ECP ControlCo, LLC
CIK 1707921 · View on SEC EDGAR ↗
- Portfolio value
- $6.3B
- Positions
- 4
- As of
- March 31, 2026 Data as of Q1 2026
#654 of 8,643 by 13F value · top 7.6%
Portfolio value QoQ: +2994.4% 13F does not disclose cash
- Top 10 holdings weight
- 100.00%
- Top 25 holdings weight
- 100.00%
- Positions above 1%
- 4
- Effective number of positions
- 1.6
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2026: 16.75% Est. buys $922,223,232 · sells $1,905,866,450
Median holding: 4.0 quarters Tracked Q4 2024–Q2 2026 · 71.4% still held
- New positions
- 1
- Increased
- 0
- Decreased
- 1
- Closed
- 1
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
- Related The person behind this filer, where we can match one.
Sector breakdown
Utilities
98.8%
Telecommunication
1.1%
Energy
0.1%
Full portfolio 5 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| CEG Constellation Energy Corporation - Common Stock When-Issued | $3,569,133,280 | 76.45% | 14,370,227 | $-2,586,576,647 | Down ×1 | ||
| TLN Talen Energy Corporation - Common Stock | $922,223,232 | 19.75% | 2,399,998 | Up ×1 | |||
| PCG Pacific Gas & Electric Co. Common Stock | $119,837,790 | 2.57% | 7,124,720 | $-5,343,540 | |||
| SHEN Shenandoah Telecommunications Co - Common Stock | $52,133,143 | 1.12% | 3,457,105 | $-1,175,416 | |||
| CLNE Clean Energy Fuels Corp. - Common Stock | $5,319,256 | 0.11% | 2,594,759 | $-1,115,746 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| TLN | $922,223,232 | 2,399,998 | 19.75% |
Top movers (QoQ)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.