ECP ControlCo, LLC 13F holdings
ECP ControlCo, LLC reported 5 positions with a total reported value of $4.7B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: CEG CONSTELLATION ENERGY CORP (76.4%), TLN TALEN ENERGY CORP (19.8%), PCG PG&E CORP (2.6%), SHEN SHENANDOAH TELECOMMUNICATION (1.1%), CLNE CLEAN ENERGY FUELS CORP (0.1%). Against 2026-03-31 it opened 1 new position and exited 0. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
5 largest of 5 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| CEG CONSTELLATION ENERGY CORP | 14,370,227 | $3.6B | 76.4% |
| TLN TALEN ENERGY CORP | 2,399,998 | $922.2M | 19.8% |
| PCG PG&E CORP | 7,124,720 | $119.8M | 2.6% |
| SHEN SHENANDOAH TELECOMMUNICATION | 3,457,105 | $52.1M | 1.1% |
| CLNE CLEAN ENERGY FUELS CORP | 2,594,759 | $5.3M | 0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 1 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| TLN TALEN ENERGY CORP | 2,399,998 | $922.2M | 19.8% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 0 in all · reported value as of 2026-03-31
No positions were sold out.
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
No position was increased.
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| CEG CONSTELLATION ENERGY CORP | 22,043,724 | 14,370,227 | -34.8% | $3.6B |
CIK 1707921 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
