ECP ControlCo, LLC

Portfolio Overview

ECP ControlCo, LLC disclosed 4 positions worth $6.3B in its Form 13F-HR for Q1 2026, led by $CEG (Constellation Energy Corp) at 97.1% of the equity portfolio, followed by $PCG and $SHEN. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $CEG and a full exit from $XIFR. The portfolio is most concentrated in Utilities (99.2% of disclosed assets). All figures are sourced directly from ECP ControlCo, LLC’s Form 13F-HR filing with the SEC under CIK 1707921.

• 

  Constellation Energy Corp

  $CEG

  62.5#734

  Quality

  $6.2B22,043,724 sh
• 

  PG&E Corp

  $PCG

  59.3#927

  Quality

  $125.2M7,124,720 sh
• 

  SHENANDOAH TELECOMMUNICATIONS CO/VA/

  $SHEN

  34.5#2,195

  Quality

  $53.3M3,457,105 sh
• 

  Clean Energy Fuels Corp.

  $CLNE

  32.1

  Quality

  $6.4M2,594,759 sh

Company	Quality	Value	Shares
Constellation Energy Corp$CEG	62.5#734	$6.2B	22,043,724
PG&E Corp$PCG	59.3#927	$125.2M	7,124,720
SHENANDOAH TELECOMMUNICATIONS CO/VA/$SHEN	34.5#2,195	$53.3M	3,457,105
Clean Energy Fuels Corp.$CLNE	32.1	$6.4M	2,594,759

Showing top 4 of 4 holdings.

Full Holdings — ECP ControlCo, LLC (Q1 2026)

All 4 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$CEG	Constellation Energy Corp	$6.2B	97.1%	NEW	62.5
2	$PCG	PG&E Corp	$125.2M	2.0%	+0%	59.3
3	$SHEN	SHENANDOAH TELECOMMUNICATIONS CO/VA/	$53.3M	0.8%	+0%	34.5
4	$CLNE	Clean Energy Fuels Corp.	$6.4M	0.1%	+0%	32.1