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Livermore
Livermore
ZHEN

ECP ControlCo, LLC

SEC CIK
0001707921
Latest filing
Aug 14, 2026

The latest 13F from ECP ControlCo, LLC covers Q2 2026 (filed Aug 14, 2026): 5 long positions worth $4.67B. The top 10 holdings make up 100.0% of the portfolio, and the largest is Constellation Energy Corp (CEG) at 76.4%. Livermore has 35 filings on Form 13F from this institution, going back to Q1 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
1
Est. +$922.2M
Added
0
Reduced
1
Est. −$1.91B
Sold out
0

Top 5 holdings

Share of this quarter's portfolio value

  1. CEGConstellation Energy Corp
    76.4%$3.57BHistory
  2. TLNTalen Energy Corp
    19.8%$922.2MHistory
  3. PCGPG&E Corp
    2.6%$119.8MHistory
  4. SHENShenandoah Telecommunications Co
    1.1%$52.1MHistory
  5. CLNEClean Energy Fuels Corp.
    0.1%$5.32MHistory

Biggest buys

New and added positions, by estimated amount bought

  1. TLNTalen Energy Corp
    +$922.2MNewHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. TLNTalen Energy Corp
    +19.75 pp0.0% → 19.8%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. CEGConstellation Energy Corp
    −$1.91BReducedHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. CEGConstellation Energy Corp
    −20.63 pp97.1% → 76.4%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$4.67B
−$1.67B (−26.4%) vs. prior quarter
Positions
5
+1 vs. prior quarter
Top 10 concentration
100.0%
Top 10 as share of value
Turnover
16.8%
Q2 2026, one quarter
Average holding period
2.5 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q1 2021), so positions held before then are understated.

13F filings by quarter

22 quarters, going back to Q1 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $6.34B (Q1 2026)

Q1 2021: $1.04BQ2 2021: $1.00BQ3 2021: $998.1MQ4 2021: $602.9MQ1 2022: $587.9MQ2 2022: $453.6MQ3 2022: $497.1MQ4 2022: $494.9MQ1 2023: $499.4MQ2 2023: $496.3MQ3 2023: $436.2MQ4 2023: $460.6MQ1 2024: $362.7MQ2 2024: $323.8MQ3 2024: $328.6MQ4 2024: $259.6MQ1 2025: $200.0MQ2 2025: $178.4MQ3 2025: $205.2MQ4 2025: $204.9MQ1 2026: $6.34BQ2 2026: $4.67B
Q1 2021Q2 2026
13F filings of ECP ControlCo, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 20265$4.67BCEGTLNPCGvs. Q1 2026SEC
Q1 2026May 15, 20264$6.34BCEGPCGSHENvs. Q4 2025SEC
Q4 2025Feb 17, 20264$204.9MPCGXIFRSHENvs. Q3 2025SEC
Q3 2025Feb 17, 2026Amended4$205.2MPCGXIFRSHENvs. Q2 2025SEC
Q2 2025Feb 17, 2026Amended4$178.4MPCGSHENXIFRvs. Q1 2025SEC
Q1 2025Feb 17, 2026Amended4$200.0MPCGXIFRSHENvs. Q4 2024SEC
Q4 2024Feb 14, 20254$259.6MPCGCTOSSHENvs. Q3 2024SEC
Q3 2024Nov 14, 20246$328.6MPCGCTOSNOVAvs. Q2 2024SEC
Q2 2024Aug 14, 20247$323.8MPCGCTOSSHENvs. Q1 2024SEC
Q1 2024May 15, 20247$362.7MCTOSPCGSHENvs. Q4 2023SEC
Q4 2023Feb 14, 20248$460.6MCTOSPCGNOVAvs. Q3 2023SEC
Q3 2023Nov 14, 20239$436.2MCTOSPCGNOVAvs. Q2 2023SEC
Q2 2023Aug 14, 20239$496.3MCTOSNOVAPCGvs. Q1 2023SEC
Q1 2023Aug 14, 2023Amended8$499.4MCTOSPCGNOVAvs. Q4 2022SEC
Q4 2022Apr 27, 2023Amended7$494.9MCTOSPCGNOVAvs. Q3 2022SECSEC
Q3 2022Apr 27, 2023Amended9$497.1MNOVACTOSPCGvs. Q2 2022SECSECSEC
Q2 2022Apr 27, 2023Amended8$453.6MCTOSNOVAPCGvs. Q1 2022SECSECSEC
Q1 2022Apr 27, 2023Amended7$587.9MCTOSNOVAPCGvs. Q4 2021SECSEC
Q4 2021Feb 14, 20226$602.9MCTOSNOVAPCGvs. Q3 2021SEC
Q3 2021Nov 15, 20216$998.1MNOVACTOSPCGvs. Q2 2021SEC
Q2 2021Aug 16, 20214$1.00BNOVACTOSPCGvs. Q1 2021SEC
Q1 2021May 17, 20215$1.04BNOVANesco Hldgs IncPCG–SEC

13D and 13G filings

Companies where ECP ControlCo, LLC reports owning 5% or more on Schedule 13D or 13G, and its latest filings.

Current stakes of 5% or more

2 companies, largest stake first.

Companies where ECP ControlCo, LLC owns 5% or more
CompanyLatest formStakeChangeFirst filedLatest filingFiling
SHENShenandoah Telecommunications Co13D/A11.60%6.77M shares+1.00 ppfrom 10.60%Apr 8, 20246 filingsAug 12, 2025SEC
TLNTalen Energy Corp13G5.01%2.40M sharesNewJun 23, 20261 filingJun 23, 2026SEC

Latest filings

21 filings on file made by ECP ControlCo, LLC or listing it as a reporting person; the latest 20 are shown.

Schedule 13D and 13G filings by ECP ControlCo, LLC
CompanyFiled (ET)FormStakeChangeEvent dateFiling
CEGConstellation Energy CorpAug 7, 20264:30 PM ET13G/A4.00%14.4M shares−2.10 ppfrom 6.10%Below 5%Jun 30, 2026SEC
TLNTalen Energy CorpJun 23, 20264:30 PM ET13G5.01%2.40M sharesNewJun 15, 2026SEC
CEGConstellation Energy CorpJan 14, 20264:30 PM ET13G6.10%22.0M sharesNewJan 7, 2026SEC
SHENShenandoah Telecommunications CoAug 12, 20254:30 PM ET13D/A11.60%6.77M shares+1.00 ppfrom 10.60%Aug 8, 2025SEC
SHENShenandoah Telecommunications CoJun 9, 20259:16 PM ET13D/A10.60%6.21M shares+0.40 ppfrom 10.20%Jun 5, 2025SEC
SHENShenandoah Telecommunications CoMay 23, 20254:30 PM ET13D/A10.20%5.94M shares0.00 ppfrom 10.20%May 21, 2025SEC
SHENShenandoah Telecommunications CoFeb 18, 20259:18 PM ET13D/A10.20%5.94M shares–Feb 13, 2025SEC
NOVASunnova Energy International Inc.Feb 10, 20254:30 PM ET13G/A0.00%0 shares–Below 5%Dec 31, 2024SEC
CTOSCustom Truck One Source, Inc.Feb 3, 20255:00 PM ET13D/A0.00%0 shares−7.00 ppfrom 7.00%Below 5%Jan 30, 2025SEC
CTOSCustom Truck One Source, Inc.Dec 23, 20248:20 PM ET13D/A7.00%16.3M shares–Dec 19, 2024SEC
CTOSCustom Truck One Source, Inc.Dec 10, 202413D/AOld format–––SEC
CTOSCustom Truck One Source, Inc.Sep 9, 202413D/AOld format–––SEC
SHENShenandoah Telecommunications CoAug 1, 202413D/AOld format–––SEC
SHENShenandoah Telecommunications CoApr 8, 202413DOld format–New–SEC
SUNLSunlight Financial Holdings Inc.Feb 10, 202313GOld format–New–SEC
CTOSCustom Truck One Source, Inc.Dec 16, 202213D/AOld format–––SEC
FSRDFast Radius, Inc.Mar 10, 202213DOld format–New–SEC
NOVASunnova Energy International Inc.Feb 10, 202213G/AOld format–––SEC
CTOSCustom Truck One Source, Inc.Dec 29, 202113D/AOld format–––SEC
CTOSCustom Truck One Source, Inc.Apr 13, 202113D/AOld format–––SEC