AI Portfolio Summary
In 2025 Q4, ECP ControlCo, LLC maintained a portfolio of 4 distinct positions. The most significant new addition to the portfolio was XPLR INFRASTRUCTURE , which now represents 21.96% of the total fund value.
Total Positions
4
Quarter
2025 Q4
Top Holding
PCG (55.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-4 of 4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PCG
PG&E CORP
|
Utilities | 55.88% | 67.38% |
#1
Prev: #1
|
10.0 | no change | no change |
P
S
|
7,124,720 | $114,494,250 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XIFR
XPLR INFRASTRUC...
|
Utilities | 21.96% | — |
#2
Prev: #—
|
10.0 | 4,500,000 | no change |
NEW
|
4,500,000 | $45,000,000 | 2025 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHEN
SHENANDOAH TELE...
|
Communication Services | 19.50% | 28.42% |
#3
1
Prev: #2
|
9.8 | 79,872 | 2.4% |
P
S
|
3,457,105 | $39,964,134 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CLNE
CLEAN ENERGY FU...
|
Energy | 2.66% | 4.20% |
#4
1
Prev: #3
|
1.1 | no change | no change |
P
S
|
2,594,759 | $5,448,994 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-4 of 4 holdings