Fund Universe

← Fund Universe

☆Electron Capital Partners, LLC

CIK 0001586986 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.538
AUM ($M)
2,505
Positions
46
Turnover
0.25
Top-10 wt
61%
Herfindahl
0.052
History (qtrs)
6
Excess Return
—

AI Eval Run AI Eval

No AI Eval requested yet for this fund.
Quarter
Activity this period
Security type

Holdings · 54 positions · portfolio value $2,505M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆FLEX funds › FLEX LTD ADD — 11.2% +8.7% 280.0 1,727,715 +928,941 3 —
☆MTZ funds › MASTEC INC TRIM — 10.3% -0.5% 258.0 620,190 -92,823 5 —
☆XEL funds › XCEL ENERGY INC ADD — 8.1% +0.9% 202.5 2,522,174 +603,406 5 —
☆NEE funds › NEXTERA ENERGY INC TRIM — 6.8% -2.1% 169.7 1,932,900 -107,130 5 —
☆ETR funds › ENTERGY CORP NEW ADD — 6.1% -0.5% 154.0 1,340,648 +75,328 5 —
☆COHR funds › COHERENT CORP TRIM — 4.4% -0.7% 109.3 277,072 -174,881 3 —
☆FE funds › FIRSTENERGY CORP TRIM — 3.9% -3.2% 97.3 2,046,976 -944,938 3 —
☆JCI funds › JOHNSON CONTROLS INTERNATION ADD — 3.6% +0.8% 90.9 622,330 +158,429 5 —
☆WMB funds › WILLIAMS COS INC ADD — 3.4% -0.3% 85.8 1,154,694 +64,825 3 —
☆CEG funds › CONSTELLATION ENERGY CORP ADD — 2.8% -0.1% 71.1 286,137 +63,413 5 —
☆CGNX funds › COGNEX CORP ADD — 2.8% +0.8% 70.1 967,843 +79,229 5 —
☆KEYS funds › KEYSIGHT TECHNOLOGIES INC ADD — 2.8% +0.6% 70.0 199,931 +34,905 3 —
☆CHRW funds › C H ROBINSON WORLDWIDE IN ADD — 2.7% +0.0% 67.6 359,077 +17,721 2 —
☆PCG funds › PG&E CORP ADD — 2.5% -0.4% 61.9 3,679,420 +198,038 5 —
☆FDXF funds › FEDEX FGHT HLDG CO INC NEW — 2.2% +2.2% 55.4 366,682 +366,682 1 —
☆ULS funds › UL SOLUTIONS INC TRIM — 2.2% -0.7% 54.0 530,585 -183,356 5 —
☆CVNA funds › CARVANA CO NEW — 2.1% +2.1% 53.5 813,127 +813,127 1 —
☆NRG funds › NRG ENERGY INC TRIM — 2.1% -0.7% 52.2 357,635 -49,200 2 —
☆GLW funds › CORNING INC NEW — 1.7% +1.7% 41.8 163,766 +163,766 1 —
☆PRIM funds › PRIMORIS SVCS CORP NEW — 1.6% +1.6% 41.1 415,103 +415,103 1 —
☆SEDG funds › SOLAREDGE TECHNOLOGIES INC TRIM — 1.6% -1.0% 39.3 672,680 -405,998 5 —
☆EOSE funds › EOS ENERGY ENTERPRISES INC ADD — 1.6% +0.3% 39.3 6,681,859 +1,302,198 5 —
☆ES funds › EVERSOURCE ENERGY NEW — 1.5% +1.5% 36.7 507,164 +507,164 1 —
☆ENVX funds › ENOVIX CORPORATION ADD — 1.2% +0.0% 29.1 4,788,098 +159,781 5 —
☆TE funds › T1 ENERGY INC TRIM — 1.1% -0.1% 27.8 2,931,918 -2,997,667 3 —
