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ECP ControlCo, LLC

13F filer · CIK 0001707921
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$4.67BU.S. long equity reported on 13F
Positions51 new · 0 closed
Net flow last quarter-$984MBuys minus sells
Top 10 positions weight100.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 20265 positions
CEGConstellation Energy Corp$3.57B76.45%4.05%-34.8%Q1 2026
TLNTalen Energy Corp$922M19.75%5.01%NewQ2 2026
PCGPG&E Corp$120M2.57%0.32%Not reportedQ1 2021
SHENShenandoah Telecommunications Co$52.1M1.12%6.24%Not reportedQ1 2022
CLNEClean Energy Fuels Corp.$5.32M0.11%1.18%Not reportedQ3 2022
Q1 2026Reported May 15, 20264 positions
CEGConstellation Energy Corp$6.16B97.08%6.09%NewQ1 2026
PCGPG&E Corp$125M1.97%0.32%Not reportedQ1 2021
SHENShenandoah Telecommunications Co$53.3M0.84%6.25%Not reportedQ1 2022
CLNEClean Energy Fuels Corp.$6.44M0.10%1.18%Not reportedQ3 2022
Q4 2025Reported Feb 17, 20264 positions
PCGPG&E Corp$114M55.88%0.32%Not reportedQ1 2021
XIFRXPLR Infrastructure, LP$45M21.96%4.79%-50.0%Q1 2025
SHENShenandoah Telecommunications Co$40M19.50%6.30%+2.4%Q1 2022
CLNEClean Energy Fuels Corp.$5.45M2.66%1.18%Not reportedQ3 2022
Q3 2025Reported Feb 17, 20264 positions
PCGPG&E Corp$107M42.81%0.32%Not reportedQ1 2021
XIFRXPLR Infrastructure, LP$91.5M36.47%9.58%Not reportedQ1 2025
SHENShenandoah Telecommunications Co$45.3M18.06%6.15%+24.4%Q1 2022
CLNEClean Energy Fuels Corp.$6.69M2.67%1.18%Not reportedQ3 2022
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