Institutional
ECP ControlCo, LLC
CIK 0001707921
$6.34B
Reported AUM
4
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · ECP ControlCo, LLC · Q1 2026
AI · grounded in 13F
ECP ControlCo, LLC established a new position in Constellation Energy Corp CEG valued at $6.16B. The fund also closed its entire position in XPLR Infrastructure LP XIFR, reducing exposure by $45M. These moves bring the fund's total assets under management to $6.34B across four positions.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | CEG | CONSTELLATION ENERGY CORP | $257.95 | -0.72% | -23.35% | 484.20% | $6.16B | 97.08% | — | HELD |
| 2 | PCG | PG&E CORP | $17.71 | -0.39% | 27.26% | 97.28% | $125.2M | 1.97% | — | HELD |
| 3 | SHEN | SHENANDOAH TELECOMMUNICATION | $12.71 | 7.35% | -3.13% | -56.21% | $53.3M | 0.84% | — | HELD |
| 4 | CLNE | CLEAN ENERGY FUELS CORP | $1.89 | -1.05% | -4.06% | -76.17% | $6.4M | 0.10% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-061701. 13F discloses long positions only — shorts, foreign equities, and options are excluded.