ECP ControlCo, LLC

CIK 0001707921 · SUMMIT, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

ECP ControlCo, LLC reported 5 positions worth $4.67B as of June 30, 2026 (13F filed August 14, 2026). Largest holding: CEG (76.4%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$4.67B
2026 Q2
Positions
5
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
100.0%
Est. Net Flow (Q)
2026 Q2
5 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1CEGCONSTELLATION ENERGY CORPSH$3.57B76.45%14,370,227
2TLNTALEN ENERGY CORPSH$922.2M19.75%2,399,998
3PCGPG&E CORPSH$119.8M2.57%7,124,720
4SHENSHENANDOAH TELECOMMUNICATIONSH$52.1M1.12%3,457,105
5CLNECLEAN ENERGY FUELS CORPSH$5.3M0.11%2,594,759

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does ECP ControlCo, LLC hold as of Q2 2026?

ECP ControlCo, LLC reported 5 positions worth $4.67B in its Q2 2026 13F filing. Largest positions: CEG (76.4%), TLN (19.8%), PCG (2.6%), SHEN (1.1%) and CLNE (0.1%).

What did ECP ControlCo, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did ECP ControlCo, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.