ECP ControlCo, LLC — Q4 2025 13F-HR

← ECP ControlCo, LLC

Q4 2025 · 13F-HR

ECP ControlCo, LLCholdings as filed

Filed 2026-02-17 · accession 0001104659-26-016279

$204.9M

Reported value

Positions

2025-12-31

Period end

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The Brief · ECP ControlCo, LLC · Q4 2025

AI · grounded in 13F

ECP ControlCo, LLC established a new position in PCG valued at $114.5M. The fund also initiated stakes in XIFR for $45M and SHEN for $40M. A final new position was added in CLNE totaling $5.4M. These four additions brought the fund's total AUM to $204.9M.

Holdings as filed

CUSIP	Ticker	Issuer	Value	% port.	Shares	Class	Voting
69331C108	PCG	PG&E CORP	$114.5M	55.9%	7,124,720	Common	SOLE
65341B106	XIFR	XPLR INFRASTRUCTURE LP	$45.0M	22.0%	4,500,000	Common	SOLE
82312B106	SHEN	SHENANDOAH TELECOMMUNICATION	$40.0M	19.5%	3,457,105	Common	SOLE
184499101	CLNE	CLEAN ENERGY FUELS CORP	$5.4M	2.66%	2,594,759	Common	SOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.