Ran Zhou 13F Portfolio
Ran Zhou runs ELECTRON CAPITAL PARTNERS, LLC and currently holds 46 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $2.50B. Their top holdings are FLEX, MTZ, XEL, NEE, ETR. The top five represent 42.5% of reported portfolio weight. Ran Zhou ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, Ran Zhou initiated 8 new positions. They added to 16 existing positions. They trimmed 15 positions. Their current best-performing preview position is FLEX with returns of +147.59%.
Portfolio Value
$2.50B
Alpha Score
92.8
#0 of 1000
Holdings
46
Ran Zhou Current 13F Holdings
Reported holdings from ELECTRON CAPITAL PARTNERS, LLC's latest SEC 13F filing, ranked by portfolio weight.
46 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 FLEX FLEX LTD | 11.18% | $115.07 | $115.78 | +0.62% | Added +116.30% |
 MTZ MASTEC INC | 10.30% | $87.68 | $240.54 | +174.34% | Trimmed -13.02% |
 XEL XCEL ENERGY INC | 8.09% | $71.64 | $75.50 | +5.39% | Added +31.45% |
 NEE NEXTERA ENERGY INC | 6.77% | $73.89 | $82.31 | +11.40% | Trimmed -5.25% |
 ETR ENTERGY CORP NEW | 6.15% | $82.39 | $105.32 | +27.83% | Added +5.95% |
 COHR COHERENT CORP | 4.36% | $184.57 | $305.31 | +65.42% | Trimmed -38.69% |
 FE FIRSTENERGY CORP | 3.88% | $47.76 | $46.14 | -3.40% | Trimmed -31.58% |
 JCI JOHNSON CONTROLS INTERNATION | 3.63% | $102.50 | $146.01 | +42.45% | Added +34.15% |
 WMB WILLIAMS COS INC | 3.43% | $60.95 | $72.88 | +19.57% | Added +5.95% |
 CEG CONSTELLATION ENERGY CORP | 2.84% | $98.83 | $284.75 | +188.12% | Added +28.47% |
Showing 1-10 of 46