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ECP ControlCo, LLC

CIK 1707921 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

ECP ControlCo, LLC reported 5 US-listed holdings worth $4.67 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Constellation Energy Corp. (76.4%), Talen Energy Corp. (19.8%) and Pg&E Corp. (2.6%). Against the quarter before, it opened 1 position, added to 0, trimmed 1 and sold out of 0.

Reported holdings$4.67B-26.4% on Q1 2026
Positions5+1 on Q1 2026
The largest ten100.0%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedHeldTrimmed
CEG76.4%TLN19.8%PCG2.6%SHEN1.1%

The 5 largest of its 5 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $328.6 million in 6 positions$329MQ3 24Q4 2024: $259.6 million in 4 positions$260MQ4 24Q1 2025: $242.8 million in 4 positions$243MQ1 25Q2 2025: $215.3 million in 4 positions$215MQ2 25Q3 2025: $251.0 million in 4 positions$251MQ3 25Q4 2025: $204.9 million in 4 positions$205MQ4 25Q1 2026: $6.34 billion in 4 positions$6.34BQ1 26Q2 2026: $4.67 billion in 5 positions$4.67BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 1Held 3Trimmed 1
Opened: 1Held: 3Trimmed: 1

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 1

  1. Talen Energy Corp. TLN$922.2 million

Trimmed 1

  1. Constellation Energy Corp. CEG-7.7 million shares · -35%

What it holds

CompanySharesValueOf its bookChange in shares
Constellation Energy Corp. CEG14,370,227$3.57 billion76.45%-7,673,497
Talen Energy Corp. TLN2,399,998$922.2 million19.75%new
Pg&E Corp. PCG7,124,720$119.8 million2.57%no change
Shenandoah Telecommunications Co. SHEN3,457,105$52.1 million1.12%no change
Clean Energy Fuels Corp. CLNE2,594,759$5.3 million0.11%no change
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before.