ECP ControlCo, LLC — 13F Holdings & Portfolio
CIK 1707921 · latest 13F-HR filed 2026-05-15
ECP ControlCo, LLC manages $6.34B in 13F-reported U.S. long-equity assets across 4 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are CEG (97.08%), PCG (1.97%), SHEN (0.84%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 4 new positions, exited 1, added to 0, and trimmed 0.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$6.34B
Long-equity book
4
Distinct positions
2026-03-31
Filed 2026-05-15
+4 / −1 / ↑0 / ↓0
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
New Positions
- CONSTELLATION ENERGY CORP$6.16B
- PG&E CORP$125.2M
- SHENANDOAH TELECOMMUNICATION$53.3M
- CLEAN ENERGY FUELS CORP$6.4M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $6.16B | 97.08% | 22,043,724 | SH |
| 2 | PG&E CORP | PCG | 69331C108 | $125.2M | 1.97% | 7,124,720 | SH |
| 3 | SHENANDOAH TELECOMMUNICATION | SHEN | 82312B106 | $53.3M | 0.84% | 3,457,105 | SH |
| 4 | CLEAN ENERGY FUELS CORP | CLNE | 184499101 | $6.4M | 0.10% | 2,594,759 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $6.34B | 4 | 0001104659-26-061701 |
| 2025-09-30 | 2026-02-17 | $45.8M | 1 | 0001104659-26-016298 |
| 2025-09-30 | 2026-02-17 | $205.2M | 4 | 0001104659-26-016295 |