Electron Capital Partners, LLC 13F 持仓 · 2026年Q2
Electron Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 46 只证券，申报市值合计 25.05 亿美元。前几大持仓：FLEX（11.18%）、MTZ（10.30%）、XEL（8.09%）。本季前 25 大持仓中：新建仓 5 只、增持 11 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FLEX | FLEX LTD | $280.0M | 11.18% | 1.7M | 增持 |
| 2 | MTZ | MASTEC INC | $258.0M | 10.30% | 620,190 | 减持 |
| 3 | XEL | XCEL ENERGY INC | $202.5M | 8.09% | 2.5M | 增持 |
| 4 | NEE | NEXTERA ENERGY INC | $169.7M | 6.77% | 1.9M | 减持 |
| 5 | ETR | ENTERGY CORP NEW | $154.0M | 6.15% | 1.3M | 增持 |
| 6 | COHR | COHERENT CORP | $109.3M | 4.36% | 277,072 | 减持 |
| 7 | FE | FIRSTENERGY CORP | $97.3M | 3.88% | 2.0M | 减持 |
| 8 | JCI | JOHNSON CONTROLS INTERNATION | $90.9M | 3.63% | 622,330 | 增持 |
| 9 | WMB | WILLIAMS COS INC | $85.8M | 3.43% | 1.2M | 增持 |
| 10 | CEG | CONSTELLATION ENERGY CORP | $71.1M | 2.84% | 286,137 | 减持 |
| 11 | CGNX | COGNEX CORP | $70.1M | 2.80% | 967,843 | 增持 |
| 12 | KEYS | KEYSIGHT TECHNOLOGIES INC | $70.0M | 2.79% | 199,931 | 增持 |
| 13 | CHRW | C H ROBINSON WORLDWIDE IN | $67.6M | 2.70% | 359,077 | 增持 |
| 14 | PCG | PG&E CORP | $61.9M | 2.47% | 3.7M | 增持 |
| 15 | FDXF | FEDEX FGHT HLDG CO INC | $55.4M | 2.21% | 366,682 | 新建仓 |
| 16 | ULS | UL SOLUTIONS INC | $54.0M | 2.16% | 530,585 | 减持 |
| 17 | CVNA | CARVANA CO | $53.5M | 2.14% | 813,127 | 新建仓 |
| 18 | NRG | NRG ENERGY INC | $52.2M | 2.09% | 357,635 | 减持 |
| 19 | GLW | CORNING INC | $41.8M | 1.67% | 163,766 | 新建仓 |
| 20 | PRIM | PRIMORIS SVCS CORP | $41.1M | 1.64% | 415,103 | 新建仓 |
| 21 | EOSE | EOS ENERGY ENTERPRISES INC | $39.3M | 1.57% | 6.7M | 增持 |
| 22 | SEDG | SOLAREDGE TECHNOLOGIES INC | $39.3M | 1.57% | 672,680 | 减持 |
| 23 | ES | EVERSOURCE ENERGY | $36.7M | 1.46% | 507,164 | 新建仓 |
| 24 | ENVX | ENOVIX CORPORATION | $29.1M | 1.16% | 4.8M | 增持 |
| 25 | TE | T1 ENERGY INC | $27.8M | 1.11% | 2.9M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR