Aaron A. Keller
Electron Capital Partners, Llc
Assets Managed
$2.555B
Holdings
45
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
18.64%(2Q avg: 8.1%)
Sustained Growth
1 quarters
Portfolio positions
This chart displays the top 10 holdings in Electron Capital Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.
Assets under management
The assets under management (AUM) of Electron Capital Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.555B in assets, with a quarterly growth rate of 18.64% and a 2-quarter average growth rate of 8.1%. The portfolio is managed by Aaron A. Keller, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
SPY Spdr S&p 500 Etf Trust
| 13.19% | $336.876M↓ Put 518,000 shares@ $650.34 avg price | New Position |
MTZ Mastec Inc
| 8.98% | $229.405M 713,013 shares@ $321.75 avg price | Decreased -11.35% |
NEE Nextera Energy Inc
| 7.42% | $189.478M 2.04M shares@ $92.88 avg price | Increased 15.43% |
XEL Xcel Energy Inc
| 5.97% | $152.427M 1.919M shares@ $79.45 avg price | Decreased -0.92% |
FE Firstenergy Corp
| 5.94% | $151.57M 2.992M shares@ $50.66 avg price | Increased 103.24% |
CEG Constellation Energy
| 5.94% | $151.556M 542,724 shares@ $279.25 avg price | Decreased -6.46% |
ETR Entergy Corp
| 5.57% | $142.171M 1.265M shares@ $112.37 avg price | Decreased -12.13% |
COHR Coherent Corp
| 4.22% | $107.66M 451,953 shares@ $238.21 avg price | Decreased -9.63% |
DOW Dow Inc
| 3.13% | $79.869M 1.918M shares@ $41.66 avg price | New Position |
WMB Williams Cos Inc
| 3.11% | $79.321M 1.09M shares@ $72.79 avg price | Increased 0.37% |
1-10 of 45