Electron Capital Partners, Llc
- Regulatory AUM
- $4.2B
- Discretionary
- $4.2B
- Clients
- 18
- Avg AUM / client
- $233M
- Accounts
- 18
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Investments (13F portfolio — 45 positions, $2,554,810,217)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | State Str Spdr S&P 500 Etf T | TR UNIT | $336,876,120 | 518,000 | 13.2% | 8.02% |
| 2 | Mastec Inc | COM | $229,404,803 | 713,013 | 8.98% | 5.46% |
| 3 | Nextera Energy Inc | COM | $189,477,986 | 2,040,030 | 7.42% | 4.51% |
| 4 | Xcel Energy Inc | COM | $152,426,930 | 1,918,768 | 5.97% | 3.63% |
| 5 | Firstenergy Corp | COM | $151,570,363 | 2,991,914 | 5.93% | 3.61% |
| 6 | Constellation Energy Corp | COM | $151,555,677 | 542,724 | 5.93% | 3.61% |
| 7 | Entergy Corp New | COM | $142,171,356 | 1,265,320 | 5.56% | 3.38% |
| 8 | Coherent Corp | COM | $107,659,724 | 451,953 | 4.21% | 2.56% |
| 9 | Dow Hldgs Inc | COM | $79,869,332 | 1,917,631 | 3.13% | 1.9% |
| 10 | Williams Cos Inc | COM | $79,320,666 | 1,089,869 | 3.1% | 1.89% |
| 11 | Ul Solutions Inc | CLASS A COM SHS | $61,191,883 | 713,941 | 2.4% | 1.46% |
| 12 | Pg&E Corp | COM | $61,167,882 | 3,481,382 | 2.39% | 1.46% |
| 13 | Johnson Controls Internation | SHS | $60,747,836 | 463,901 | 2.38% | 1.45% |
| 14 | Nrg Energy Inc | COM NEW | $59,454,867 | 406,835 | 2.33% | 1.42% |
| 15 | Select Sector Spdr Tr | STATE STREET UTI | $56,915,394 | 1,240,257 | 2.23% | 1.35% |
| 16 | Fedex Corp | COM | $56,691,390 | 159,165 | 2.22% | 1.35% |
| 17 | C H Robinson Worldwide In | COM NEW | $56,688,991 | 341,356 | 2.22% | 1.35% |
| 18 | Solaredge Technologies Inc | COM | $55,066,512 | 1,078,678 | 2.16% | 1.31% |
| 19 | Flextronics Intl Ltd | ORD | $52,287,746 | 798,774 | 2.05% | 1.24% |
| 20 | Keysight Technologies Inc | COM | $46,598,392 | 165,026 | 1.82% | 1.11% |
| 21 | Cognex Corp | COM | $43,533,199 | 888,614 | 1.7% | 1.04% |
| 22 | Albemarle Corp | COM | $39,910,775 | 222,307 | 1.56% | 0.95% |
| 23 | Gds Hldgs Ltd | SPONSORED ADS | $31,465,644 | 780,979 | 1.23% | 0.75% |
| 24 | Eos Energy Enterprises Inc | COM CL A | $26,683,118 | 5,379,661 | 1.04% | 0.64% |
| 25 | T1 Energy Inc | COM NEW | $26,030,878 | 5,929,585 | 1.02% | 0.62% |
Top 25 of 45 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 2 | $134M | 3.2% |
| Pooled investment vehicles (non-investment companies) | 16 | $4.1B | 96.8% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.5B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Electron Global Master Fund, L.P. master | Hedge Fund | Cayman Islands | $1.5B | 534 |
| Electron Infrastructure Master Fund, L.P. master | Other Private Fund | Cayman Islands | $933M | 34 |
| Agr Trading Spc Series Ec Segregated Portfolio | Hedge Fund | Cayman Islands | $20.8M | 1 |
| Electron New Energy Master Fund, L.P. master | Other Private Fund | Cayman Islands | $20.3M | 5 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Shaver, James, Oscar | Member | Apr 2012 (14y) | 75% or more | |
| Keller, Aaron, Andrew | Chief Financial Officer/Chief Compliance Officer | Oct 2012 (14y) | Less than 5% | |
| Zhou, Ran, Nmn | Managing Member | Oct 2023 (3y) | ≈ 12.5% – 37.5% via Electron Principals (Im), Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Electron Principals (Im), Llc | Member | Feb 2013 | A | 25% – 50% |
Estimated effective ownership (look-through of filed bands):
- Zhou, Ran, Nmn: 50% – 75% of Electron Principals (Im), Llc × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $2.5B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Electron Global Master Fund, L.P. | Hedge Fund | $1.5B | $1.0M | 534 |
| Electron Infrastructure Master Fund, L.P. | Other Private Fund | $933M | $1.0M | 34 |
| Agr Trading Spc Series Ec Segregated Portfolio | Hedge Fund | $20.8M | $1.0M | 1 |
| Electron New Energy Master Fund, L.P. | Other Private Fund | $20.3M | $1.0M | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.97 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