☆WOLF funds › WOLFSPEED INC NEW — 1.1% +1.1% 27.6 571,267 +571,267 1 —
☆EIX funds › EDISON INTL ADD — 1.1% -0.1% 26.7 358,124 +18,455 5 —
☆MWH funds › SOLV ENERGY INC ADD — 1.0% +0.0% 25.5 749,386 +28,088 2 —
☆GDS funds › GDS HLDGS LTD ADD — 1.0% -0.5% 25.0 831,889 +50,910 5 —
☆RIG funds › TRANSOCEAN LTD NEW — 0.9% +0.9% 22.7 4,652,185 +4,652,185 1 —
☆NXT funds › NEXTPOWER INC ADD — 0.8% +0.7% 21.2 178,035 +150,848 5 —
☆NPKI funds › NPK INTERNATIONAL INC ADD — 0.7% -0.0% 18.6 1,169,304 +69,361 2 —
☆ALB funds › ALBEMARLE CORP TRIM — 0.7% -1.1% 18.5 137,253 -85,054 2 —
☆GEV funds › GE VERNOVA INC TRIM — 0.7% +0.1% 16.7 14,175 -146 5 —
☆FRVO funds › FERVO ENERGY CO NEW — 0.5% +0.5% 13.4 459,840 +459,840 1 —
☆VRT funds › VERTIV HOLDINGS CO TRIM — 0.4% +0.0% 8.9 26,670 -275 5 —
☆PWR funds › QUANTA SVCS INC TRIM — 0.3% +0.0% 6.7 9,312 -96 5 —
☆XIFR funds › XPLR INFRASTRUCTURE LP NEW — 0.2% +0.2% 4.0 342,633 +342,633 1 —
☆OPAL funds › OPAL FUELS INC HOLD — 0.2% -0.1% 4.0 1,800,000 +0 5 —
☆ARRY funds › ARRAY TECHNOLOGIES INC TRIM — 0.1% -0.0% 2.9 391,887 -4,041 5 —
☆NIO funds › NIO INC NEW — 0.1% +0.1% 1.4 284,515 +284,515 1 —
☆HSAI funds › HESAI GROUP TRIM — 0.0% -0.0% 1.1 60,050 -620 5 —
☆WRD funds › WERIDE INC TRIM — 0.0% -0.0% 0.8 132,500 -1,367 4 —
☆PONY funds › PONY AI INC TRIM — 0.0% -0.0% 0.3 49,853 -514 3 —
☆EH funds › EHANG HLDGS LTD TRIM — 0.0% -0.0% 0.2 33,825 -349 5 —
☆SESWS funds › SES AI CORPORATION HOLD — 0.0% -0.0% 0.0 239,752 +0 5 —
☆FDX funds › FEDEX CORP EXIT — 0.0% -2.7% 0.0 0 -159,165 0 —
☆XLU funds › SELECT SECTOR SPDR TR EXIT — 0.0% -2.7% 0.0 0 -1,240,257 0 —
☆FPS funds › FORGENT POWER SOLUTIONS INC EXIT — 0.0% -0.7% 0.0 0 -528,663 0 —
☆DOW funds › DOW HLDGS INC EXIT — 0.0% -3.8% 0.0 0 -1,917,631 0 —
☆FTCI funds › FTC SOLAR INC EXIT — 0.0% -0.0% 0.0 0 -90,201 0 —
☆BA funds › BOEING CO EXIT — 0.0% -0.9% 0.0 0 -93,653 0 —
☆ENPH funds › ENPHASE ENERGY INC EXIT — 0.0% -0.9% 0.0 0 -488,852 0 —
☆AES funds › AES CORP EXIT Common Stock 0.0% -1.1% 0.0 0 -1,598,292 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 2,505 46 0.25 61% 0.052 0.535 — in
2026Q1 2,129 44 0.37 59% 0.050 0.284 — in
2025Q4 2,154 40 0.25 60% 0.049 0.481 — in
2025Q3 2,208 37 0.18 61% 0.048 0.635 — in
2025Q2 1,869 36 0.24 66% 0.055 0.570 — entered
2025Q1 1,396 37 0.00 72% 0.063 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status