Livermore

ECP ControlCo, LLC

SEC CIK
0001707921

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
5
+1 vs. Q1 2026
Total value
$4.67B
−$1.67B (−26.4%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ECP ControlCo, LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
CEGCONSTELLATION ENERGY CORP COMStock14,370,227$3.57B76.45%−7,673,497−34.8%ReducedView
TLNTALEN ENERGY CORPCOM2,399,998$922.22M19.75%+2,399,998NewView
PCGPG&E CORP COMStock7,124,720$119.84M2.57%00.0%UnchangedView
SHENSHENANDOAH TELECOMMUNICATIONCOM3,457,105$52.13M1.12%00.0%UnchangedView
CLNECLEAN ENERGY FUELS CORPCOM2,594,759$5.32M0.11%00.0%UnchangedView

13F filings by quarter

ECP ControlCo, LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 20265$4.67Bvs. Q1 2026SEC
Q1 2026May 15, 20264$6.34Bvs. Q4 2025SEC
Q4 2025Feb 17, 20264$204.91Mvs. Q3 2025SEC
Q3 2025Feb 17, 2026Amended4$250.99Mvs. Q2 2025SECSEC
Q2 2025Feb 17, 2026Amended4$215.26Mvs. Q1 2025SECSEC
Q1 2025Feb 17, 2026Amended4$242.75Mvs. Q4 2024SECSEC
Q4 2024Feb 14, 20254$259.56Mvs. Q3 2024SEC
Q3 2024Nov 14, 20246$328.64Mvs. Q2 2024SEC
Q2 2024Aug 14, 20247$323.77Mvs. Q1 2024SEC
Q1 2024May 15, 20247$362.69Mvs. Q4 2023SEC
Q4 2023Feb 14, 20248$460.59Mvs. Q3 2023SEC
Q3 2023Nov 14, 20239$436.2Mvs. Q2 2023SEC
Q2 2023Aug 14, 20239$496.3Mvs. Q1 2023SEC
Q1 2023Aug 14, 2023Amended8$499.39Mvs. Q4 2022SEC
Q4 2022Apr 27, 2023Amended7$494.9Mvs. Q3 2022SECSEC
Q3 2022Apr 27, 2023Amended9$497.06Mvs. Q2 2022SECSECSEC
Q2 2022Apr 27, 2023Amended8$453.6Mvs. Q1 2022SECSECSEC
Q1 2022Apr 27, 2023Amended7$587.9Mvs. Q4 2021SECSEC
Q4 2021Feb 14, 20226$6.24Bvs. Q3 2021SEC
Q3 2021Nov 15, 20216$998.11Mvs. Q2 2021SEC
Q2 2021Aug 16, 20214$1Bvs. Q1 2021SEC
Q1 2021May 17, 20215$1.04B–SEC