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Electron 资本合伙人 · 13F 持仓分析
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Electron 资本合伙人

Electron Capital Partners, LLCNo.1533 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$25.05亿
环比变动 Q1 2026
-$4,995.1万-2.0%
持仓股票数
46
新买入
10
加仓
16
减仓
18
清仓
9
持股不变
2
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
FFLEXFLEX
11.18%2.05%$2.80亿172.8万股$5,228.8万79.9万股+92.9万股+116.30%加仓
MMASTECMTZ
10.3%8.98%$2.58亿62.0万股$2.29亿71.3万股-9.3万股-13.02%减仓
XCEL ENERGY COMXEL
8.09%5.97%$2.03亿252.2万股$1.52亿191.9万股+60.3万股+31.45%加仓
N新纪元能源NEE
6.77%7.42%$1.70亿193.3万股$1.89亿204.0万股-10.7万股-5.25%减仓
EntergyETR
6.15%5.56%$1.54亿134.1万股$1.42亿126.5万股+7.5万股+5.95%加仓
相干公司COHR
4.36%4.21%$1.09亿27.7万股$1.08亿45.2万股-17.5万股-38.69%减仓
FIRSTENERGY COMFE
3.88%5.93%$9,731.3万204.7万股$1.52亿299.2万股-94.5万股-31.58%减仓
江森自控JCI
3.63%2.38%$9,092.9万62.2万股$6,074.8万46.4万股+15.8万股+34.15%加仓
威廉姆斯WMB
3.43%3.1%$8,584.0万115.5万股$7,932.1万109.0万股+6.5万股+5.95%加仓
星座能源CEG
2.84%5.93%$7,106.8万28.6万股$1.52亿54.3万股-25.7万股-47.28%减仓
CCOGNEXCGNX
2.8%1.7%$7,009.1万96.8万股$4,353.3万88.9万股+7.9万股+8.92%加仓
KEYSIGHT TECHNOLOGIESKEYS
2.79%1.82%$6,999.0万20.0万股$4,659.8万16.5万股+3.5万股+21.15%加仓
CC H ROBINSON WORLDWIDE INCHRW
2.7%2.22%$6,762.9万35.9万股$5,668.9万34.1万股+1.8万股+5.19%加仓
太平洋煤电PCG
2.47%2.39%$6,188.8万367.9万股$6,116.8万348.1万股+19.8万股+5.69%加仓
FFEDEX FGHT HLDG CO INCFDXF
2.21%$5,536.9万36.7万股$00股+36.7万股新买入
HSBC SPON ADR NEWHSBC
2.16%2.4%$5,404.5万53.1万股$6,119.2万71.4万股-18.3万股-25.68%减仓
CCARVANA CL ACVNA
2.14%$5,352.0万81.3万股$00股+81.3万股新买入
NNRG ENERGYNRG
2.09%2.33%$5,223.6万35.8万股$5,945.5万40.7万股-4.9万股-12.09%减仓
康宁GLW
1.67%$4,183.1万16.4万股$00股+16.4万股新买入
PPRIMORIS SVCSPRIM
1.64%$4,114.5万41.5万股$00股+41.5万股新买入
SSOLAREDGE TECHNOLOGIESSEDG
1.57%2.16%$3,931.1万67.3万股$5,506.7万107.9万股-40.6万股-37.64%减仓
EEOS ENERGY ENTERPRISESEOSEW
1.57%1.04%$3,928.9万668.2万股$2,668.3万538.0万股+130.2万股+24.21%加仓
EVERSOURCE ENERGYES
1.46%$3,665.3万50.7万股$00股+50.7万股新买入
EENOVIXENVX
1.16%0.94%$2,906.4万478.8万股$2,397.5万462.8万股+16.0万股+3.45%加仓
TT1 ENERGYTE
1.11%1.02%$2,779.5万293.2万股$2,603.1万593.0万股-299.8万股-50.55%减仓
WWOLFSPEEDWOLF
1.1%$2,756.4万57.1万股$00股+57.1万股新买入
爱迪生国际EIX
1.06%0.97%$2,666.2万35.8万股$2,485.7万34.0万股+1.8万股+5.43%加仓
SSOLV ENERGYMWH
1.02%0.85%$2,551.7万74.9万股$2,166.1万72.1万股+2.8万股+3.89%加仓
GGDSGDS
1%1.23%$2,498.2万83.2万股$3,146.6万78.1万股+5.1万股+6.52%加仓
TTRANSOCEANRIG
0.91%$2,274.9万465.2万股$00股+465.2万股新买入
NNextPowerNXT
0.85%0.13%$2,121.1万17.8万股$327.7万2.7万股+15.1万股+554.85%加仓
NPK INTERNATIONALNPKI
0.74%0.62%$1,860.4万116.9万股$1,593.8万110.0万股+6.9万股+6.31%加仓
雅保ALB
0.74%1.56%$1,853.3万13.7万股$3,991.1万22.2万股-8.5万股-38.26%减仓
GE VernovaGEV
0.66%0.49%$1,665.4万1.4万股$1,250.1万1.4万股-146股-1.02%减仓
FFERVO ENERGY COFRVO
0.54%$1,344.1万46.0万股$00股+46.0万股新买入
VertivVRT
0.36%0.26%$893.0万2.7万股$675.2万2.7万股-275股-1.02%减仓
QUANTA SVCSPWR
0.27%0.2%$670.5万9,312股$516.5万9,408股-96股-1.02%减仓
XXPLR INFRASTRUCTURE L LPXIFR
0.16%$404.6万34.3万股$00股+34.3万股新买入
OOPAL FUELS INC CLASS A COMOPAL
0.16%0.18%$396.0万180.0万股$453.6万180.0万股00.00%持仓不变
AARRAY TECHNOLOGIESARRY
0.12%0.11%$290.4万39.2万股$286.3万39.6万股-4,041股-1.02%减仓
NIO INC FNIO
0.06%$144.0万28.5万股$00股+28.5万股新买入
HESAIHSAI
0.04%0.05%$109.4万6.0万股$116.0万6.1万股-620股-1.02%减仓
Weride IncWRD
0.03%0.04%$77.1万13.3万股$108.3万13.4万股-1,367股-1.02%减仓
PPONY AI INC SPONSORED ADSPONY
0.01%0.02%$34.6万5.0万股$47.5万5.0万股-514股-1.02%减仓
EEHANG HLDGS LTD ADSEH
0.01%0.01%$22.2万3.4万股$33.2万3.4万股-349股-1.02%减仓
SSES AI CORPORATION WT EXP 121026SESCW
<0.01%<0.01%$7,94824.0万股$1.0万24.0万股00.00%持仓不变

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