ECP ControlCo, LLC

Portfolio Overview

ECP ControlCo, LLC disclosed 5 positions worth $4.7B in its Form 13F-HR for Q2 2026, led by $CEG (Constellation Energy Corp) at 76.5% of the equity portfolio, followed by $TLN and $PCG. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $TLN. The portfolio is most concentrated in Utilities (98.9% 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

  59.4#926

  Quality

  $3.6B14,370,227 sh
• 

  Talen Energy Corp

  $TLN

  57.2#1,112

  Quality

  $922.2M2,399,998 sh
• 

  PG&E Corp

  $PCG

  58.8#971

  Quality

  $119.8M7,124,720 sh
• 

  SHENANDOAH TELECOMMUNICATIONS CO/VA/

  $SHEN

  37.6

  Quality

  $52.1M3,457,105 sh
• 

  Clean Energy Fuels Corp.

  $CLNE

  34.2

  Quality

  $5.3M2,594,759 sh

Company	Quality	Value	Shares
Constellation Energy Corp$CEG	59.4#926	$3.6B	14,370,227
Talen Energy Corp$TLN	57.2#1,112	$922.2M	2,399,998
PG&E Corp$PCG	58.8#971	$119.8M	7,124,720
SHENANDOAH TELECOMMUNICATIONS CO/VA/$SHEN	37.6	$52.1M	3,457,105
Clean Energy Fuels Corp.$CLNE	34.2	$5.3M	2,594,759

Showing top 5 of 5 holdings.

Full Holdings — ECP ControlCo, LLC (Q2 2026)

All 5 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	$3.6B	76.5%	-35%	59.4
2	$TLN	Talen Energy Corp	$922.2M	19.8%	NEW	57.2
3	$PCG	PG&E Corp	$119.8M	2.6%	+0%	58.8
4	$SHEN	SHENANDOAH TELECOMMUNICATIONS CO/VA/	$52.1M	1.1%	+0%	37.6
5	$CLNE	Clean Energy Fuels Corp.	$5.3M	0.1%	+0%	34.2