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ECP ControlCo, LLC 13F Holdings · Q2 2026

ECP ControlCo, LLC reported 5 securities worth $4.67B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: CEG (76.45%), TLN (19.75%), PCG (2.57%). Among its top 25 positions this quarter: 1 new, 1 trimmed.

RankTickerCompanyValue% PortfolioSharesAction
1CEGCONSTELLATION ENERGY CORP$3.57B76.45%14.4MTrimmed
2TLNTALEN ENERGY CORP$922.2M19.75%2.4MNew
3PCGPG&E CORP$119.8M2.57%7.1MHold
4SHENSHENANDOAH TELECOMMUNICATION$52.1M1.12%3.5MHold
5CLNECLEAN ENERGY FUELS CORP$5.3M0.11%2.6MHold

Source: SEC Form 13F filings · as of 2026-06-30

Every position in this 13F-HR, with its change from the prior quarter.

13F holdings, latest quarter

SourceSEC EDGAR13F-HR