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ECP ControlCo, LLC

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13F filer, CIK 1707921, SUMMIT, NJ

ECP ControlCo, LLC reported $4,668,646,701 across 5 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-096451

Period
2026-06-30
Reported value
$4.67B
Holdings
5
Top 10 weight
100%
New
1
Sold out
0

Part of the filer group ECP ControlCo, LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TLNnew+2,399,998$922M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
CEGreduced-7,673,497-$1.91B

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001104659-26-096451, largest first. % of portfolio is the value over $4,668,646,701, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,043,724 shares; 2026Q2: 14,370,227 shares 14,370,227$3.57B76.45%-7,673,497Timeline
TLNTALEN ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,399,998 shares 2,399,998$922M19.75%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 7,124,720 shares; 2024Q4: 7,124,720 shares; 2025Q1: 7,124,720 shares; 2025Q2: 7,124,720 shares; 2025Q3: 7,124,720 shares; 2025Q4: 7,124,720 shares; 2026Q1: 7,124,720 shares; 2026Q2: 7,124,720 shares 7,124,720$120M2.57%0Timeline
SHENSHENANDOAH TELECOMMUNICATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,452,384 shares; 2024Q4: 2,452,384 shares; 2025Q1: 2,452,384 shares; 2025Q2: 2,714,371 shares; 2025Q3: 3,377,233 shares; 2025Q4: 3,457,105 shares; 2026Q1: 3,457,105 shares; 2026Q2: 3,457,105 shares 3,457,105$52.1M1.12%0Timeline
CLNECLEAN ENERGY FUELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,594,759 shares; 2024Q4: 2,594,759 shares; 2025Q1: 2,594,759 shares; 2025Q2: 2,594,759 shares; 2025Q3: 2,594,759 shares; 2025Q4: 2,594,759 shares; 2026Q1: 2,594,759 shares; 2026Q2: 2,594,759 shares 2,594,759$5.32M0.11%0Timeline

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-26-096451 base2026-08-14acceptance time not in the bulk data set