Q2 2026 13F · SEC CIK 1707921
ECP ControlCo, LLC
Investment managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $4.7B
- Reported positions
- 5
- Holdings vs S&P 500, 3 yrs
- —
- Average holding period
- 1 qtrs
ECP ControlCo, LLC is an investment manager that reported 5 positions worth $4.7B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Constellation Energy Corp (CEG, 76.4%), Talen Energy Corp (TLN, 19.8%), Pg&e Corp (PCG, 2.6%).
ECP ControlCo, LLC holdings all 5 positions.
Weights are shares of the filer's total reported 13F value, compared with Q3 2024. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| CEGConstellation Energy Corp | 76.4% | — | $3.6B |
| TLNTalen Energy Corp | 19.8% | — | $922.2M |
| PCGPg&e Corp | 2.6% | +0.0% | $119.8M |
| SHENShenandoah Telecommunications Company | 1.1% | +41.0% | $52.1M |
| CLNEClean Energy Fuels Corp | 0.1% | +0.0% | $5.3M |
What ECP ControlCo, LLC bought and sold in Q2 2026, against Q3 2024.
New positions
- CEG Constellation Energy Corp76.4% of 13F
- TLN Talen Energy Corp19.8% of 13F
Added to
- SHEN Shenandoah Telecommunications Company+41.0% shares
Reduced
No position shrank by more than 5%.
Sold out
- CTOS Custom Truck One Source Incwas 24.5%
- Sunnova Energy Intl. Inc.was 19.6%
- EVA Enviva Incwas 0.0%
Share counts compared with the Q3 2024 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- —
- 3 years
- —
- 5 years
- —
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $4.7B | 5 |
| Q3 2024 | $328.6M | 6 |
| Q2 2024 | $323.8M | 7 |
| Q1 2024 | $362.7M | 7 |
| Q4 2023 | $460.6M | 8 |
| Q3 2023 | $436.2M | 9 |
| Q2 2023 | $496.3M | 9 |
| Q1 2023 | $499.4M | 8 |
| Q4 2022 | $456.0M | 6 |
| Q3 2022 | $441.6M | 7 |
| Q2 2022 | $386.9M | 6 |
| Q1 2022 | $537.1M | 6 |
Questions about ECP ControlCo, LLC's portfolio
What stocks does ECP ControlCo, LLC own?
ECP ControlCo, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 5 positions worth $4.7B. The largest are Constellation Energy Corp (CEG) at 76.4%, Talen Energy Corp (TLN) at 19.8%, Pg&e Corp (PCG) at 2.6%, Shenandoah Telecommunications Company (SHEN) at 1.1% and Clean Energy Fuels Corp (CLNE) at 0.1%.
What did ECP ControlCo, LLC buy last quarter?
In Q2 2026, ECP ControlCo, LLC added a new position in Constellation Energy Corp (CEG), a new position in Talen Energy Corp (TLN) and Shenandoah Telecommunications Company (SHEN) (+41.0% shares), compared with its Q3 2024 filing.
What did ECP ControlCo, LLC sell last quarter?
In Q2 2026, ECP ControlCo, LLC sold all of Custom Truck One Source Inc (CTOS), sold all of Sunnova Energy Intl. Inc. and sold all of Enviva Inc (EVA), compared with its Q3 2024 filing.
When is ECP ControlCo, LLC's next 13F filing due?
13F filings are due 45 days after each quarter ends. ECP ControlCo, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.