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ECP ControlCo, LLC

SEC CIK
0001707921
Latest filing
Aug 14, 2026

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
9
+1 vs. Q1 2023
Portfolio value
$496.3M
−$3.09M (−0.6%) vs. Q1 2023
Filed
Aug 14, 2023
SEC
Holdings of ECP ControlCo, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
CTOSCustom Truck One Source, Inc.COM CL A25,738,988$173.5M35.0%00.0%UnchangedHistory
NOVASunnova Energy International Inc.COM6,911,664$126.6M25.5%00.0%UnchangedHistory
PCGPG&E CorpStock7,124,720$123.1M24.8%−1,904,481−21.1%ReducedHistory
SHENShenandoah Telecommunications CoCOM2,452,384$47.6M9.6%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM2,594,759$10.4M2.1%00.0%UnchangedHistory
REXRex American Resources CorpCOM240,712$8.38M1.7%+240,712NewHistory
Allego N V Ord ShsN0796A100Stock1,000,000$2.75M0.6%00.0%Unchanged–
EVAEnviva, LLCCOM252,392$2.74M0.6%00.0%UnchangedHistory
SUNLSunlight Financial Holdings Inc.COMMON STOCK4,155,380$1.21M0.2%00.0%UnchangedHistory