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Ran Zhou
ELECTRON CAPITAL PARTNERS, LLC
Latest filing: 2026-03-31
Ran Zhou runs ELECTRON CAPITAL PARTNERS, LLC and currently holds 46 stock positions, which is fewer than the average of 236 among the investors we track. The portfolio is valued at approximately $2.55B. Their top holdings are MTZ, NEE, XEL, FE, ETR. The top five represent 33.9% of reported portfolio weight. Ran Zhou ranks #181 out of 1000 investors tracked by Alpha Score. In the most recent quarter, Ran Zhou initiated 9 new positions. They added to 13 existing positions. They trimmed 17 positions. Their current best-performing preview position is SEDG with returns of +76.95%.
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46 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 MTZ MASTEC INC | 8.98% | $87.68 | $290.79 | +231.65% | Trimmed -11.35% |
 NEE NEXTERA ENERGY INC | 7.42% | $73.89 | $89.12 | +20.60% | Added +15.42% |
 XEL XCEL ENERGY INC | 5.97% | $68.92 | $79.66 | +15.58% | Trimmed -0.93% |
 FE FIRSTENERGY CORP | 5.93% | $47.76 | $50.05 | +4.78% | Added +103.23% |
 ETR ENTERGY CORP NEW | 5.56% | $80.45 | $110.09 | +36.84% | Trimmed -12.14% |
 COHR COHERENT CORP | 4.21% | $184.57 | $223.17 | +20.91% | Trimmed -9.64% |
 DOW DOW HLDGS INC | 3.13% | $41.65 | $30.08 | -27.79% | New Buy |
 WMB WILLIAMS COS INC | 3.10% | $60.16 | $70.48 | +17.15% | Added +0.37% |
 CEG CONSTELLATION ENERGY CORP | 2.43% | $56.25 | $256.64 | +356.24% | Trimmed -61.62% |
 ULS UL SOLUTIONS INC | 2.40% | $72.97 | $91.13 | +24.89% | Trimmed -16.54% |
Showing 1-10 of 46