ECP ControlCo, LLC

High-turnover traderConcentrated strategySector-focused

Total reported value

$6.3B

Reporting period: 2026-03-31 · Number of holdings: 4

ECP ControlCo, LLC disclosed 4 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $6.3B and a quarterly turnover rate of 190.2%.

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Personality snowflake

Concentration: 100
Portfolio Stability: 100
Momentum/Contrarian: 0
Sector conviction: 100
Diversification: 8
Sizing Uniformity: 80.78

Recent moves

Trim PCG
0.0%　$10.7M
Trim SHEN
0.0%　$13.3M
Trim CLNE
0.0%　$986.0K
New buy CEG
Sold out XIFR

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	CEG	Constellation Energy	Stock-Utilities	97.08%	+97.08%	NEW
2	PCG	P G & E CORP	Stock-Utilities	1.97%	-53.91%	—
3	SHEN	Shenandoah Telecommunication	Stock-Other	0.84%	-18.66%	—
4	CLNE	Clean Energy Fuels CORP	Stock-Other	0.10%	-2.56%	—

Reported value over time

Sector allocation

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	4	$6.3B	100	1CEG 2PCG 3SHEN Top holdings2026-03-31 1.CEG 2.PCG 3.SHEN 4.CLNE
2025-12-31	4	$204.9M	7	1PCG 2XIFR 3SHEN Top holdings2025-12-31 1.PCG 2.XIFR 3.SHEN 4.CLNE
2025-09-30	4	$205.2M	100	1PCG 2XIFR 3SHEN Top holdings2025-09-30 1.PCG 2.XIFR 3.SHEN 4.CLNE
2025-06-30	1	$36.9M	100	1XIFR Top holdings2025-06-30 1.XIFR
2025-03-31	4	$200.0M	100	1PCG 2XIFR 3SHEN Top holdings2025-03-31 1.PCG 2.XIFR 3.SHEN 4.CLNE
2024-12-31	4	$259.6M	0	1PCG 2CTOS 3SHEN Top holdings2024-12-31 1.PCG 2.CTOS 3.SHEN 4.CLNE
2024-09-30	6	$328.6M	0	1PCG 2CTOS 3NOVAQ Top holdings2024-09-30 1.PCG 2.CTOS 3.NOVAQ 4.SHEN 5.CLNE 6.EVAUSD
2024-06-30	7	$323.8M	0	1PCG 2CTOS 3SHEN Top holdings2024-06-30 1.PCG 2.CTOS 3.SHEN 4.NOVAQ 5.CLNE 6.N0796A 7.EVAUSD
2024-03-31	7	$362.7M	0	1CTOS 2PCG 3SHEN Top holdings2024-03-31 1.CTOS 2.PCG 3.SHEN 4.NOVAQ 5.CLNE 6.N0796A 7.EVAUSD
2023-12-31	8	$460.6M	0	1CTOS 2PCG 3NOVAQ Top holdings2023-12-31 1.CTOS 2.PCG 3.NOVAQ 4.SHEN 5.CLNE 6.REX 7.N0796A 8.EVAUSD
2023-09-30	9	$436.2M	0	1CTOS 2PCG 3NOVAQ Top holdings2023-09-30 1.CTOS 2.PCG 3.NOVAQ 4.SHEN 5.CLNE 6.REX 7.N0796A 8.EVAUSD 9.86738J
2023-06-30	9	$496.3M	0	1CTOS 2NOVAQ 3PCG Top holdings2023-06-30 1.CTOS 2.NOVAQ 3.PCG 4.SHEN 5.CLNE 6.REX 7.N0796A 8.EVAUSD 9.86738J
2023-03-31	8	$499.4M	0	1CTOS 2PCG 3NOVAQ Top holdings2023-03-31 1.CTOS 2.PCG 3.NOVAQ 4.SHEN 5.CLNE 6.EVAUSD 7.N0796A 8.86738J
2022-12-31	6	$456.0M	0	1CTOS 2PCG 3NOVAQ Top holdings2022-12-31 1.CTOS 2.PCG 3.NOVAQ 4.CLNE 5.86738J 6.N0796A
2022-09-30	7	$441.6M	0	1NOVAQ 2CTOS 3PCG Top holdings2022-09-30 1.NOVAQ 2.CTOS 3.PCG 4.LFG1USD 5.31187R 6.86738J 7.N0796A
2022-06-30	6	$386.9M	0	1CTOS 2NOVAQ 3PCG Top holdings2022-06-30 1.CTOS 2.NOVAQ 3.PCG 4.LFG1USD 5.31187R 6.N0796A
2022-03-31	6	$537.1M	0	1CTOS 2NOVAQ 3PCG Top holdings2022-03-31 1.CTOS 2.NOVAQ 3.PCG 4.31187R 5.N0796A 6.LFG1USD
2021-12-31	6	$6.2B	0	1SMC 2CTOS 3NOVAQ Top holdings2021-12-31 1.SMC 2.CTOS 3.NOVAQ 4.PCG 5.METCB 6.LFG1USD
2021-09-30	6	$998.1M	0	1NOVAQ 2CTOS 3PCG Top holdings2021-09-30 1.NOVAQ 2.CTOS 3.PCG 4.METCB 5.LFG1USD 6.SMC
2021-06-30	4	$1.0B	100	1NOVAQ 2CTOS 3PCG Top holdings2021-06-30 1.NOVAQ 2.CTOS 3.PCG 4.METCB
2021-03-31	5	$1.0B	40	1NOVAQ264083J3PCG Top holdings2021-03-31 1.NOVAQ 2.64083J 3.PCG 4.EPD 5.METCB
2020-12-31	6	$1.3B	100	1NOVAQ264083J3VST Top holdings2020-12-31 1.NOVAQ 2.64083J 3.VST 4.FE 5.EPD 6.METCB
2020-09-30	4	$991.0M	0	1NOVAQ 2FE364083J Top holdings2020-09-30 1.NOVAQ 2.FE 3.64083J 4.METCB
2020-06-30	3	$770.2M	100	1NOVAQ264083J3METCB Top holdings2020-06-30 1.NOVAQ 2.64083J 3.METCB
2020-03-31	4	$486.2M	0	1NOVAQ264083J3METCB Top holdings2020-03-31 1.NOVAQ 2.64083J 3.METCB 4.EPD
2019-12-31	3	$554.0M	11	1NOVAQ264083J3METCB Top holdings2019-12-31 1.NOVAQ 2.64083J 3.METCB
2019-09-30	3	$587.3M	100	1NOVAQ264083J3METCB Top holdings2019-09-30 1.NOVAQ 2.64083J 3.METCB
2019-06-30	1	$30.0M	9	1METCB Top holdings2019-06-30 1.METCB
2019-03-31	1	$32.7M	16	1METCB Top holdings2019-03-31 1.METCB
2018-12-31	1	$27.9M	40	1METCB Top holdings2018-12-31 1.METCB
2018-09-30	1	$42.0M	7	1METCB Top holdings2018-09-30 1.METCB
2018-06-30	1	$39.2M	100	1METCB Top holdings2018-06-30 1.METCB
2018-03-31	2	$233.7M	79	126817R2METCB Top holdings2018-03-31 1.26817R 2.METCB
2017-12-31	3	$535.1M	9	1131347226817R3METCB Top holdings2017-12-31 1.131347 2.26817R 3.METCB
2017-09-30	3	$486.8M	0	1131347226817R3METCB Top holdings2017-09-30 1.131347 2.26817R 3.METCB

Holding changes this quarter

ECP ControlCo, LLC's most significant position changes for 2026-03-31: New buy: Constellation Energy (CEG); Sold out: Xplr Infrastructure LP (XIFR).

Position changes disclosed by ECP ControlCo, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	CLNE	Clean Energy Fuels CORP	-2.6%	—	Unchanged
2	SHEN	Shenandoah Telecommunication	-18.7%	—	Unchanged
3	PCG	P G & E CORP	-53.9%	—	Unchanged
4	CEG	Constellation Energy	—	NEW	New buy
5	XIFR	Xplr Infrastructure LP	—	EXIT	Sold out

FAQ

What is ECP ControlCo, LLC and what type of investor is it?

ECP ControlCo, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $6.3B, spread across 4 disclosed positions.

What are ECP ControlCo, LLC's largest equity positions?

Based on the latest 13F filing, ECP ControlCo, LLC's top holdings by market value are: 1. Constellation Energy (CEG) — $6.2B (97.1%) 2. P G & E CORP (PCG) — $125.2M (2.0%) 3. Shenandoah Telecommunication (SHEN) — $53.3M (0.8%) 4. Clean Energy Fuels CORP (CLNE) — $6.4M (0.1%)

What changes did ECP ControlCo, LLC make in its most recent portfolio filing?

In the latest reported quarter, ECP ControlCo, LLC made 2 notable position adjustments: 1 new positions were initiated, 0 existing holdings were added to, 0 positions were partially reduced, and 1 were completely exited. The largest of these moves: New buy: Constellation Energy (CEG); Sold out: Xplr Infrastructure LP (XIFR)

What sectors does ECP ControlCo, LLC focus on?

ECP ControlCo, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Utilities: 100.0%