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ECP

Electron Capital Partners Portfolio holdings

AUM $2.55B
1-Year Est. Return 87.77%
This Fund
S&P 500
This Quarter Est. Return
+19.51%
1 Year Est. Return
+87.77%
3 Year Est. Return
+268.78%
5 Year Est. Return
+456.81%
10 Year Est. Return
+3,673.65%
AUM
$2.55B
AUM Growth
+$401M
Cap. Flow
+$201M
Cap. Flow %
7.88%
Top 10 Hldgs %
60.99%
Holding
53
New
13
Increased
14
Reduced
17
Closed
7

Top Buys

Rank Stock Value
1
FE icon
FirstEnergy
FE
+$73.7M
2
NRG icon
NRG Energy
NRG
+$64M
3
CHRW icon
C.H. Robinson
CHRW
+$61.1M
4
DOW icon
Dow Inc
DOW
+$60.8M
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$55.6M

Top Sells

Rank Stock Value
1
MMM icon
3M
MMM
+$128M
2
CEG icon
Constellation Energy
CEG
+$109M
3
PWR icon
Quanta Services
PWR
+$87.7M
4
JCI icon
Johnson Controls International
JCI
+$87.3M
5
EXC icon
Exelon
EXC
+$71.7M

Sector Composition

Rank Sector Weight
1 Utilities 34.92%
2 Industrials 24.12%
3 Technology 14.21%
4 Materials 4.69%
5 Energy 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TE
26
T1 Energy
TE
$1.68B
$26M 1.02%
5,929,585
+2,429,564
+69% +$17.8M
EIX icon
27
Edison International
EIX
$29.7B
$24.9M 0.97%
339,669
-4,934
-1% -$333K
ENVX icon
28
Enovix
ENVX
$997M
$24M 0.94%
4,628,317
-1,425,734
-24% -$8.92M
AES icon
29
AES
AES
$10.6B
$22.5M 0.88%
+1,598,292
New +$23.8M
MWH
30
SOLV Energy Inc
MWH
$5.9B
$21.7M 0.85%
+721,298
New +$21.4M
BA icon
31
Boeing
BA
$165B
$18.6M 0.73%
93,653
-87,828
-48% -$20M
ENPH icon
32
Enphase Energy
ENPH
$5.2B
$18.5M 0.72%
+488,852
New +$20.3M
NPKI
33
NPK International
NPKI
$1.22B
$15.9M 0.62%
+1,099,943
New +$15.3M
FPS
34
Forgent Power Solutions
FPS
$10B
$15.5M 0.61%
+528,663
New +$17.6M
GEV icon
35
GE Vernova
GEV
$290B
$12.5M 0.49%
14,321
-1,538
-10% -$1.2M
VRT icon
36
Vertiv
VRT
$112B
$6.75M 0.26%
26,945
+156
+0.6% +$34.6K
PWR icon
37
Quanta Services
PWR
$94.9B
$5.17M 0.2%
9,408
-170,234
-95% -$87.7M
OPAL icon
38
OPAL Fuels
OPAL
$76.8M
$4.54M 0.18%
1,800,000
– –
NXT icon
39
Nextpower Inc
NXT
$15.2B
$3.28M 0.13%
27,187
-604,539
-96% -$67M
ARRY icon
40
Array Technologies
ARRY
$915M
$2.86M 0.11%
395,928
-2,244,489
-85% -$20.8M
HSAI
41
Hesai Group
HSAI
$2.35B
$1.16M 0.05%
60,670
+351
+0.6% +$8.85K
WRD
42
WeRide Inc
WRD
$1.96B
$1.08M 0.04%
133,867
+773
+0.6% +$5.98K
PONY
43
Pony AI Inc
PONY
$2.91B
$475K 0.02%
50,367
+291
+0.6% +$4.01K
FTCI icon
44
FTC Solar
FTCI
$61.6M
$341K 0.01%
90,201
+477
+0.5% +$3.99K
EH
45
EHang Holdings
EH
$396M
$332K 0.01%
34,174
+197
+0.6% +$2.42K
SES.WS icon
46
SES AI Corp Warrants
SES.WS
$7.3M
$10.1K ﹤0.01%
239,752
– –
CAT icon
47
Caterpillar
CAT
$398B
– –
-74,761
Closed -$42.8M
CVNA icon
48
Carvana
CVNA
$45.9B
– –
-454,320
Closed -$38.3M
EXC icon
49
Exelon
EXC
$47B
– –
-1,645,168
Closed -$71.7M
MMM icon
50
3M
MMM
$83B
– –
-801,662
Closed -$128M
1
2
3

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Electron Capital Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Electron Capital Partners held 53 positions worth $2.55B, up 19% from $2.15B the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Electron Capital Partners deployed $201M of net new capital in Q1 2026, opening 13 new positions and adding to 14 existing holdings. Its largest new stake was NRG Energy: 406,835 shares worth $59.5M.

By sector, the portfolio is most concentrated in Utilities at 35% of assets, down from 38% a quarter earlier, followed by Industrials and Technology.

On the sell side, the largest reduction was Constellation Energy, an estimated $109M trimmed.

  • Electron Capital Partners's largest Q1 2026 buy was NRG Energy: 406,835 shares worth $59.5M.
  • Electron Capital Partners added most to FirstEnergy in Q1 2026, an estimated $73.7M increase.
  • Electron Capital Partners's biggest Q1 2026 reduction was Constellation Energy, cutting an estimated $109M.
  • Electron Capital Partners fully exited 3M in Q1 2026, selling an estimated $128M.
  • Electron Capital Partners's ten largest holdings make up 61% of its $2.55B portfolio in Q1 2026.
  • Electron Capital Partners opened 13 new positions and closed 7 in Q1 2026.
  • Electron Capital Partners's portfolio value rose 19% quarter-over-quarter to $2.55B.

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