Ecp Controlco, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Ecp Controlco, Llc disclosed 5 stock positions valued at approximately $4.67B as of quarter-end June 30, 2026. The largest holdings include CONSTELLATION ENERGY CORP, TALEN ENERGY CORP, and PG&E CORP.

Report Period
June 30, 2026
No. of Stocks
5
Portfolio Value
$4.67B
Holdings by Sector
Ecp Controlco, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
CONSTELLATION ENERGY CORPCEGUtilities76.45%14,370,227-7,673,497-34.81%$3,569,133,280
TALEN ENERGY CORPTLNOther19.75%2,399,998+2,399,998+100.00%$922,223,232
PG&E CORPPCGUtilities2.57%7,124,720--$119,837,790
SHENANDOAH TELECOMMUNICATIONSHENCommunication Services1.12%3,457,105--$52,133,143
CLEAN ENERGY FUELS CORPCLNEEnergy0.11%2,594,759--$5,319,256
Showing 5 of 5 holdings in the latest reporting period.