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ECP

Electron Capital Partners Portfolio holdings

AUM $2.5B
1-Year Est. Return 97.62%
This Fund
S&P 500
This Quarter Est. Return
+19.51%
1 Year Est. Return
+97.62%
3 Year Est. Return
+333.31%
5 Year Est. Return
+551.55%
10 Year Est. Return
+4,399.73%
AUM
$2.55B
AUM Growth
+$401M
Cap. Flow
-$248M
Cap. Flow %
-9.72%
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 Miscellaneous 18.91%
4 Technology 14.21%
5 Materials 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TE
26
T1 Energy
TE
$1.41B
$26M 1.02%
5,929,585
+2,429,564
+69% +$17.8M
EIX icon
27
Edison International
EIX
$27B
$24.9M 0.97%
339,669
-4,934
-1% -$333K
ENVX icon
28
Enovix
ENVX
$737M
$24M 0.94%
4,628,317
-1,425,734
-24% -$8.92M
AES icon
29
AES
AES
$10.5B
$22.5M 0.88%
+1,598,292
New +$23.8M
MWH
30
SOLV Energy Inc
MWH
$5.32B
$21.7M 0.85%
+721,298
New +$21.4M
BA icon
31
Boeing
BA
$166B
$18.6M 0.73%
93,653
-87,828
-48% -$20M
ENPH icon
32
Enphase Energy
ENPH
$4.92B
$18.5M 0.72%
+488,852
New +$20.3M
NPKI
33
NPK International
NPKI
$1.12B
$15.9M 0.62%
+1,099,943
New +$15.3M
FPS
34
Forgent Power Solutions
FPS
$7.9B
$15.5M 0.61%
+528,663
New +$17.6M
GEV icon
35
GE Vernova
GEV
$243B
$12.5M 0.49%
14,321
-1,538
-10% -$1.2M
VRT icon
36
Vertiv
VRT
$99B
$6.75M 0.26%
26,945
+156
+0.6% +$34.6K
PWR icon
37
Quanta Services
PWR
$90.6B
$5.17M 0.2%
9,408
-170,234
-95% -$87.7M
OPAL icon
38
OPAL Fuels
OPAL
$62.5M
$4.54M 0.18%
1,800,000
– –
NXT icon
39
Nextpower Inc. Common Stock
NXT
$13B
$3.28M 0.13%
27,187
-604,539
-96% -$67M
ARRY icon
40
Array Technologies
ARRY
$707M
$2.86M 0.11%
395,928
-2,244,489
-85% -$20.8M
HSAI
41
Hesai Group
HSAI
$2.74B
$1.16M 0.05%
60,670
+351
+0.6% +$8.85K
WRD
42
WeRide Inc
WRD
$1.99B
$1.08M 0.04%
133,867
+773
+0.6% +$5.98K
PONY
43
Pony AI Inc
PONY
$3.29B
$475K 0.02%
50,367
+291
+0.6% +$4.01K
FTCI icon
44
FTC Solar
FTCI
$42.1M
$341K 0.01%
90,201
+477
+0.5% +$3.99K
EH
45
EHang Holdings
EH
$342M
$332K 0.01%
34,174
+197
+0.6% +$2.42K
SES.WS
46
DELISTED
SES AI Corp Warrants
SES.WS
$10.1K ﹤0.01%
239,752
– –
CAT icon
47
Caterpillar
CAT
$368B
– –
-74,761
Closed -$42.8M
CVNA icon
48
Carvana
CVNA
$53.3B
– –
-454,320
Closed -$38.3M
EXC icon
49
Exelon
EXC
$45.3B
– –
-1,645,168
Closed -$71.7M
MMM icon
50
3M
MMM
$89.9B
– –
-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 withdrew a net $248M in Q1 2026, closing 7 positions and reducing 17 holdings. Its most notable exit was 3M, an estimated $128M position sold in full.

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

Against the trend, Electron Capital Partners opened a new position in NRG Energy worth $59.5M.

  • 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.