Electron Capital Partners, LLC
NEW YORK NY · SEC CIK 0001586986
$25.55亿2026Q1 申报市值
46持仓数
61.0%前十大占比 · 第一大 13.2%
13 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DOW 新建仓+$7,986.93万
FE 加仓+$7,698.99万
NRG 新建仓+$5,945.49万
XLU 新建仓+$5,691.54万
FDX 新建仓+$5,669.14万
2026Q1 卖出最多 按季末市值估算
MMM 清仓-$1.28亿
CEG 减仓-$9,984.33万
PWR 减仓-$9,346.18万
JCI 减仓-$8,848.16万
NXT 减仓-$7,287.72万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $3.37亿 | 13.19% | 518,000 | 518,000 | — | $3.37亿 | 新建仓 |
| MTZ | MASTEC INC | $2.29亿 | 8.98% | 713,013 | -91,290 | -11.4% | -$2,937.16万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1.89亿 | 7.42% | 2,040,030 | 272,603 | 15.4% | $2,531.94万 | 加仓 |
| XEL | XCEL ENERGY INC | $1.52亿 | 5.97% | 1,918,768 | -17,927 | -0.9% | -$142.41万 | 减仓 |
| FE | FIRSTENERGY CORP | $1.52亿 | 5.93% | 2,991,914 | 1,519,737 | 103.2% | $7,698.99万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1.42亿 | 5.56% | 1,265,320 | -174,764 | -12.1% | -$1,963.65万 | 减仓 |
| COHR | COHERENT CORP | $1.08亿 | 4.21% | 451,953 | -48,192 | -9.6% | -$1,147.98万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP 看涨期权 | $8,936.00万 | 3.50% | 320,000 | 320,000 | — | $8,936.00万 | 新建仓 |
| DOW | DOW HLDGS INC | $7,986.93万 | 3.13% | 1,917,631 | 1,917,631 | — | $7,986.93万 | 新建仓 |
| WMB | WILLIAMS COS INC | $7,932.07万 | 3.10% | 1,089,869 | 3,984 | 0.4% | $29.00万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $6,219.57万 | 2.43% | 222,724 | -357,541 | -61.6% | -$9,984.33万 | 减仓 |
| ULS | UL SOLUTIONS INC | $6,119.19万 | 2.40% | 713,941 | -141,498 | -16.5% | -$1,212.78万 | 减仓 |
| PCG | PG&E CORP | $6,116.79万 | 2.39% | 3,481,382 | 1,113,423 | 47.0% | $1,956.28万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $6,074.78万 | 2.38% | 463,901 | -675,690 | -59.3% | -$8,848.16万 | 减仓 |
| NRG | NRG ENERGY INC | $5,945.49万 | 2.33% | 406,835 | 406,835 | — | $5,945.49万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $5,691.54万 | 2.23% | 1,240,257 | 1,240,257 | — | $5,691.54万 | 新建仓 |
| FDX | FEDEX CORP | $5,669.14万 | 2.22% | 159,165 | 159,165 | — | $5,669.14万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $5,668.90万 | 2.22% | 341,356 | 341,356 | — | $5,668.90万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $5,506.65万 | 2.16% | 1,078,678 | -545,144 | -33.6% | -$2,782.96万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $5,228.77万 | 2.05% | 798,774 | -149,385 | -15.8% | -$977.87万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $4,659.84万 | 1.82% | 165,026 | 4,022 | 2.5% | $113.57万 | 加仓 |
| CGNX | COGNEX CORP | $4,353.32万 | 1.70% | 888,614 | 35,630 | 4.2% | $174.55万 | 加仓 |
| ALB | ALBEMARLE CORP | $3,991.08万 | 1.56% | 222,307 | 222,307 | — | $3,991.08万 | 新建仓 |
| GDS | GDS HLDGS LTD | $3,146.56万 | 1.23% | 780,979 | 675,531 | 640.6% | $2,721.71万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $2,668.31万 | 1.04% | 5,379,661 | -742,235 | -12.1% | -$368.15万 | 减仓 |
| TE | T1 ENERGY INC | $2,603.09万 | 1.02% | 5,929,585 | 2,429,564 | 69.4% | $1,066.58万 | 加仓 |
| EIX | EDISON INTL | $2,485.70万 | 0.97% | 339,669 | -4,934 | -1.4% | -$36.11万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $2,397.47万 | 0.94% | 4,628,317 | -1,425,734 | -23.6% | -$738.53万 | 减仓 |
| AES | AES CORP | $2,251.99万 | 0.88% | 1,598,292 | 1,598,292 | — | $2,251.99万 | 新建仓 |
| MWH | SOLV ENERGY INC | $2,166.06万 | 0.85% | 721,298 | 721,298 | — | $2,166.06万 | 新建仓 |
| BA | BOEING CO | $1,863.98万 | 0.73% | 93,653 | -87,828 | -48.4% | -$1,748.04万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $1,848.35万 | 0.72% | 488,852 | 488,852 | — | $1,848.35万 | 新建仓 |
| NPKI | NPK INTERNATIONAL INC | $1,593.82万 | 0.62% | 1,099,943 | 1,099,943 | — | $1,593.82万 | 新建仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $1,547.40万 | 0.61% | 528,663 | 528,663 | — | $1,547.40万 | 新建仓 |
| GEV | GE VERNOVA INC | $1,250.08万 | 0.49% | 14,321 | -1,538 | -9.7% | -$134.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $675.19万 | 0.26% | 26,945 | 156 | 0.6% | $3.91万 | 加仓 |
| PWR | QUANTA SVCS INC | $516.52万 | 0.20% | 9,408 | -170,234 | -94.8% | -$9,346.18万 | 减仓 |
| — | OPAL FUELS INC | $453.60万 | 0.18% | 1,800,000 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $327.74万 | 0.13% | 27,187 | -604,539 | -95.7% | -$7,287.72万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $286.26万 | 0.11% | 395,928 | -2,244,489 | -85.0% | -$1,622.77万 | 减仓 |
| HSAI | HESAI GROUP | $116.00万 | 0.05% | 60,670 | 351 | 0.6% | $6,711 | 加仓 |
| WRD | WERIDE INC | $108.30万 | 0.04% | 133,867 | 773 | 0.6% | $6,254 | 加仓 |
| PONY | PONY AI INC | $47.55万 | 0.02% | 50,367 | 291 | 0.6% | $2,747 | 加仓 |
| — | FTC SOLAR INC | $34.10万 | 0.01% | 90,201 | 477 | 0.5% | $1,803 | 加仓 |
| EH | EHANG HLDGS LTD | $33.18万 | 0.01% | 34,174 | 197 | 0.6% | $1,913 | 加仓 |
| — | SES AI CORPORATION | $1.01万 | 0.00% | 239,752 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $0 | 0.00% | 0 | -801,662 | -100.0% | -$1.28亿 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -1,645,168 | -100.0% | -$7,171.29万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -391,337 | -100.0% | -$4,375.93万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -74,761 | -100.0% | -$4,282.83万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SGML | SIGMA LITHIUM CORPORATION | $0 | 0.00% | 0 | -1,112,845 | -100.0% | -$1,467.84万 | 清仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $0 | 0.00% | 0 | -301,216 | -100.0% | -$256.03万 | 清仓 |