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Electron Capital Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Electron Capital Partners, LLC

报告期 2026-03-31 · CIK 0001586986

持仓数

46

前50大市值合计

$2.55B

报告期

2026-03-31

当前持仓调仓

前 46 大持仓

标的

类型

市值

股数

占比*

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT · 认沽

$336.9M

518,000

13.2%

MTZ MASTEC INC

COM

$229.4M

713,013

9.0%

NEE NEXTERA ENERGY INC

COM

$189.5M

2,040,030

7.4%

XEL XCEL ENERGY INC

COM

$152.4M

1,918,768

6.0%

FE FIRSTENERGY CORP

COM

$151.6M

2,991,914

5.9%

ETR ENTERGY CORP NEW

COM

$142.2M

1,265,320

5.6%

COHR COHERENT CORP

COM

$107.7M

451,953

4.2%

CEG CONSTELLATION ENERGY CORP

COM · 认购

$89.4M

320,000

3.5%

DOW DOW HLDGS INC

COM

$79.9M

1,917,631

3.1%

WMB WILLIAMS COS INC

COM

$79.3M

1,089,869

3.1%

CEG CONSTELLATION ENERGY CORP

COM

$62.2M

222,724

2.4%

ULS UL SOLUTIONS INC

CLASS A COM SHS

$61.2M

713,941

2.4%

PCG PG&E CORP

COM

$61.2M

3,481,382

2.4%

— JOHNSON CONTROLS INTERNATION

SHS

$60.7M

463,901

2.4%

NRG NRG ENERGY INC

COM NEW

$59.5M

406,835

2.3%

XLU SELECT SECTOR SPDR TR

STATE STREET UTI

$56.9M

1,240,257

2.2%

FDX FEDEX CORP

COM

$56.7M

159,165

2.2%

CHRW C H ROBINSON WORLDWIDE IN

COM NEW

$56.7M

341,356

2.2%

SEDG SOLAREDGE TECHNOLOGIES INC

COM

$55.1M

1,078,678

2.2%

— FLEXTRONICS INTL LTD

ORD

$52.3M

798,774

2.0%

KEYS KEYSIGHT TECHNOLOGIES INC

COM

$46.6M

165,026

1.8%

CGNX COGNEX CORP

COM

$43.5M

888,614

1.7%

ALB ALBEMARLE CORP

COM

$39.9M

222,307

1.6%

GDS GDS HLDGS LTD

SPONSORED ADS

$31.5M

780,979

1.2%

EOSE EOS ENERGY ENTERPRISES INC

COM CL A

$26.7M

5,379,661

1.0%

TE T1 ENERGY INC

COM NEW

$26.0M

5,929,585

1.0%

EIX EDISON INTL

COM

$24.9M

339,669

1.0%

ENVX ENOVIX CORPORATION

COM

$24.0M

4,628,317

0.9%

AES AES CORP

COM

$22.5M

1,598,292

0.9%

MWH SOLV ENERGY INC

COM SHS CL A

$21.7M

721,298

0.8%

BA BOEING CO

COM

$18.6M

93,653

0.7%

ENPH ENPHASE ENERGY INC

COM

$18.5M

488,852

0.7%

NPKI NPK INTERNATIONAL INC

COM SHS

$15.9M

1,099,943

0.6%

FPS FORGENT POWER SOLUTIONS INC

COM SHS CL A

$15.5M

528,663

0.6%

GEV GE VERNOVA INC

COM

$12.5M

14,321

0.5%

VRT VERTIV HOLDINGS CO

COM CL A

$6.8M

26,945

0.3%

PWR QUANTA SVCS INC

COM

$5.2M

9,408

0.2%

OPAL OPAL FUELS INC

CLASS A COM

$4.5M

1,800,000

0.2%

NXT NEXTPOWER INC

CLASS A COM

$3.3M

27,187

0.1%

ARRY ARRAY TECHNOLOGIES INC

COM SHS

$2.9M

395,928

0.1%

HSAI HESAI GROUP

SPONSORED ADS

$1.2M

60,670

0.0%

WRD WERIDE INC

SPONSORED ADS

$1.1M

133,867

0.0%

PONY PONY AI INC

SPONSORED ADS

$475.5K

50,367

0.0%

FTCI FTC SOLAR INC

COM NEW

$341.0K

90,201

0.0%

EH EHANG HLDGS LTD

ADS

$331.8K

34,174

0.0%

SES/WS SES AI CORPORATION

*W EXP 12/10/202

$10.1K

239,752

0.0%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

47%前 6 大占比

SPY13.2%MTZ9.0%NEE7.4%XEL6.0%FE5.9%ETR5.6%