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ECP ControlCo, LLC

SEC CIK
0001707921
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
5
+1 vs. Q1 2026
Portfolio value
$4.67B
−$1.67B (−26.4%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of ECP ControlCo, LLC in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
CEGConstellation Energy CorpStock14,370,227$3.57B76.4%−7,673,497−34.8%ReducedHistory
TLNTalen Energy CorpCOM2,399,998$922.2M19.8%+2,399,998NewHistory
PCGPG&E CorpStock7,124,720$119.8M2.6%00.0%UnchangedHistory
SHENShenandoah Telecommunications CoCOM3,457,105$52.1M1.1%00.0%UnchangedHistory
CLNEClean Energy Fuels Corp.COM2,594,759$5.32M0.1%00.0%UnchangedHistory