1y return+37.8%S&P 500 +20.9%
3y return+90.5%S&P 500 +68.5%
5y return+105.1%S&P 500 +74.5%
10y return+511.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $611 against $357 in the S&P 500.2
Electron Capital Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| Flex LtdCUSIP Y2573F102 | $280.0M | 11.2% | +116.3% |
| MTZMastec Inc | $258.0M | 10.3% | −13.0% |
| XELXcel Energy Inc | $202.5M | 8.1% | +31.4% |
| NEENextera Energy Inc | $169.7M | 6.8% | −5.3% |
| ETREntergy Corp New | $154.0M | 6.1% | +6.0% |
| COHRCoherent Corp | $109.3M | 4.4% | −38.7% |
| FEFirstenergy Corp | $97.3M | 3.9% | −31.6% |
| Johnson Controls InternationCUSIP G51502105 | $90.9M | 3.6% | +34.2% |
| WMBWilliams Cos Inc | $85.8M | 3.4% | +5.9% |
| CEGConstellation Energy Corp | $71.1M | 2.8% | +28.5% |
| CGNXCognex Corp | $70.1M | 2.8% | +8.9% |
| KEYSKeysight Technologies Inc | $70.0M | 2.8% | +21.2% |
| CHRWC H Robinson Worldwide In | $67.6M | 2.7% | +5.2% |
| PCGPg&e Corp | $61.9M | 2.5% | +5.7% |
| FDXFFedex Fght Hldg Co Inc | $55.4M | 2.2% | New |
| ULSUl Solutions Inc | $54.0M | 2.2% | −25.7% |
| CVNACarvana Co | $53.5M | 2.1% | New |
| NRGNrg Energy Inc | $52.2M | 2.1% | −12.1% |
| GLWCorning Inc | $41.8M | 1.7% | New |
| PRIMPrimoris Svcs Corp | $41.1M | 1.6% | New |
| SEDGSolaredge Technologies Inc | $39.3M | 1.6% | −37.6% |
| EOSEEos Energy Enterprises Inc | $39.3M | 1.6% | +24.2% |
| ESEversource Energy | $36.7M | 1.5% | New |
| ENVXEnovix Corporation | $29.1M | 1.2% | +3.5% |
| TET1 Energy Inc | $27.8M | 1.1% | −50.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PWRQuanta Svcs Inc | June 30, 2020 | +1735.6% | $6.7M |
| VRTVertiv Holdings Co | June 30, 2023 | +1251.7% | $8.9M |
| GEVGe Vernova Inc | March 31, 2024 | +759.1% | $16.7M |
| MTZMastec Inc | December 31, 2020 | +510.2% | $258.0M |
| CEGConstellation Energy Corp | March 31, 2022 | +341.4% | $71.1M |
| EOSEEos Energy Enterprises Inc | September 30, 2022 | +252.0% | $39.3M |
| SEDGSolaredge Technologies Inc | June 30, 2025 | +186.5% | $39.3M |
| Flex LtdCUSIP Y2573F102 | December 31, 2025 | +168.2% | $280.0M |
| CGNXCognex Corp | March 31, 2025 | +142.8% | $70.1M |
| Johnson Controls InternationCUSIP G51502105 | March 31, 2024 | +123.7% | $90.9M |
Sold off last quarter
- DOWDow Hldgs Inc was $79.9M
- XLUSelect Sector Spdr Tr was $56.9M
- FDXFedex Corp was $56.7M
- AESAes Corp was $22.5M
- BABoeing Co was $18.6M
- ENPHEnphase Energy Inc was $18.5M
- FPSForgent Power Solutions Inc was $15.5M
- FTCIFtc Solar Inc was $341K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.1% | +14.8% |
| March 31, 2026 | +9.8% | −4.6% |
| December 31, 2025 | +0.3% | +2.4% |
| September 30, 2025 | +10.6% | +7.8% |
| June 30, 2025 | +17.3% | +10.5% |
| March 31, 2025 | −8.7% | −4.6% |
| December 31, 2024 | −0.0% | +2.1% |
| September 30, 2024 | +17.9% | +5.4% |
| June 30, 2024 | −0.1% | +4.0% |
| March 31, 2024 | +8.9% | +10.0% |
| December 31, 2023 | +11.7% | +11.2% |
| September 30, 2023 | −9.9% | −3.6% |
| June 30, 2023 | +5.6% | +8.3% |
| March 31, 2023 | −0.4% | +7.0% |
| December 31, 2022 | +6.2% | +7.1% |
| September 30, 2022 | +14.4% | −5.3% |
| June 30, 2022 | −15.2% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +9.9% | +10.7% |
| September 30, 2021 | −3.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Electron Capital Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1586986&type=13F-HR&dateb=&owner=include&count=40CIK 1586986
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1586986/000101297526000779/Filed August 14, 2026 · accession 0001012975-26-000779