.7K |
2025 Q1
5 quarters
|
|
43
WeRide Inc
WRD
$1.47B
| $771K | 0.03% |
132,500
-1,367
| -1% | -$9.9K |
2025 Q3
3 quarters
|
|
44
Pony AI Inc
PONY
$2.07B
| $346K | 0.01% |
49,853
-514
| -1% | -$4.77K |
2025 Q4
2 quarters
|
|
45
EHang Holdings
EH
$301M
| $222K | 0.01% |
33,825
-349
| -1% | -$3.26K |
2024 Q4
6 quarters
|
|
46
DELISTED
SES AI Corp Warrants
SES.WS
| $7.95K | ﹤0.01% |
239,752
| – | – |
2022 Q1
17 quarters
|
|
47
AES
AES
$10.6B
| – | – |
-1,598,292
| Closed | -$22.5M | – |
|
48
Boeing
BA
$137B
| – | – |
-93,653
| Closed | -$18.6M | – |
|
49
CALL
Constellation Energy
CEG
$88.6B
| – | – |
-320,000
| Closed | -$89.4M | – |
|
|
50
Dow Inc
DOW
$22.7B
| – | – |
-1,917,631
| Closed | -$79.9M | – |
|
Similar funds
Electron Capital Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Electron Capital Partners held 56 positions worth $2.5B, down 2% from $2.55B the previous quarter. Its ten largest holdings account for 61% of the portfolio.
Electron Capital Partners deployed $81.5M of net new capital in Q2 2026, opening 10 new positions and adding to 17 existing holdings. Its largest new stake was FedEx Freight: 366,682 shares worth $55.4M.
By sector, the portfolio is most concentrated in Utilities at 37% of assets, up from 35% a quarter earlier, followed by Industrials and Technology.
On the sell side, the largest reduction was Coherent, an estimated $61.9M trimmed.
- Electron Capital Partners's largest Q2 2026 buy was FedEx Freight: 366,682 shares worth $55.4M.
- Electron Capital Partners added most to Flex in Q2 2026, an estimated $113M increase.
- Electron Capital Partners's biggest Q2 2026 reduction was Coherent, cutting an estimated $61.9M.
- Electron Capital Partners fully exited Dow Inc in Q2 2026, selling an estimated $79.9M.
- Electron Capital Partners's ten largest holdings make up 61% of its $2.5B portfolio in Q2 2026.
- Electron Capital Partners opened 10 new positions and closed 10 in Q2 2026.
- Electron Capital Partners's portfolio value fell 2% quarter-over-quarter to $2.5B.
Based on Electron Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.