ECP ControlCo, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), ECP ControlCo, LLC reported 5 stock positions worth $4.7 billion. Its top holding was Constellation Energy (CEG) at 76.4% of the portfolio, followed by Talen Energy (TLN, 19.8%) and P G & E (PCG, 2.6%). Compared with Q1 2026, it opened 1 new position and reduced 1. The biggest buy was a new position in Talen Energy (TLN) and the biggest sale Constellation Energy (CEG, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- SUMMIT, NJ
- CIK
- 0001707921
- Portfolio Value
- $4.7B (Q2 2026)
- SEC Filing
- 0001104659-26-096451 ↗ filed Aug 14, 2026
Holdings Value
Holdings 5 stocks · $4.7B
Portfolio Sells Q1 2026 → Q2 2026
| CEG Constellation Energy | Reduce -34.8% | 76.45% | −20.63 |
Portfolio Buys Q1 2026 → Q2 2026
| TLN Talen Energy Corp. | New | 19.75% | +19.75 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 5 | $4.7B | CEG, TLN, PCG, SHEN, CLNE |
| Q1 2026 | 4 | $6.3B | CEG, PCG, SHEN, CLNE |
| Q4 2025 | 4 | $204.9M | PCG, XIFR, SHEN, CLNE |
| Q3 2025Amended | 4 | $205.2M | PCG, XIFR, SHEN, CLNE |
| Q2 2025Amended | 4 | $178.4M | PCG, SHEN, XIFR, CLNE |
| Q1 2025Amended | 4 | $200.0M | PCG, XIFR, SHEN, CLNE |
| Q4 2024 | 4 | $259.6M | PCG, CTOS, SHEN, CLNE |
| Q3 2024 | 6 | $328.6M | PCG, CTOS, NOVAQ, SHEN, CLNE |
| Q2 2024 | 7 | $323.8M | PCG, CTOS, SHEN, NOVAQ, CLNE |
| Q1 2024 | 7 | $362.7M | CTOS, PCG, SHEN, NOVAQ, CLNE |