ECP ControlCo, LLC — 13F Holdings

2026 Q2  ·  5 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, ECP ControlCo, LLC maintained a portfolio of 5 distinct positions. The most significant new addition was TALEN ENERGY CORP, now representing 19.75% of the total fund value. The fund also reduced its exposure to CONSTELLATION ENERGY CORP by 34.8%.
Position History hover any row below to update
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ECP ControlCo, LLC Summit, NJ Private Equity / Infrastructure Investor AUM $4,669M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
5
Quarter
2026 Q2
Top Holding
CEG (76.4%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
CEG
CONSTELLATION E...
Utilities 76.45% 97.08% #1
Prev: #1
6.0
—
-7,673,497 -34.8%
P
S
14,370,227 $3,569,133,280
$278.39 -6.0%
$247.99 +5.5%
2026 Q1 13F Filing 2026-06-30 2026-08-14
TLN
TALEN ENERGY CO...
Utilities 19.75% — #2
Prev: #—
9.0
—
2,399,998 —
NEW
 2,399,998 $922,223,232 2026 Q2 13F Filing 2026-06-30 2026-08-14
PCG
PG&E CORP
Utilities 2.57% 1.97% #3 1
Prev: #2
3.0
—
no change no change
P
S
7,124,720 $119,837,790 2021 Q1 13F Filing 2026-06-30 2026-08-14
SHEN
SHENANDOAH TEL...
Communication Services 1.12% 0.84% #4 1
Prev: #3
1.9
—
no change no change
P
S
3,457,105 $52,133,143 2023 Q1 13F Filing 2026-06-30 2026-08-14
CLNE
CLEAN ENERGY F...
Energy 0.11% 0.10% #5 1
Prev: #4
1.5
—
no change no change
P
S
2,594,759 $5,319,256 2022 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-5 of 5 holdings

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