ECP ControlCo, LLC
13F holdings for Q2 2026 · SUMMIT, NJ · filed August 14, 2026
ECP ControlCo, LLC reported $4.7B in 13F securities across 5 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were CEG (76.4%), TLN (19.8%), PCG (2.6%). Reported value fell 26.4% from the quarter before. It opened 1 new position, added to 0, trimmed 1 and sold out of 0.
- 13F value Q2 2026
- $4.7B
- Holdings
- 5
- Change vs prior quarter
- -26.4%
- Rank by 13F value
- #937
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| CEG Constellation Energy Corporation | $3.6B | 76.4% | 14,370,227 | -34.8% | Trimmed |
| TLN Talen Energy Corporation | $922M | 19.8% | 2,399,998 | New | New |
| PCG Pacific Gas & Electric Co. | $120M | 2.6% | 7,124,720 | 0% | Unchanged |
| SHEN Shenandoah Telecommunications Co | $52.1M | 1.1% | 3,457,105 | 0% | Unchanged |
| CLNE Clean Energy Fuels Corp. | $5.3M | 0.1% | 2,594,759 | 0% | Unchanged |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $4.7B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- TLN Talen Energy Corporation New+$922M
Biggest sells in Q2 2026
- CEG Constellation Energy Corporation Trimmed-$1.9B
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 1 new, 0 added, 1 trimmed, 0 sold out.
Sector mix
- Utilities98.9%
- Telecommunications1.1%
13F value by quarter
Schedule 13D and 13G filings by ECP ControlCo, LLC
Stakes above 5% of a company, filed within days rather than once a quarter.
- 2026-01-14CEG SCHEDULE 13G filed by Constellation Energy CorporationSchedule 13G
Questions about ECP ControlCo, LLC
- What does ECP ControlCo, LLC own?
- In its Form 13F for Q2 2026, ECP ControlCo, LLC reported 5 holdings worth $4.7B. The five largest were CEG, TLN, PCG, SHEN, CLNE.
- What did ECP ControlCo, LLC buy and sell in Q2 2026?
- ECP ControlCo, LLC opened 1 new position, added to 0, trimmed 1 and sold out of 0 compared with the quarter before.
- When did ECP ControlCo, LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by ECP ControlCo, LLC (SEC CIK 0001707921) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds