Electron Capital Partners
Electron Capital Partners reported 46 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FLEX (11.2%), MTZ (10.3%) and XEL (8.1%). Compared with Q1 2026, the fund opened new positions in FDXF, CVNA and GLW, added to FLEX, XEL and ETR, trimmed MTZ, NEE and COHR and sold out of DOW, XLU and FDX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  FLEX Flex Ltd | $280M | 11.2% | 1.7M | +929K (+116%) | 3 of 8 | |
| 2 |  MTZ Mastec Inc | $258M | 10.3% | 620K | −93K (−13%) | 8 of 8 | |
| 3 |  XEL Xcel Energy Inc | $203M | 8.1% | 2.5M | +603K (+31%) | 8 of 8 | |
| 4 |  NEE Nextera Energy Inc | $170M | 6.8% | 1.9M | −107K (−5%) | 8 of 8 | |
| 5 |  ETR Entergy Corp New | $154M | 6.2% | 1.3M | +75K (+6%) | 8 of 8 | |
| 6 |  COHR Coherent Corp | $109M | 4.4% | 277K | −175K (−39%) | 3 of 8 | |
| 7 |  FE Firstenergy Corp | $97.3M | 3.9% | 2M | −945K (−32%) | 3 of 8 | |
| 8 |  JCI Johnson Controls Int F | $90.9M | 3.6% | 622K | +158K (+34%) | 8 of 8 | |
| 9 |  WMB Williams Cos Inc | $85.8M | 3.4% | 1.2M | +65K (+6%) | 3 of 8 | |
| 10 |  CEG Constellation Energy Cor | $71.1M | 2.8% | 286K | +63K (+28%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DOW Dow Inc | $79.9M | 1.9M |
 XLU Select Sector Spdr TR | $56.9M | 1.2M |
 FDX Fedex Corp | $56.7M | 159K |
 AES Aes Corp | $22.5M | 1.6M |
 BA Boeing Co | $18.6M | 94K |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Electron Capital Partners 13F FAQ
What does Electron Capital Partners own?
Electron Capital Partners reported 46 stocks worth $2.5B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are FLEX (11.2%), MTZ (10.3%) and XEL (8.1%). The table above lists every position in the filing (the top 10 without an account).
What did Electron Capital Partners buy and sell in Q2 2026?
Compared with Q1 2026: 10 new positions, 17 added to, 17 trimmed and 8 sold out. New positions include FDXF, CVNA and GLW. It sold all of DOW, XLU and FDX.
When will Electron Capital Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Electron Capital Partners's portfolio worth?
The Q2 2026 filing reports $2.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.