ECP ControlCo, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), ECP ControlCo, LLC reported 7 stock positions worth $323.8 million. Its top holding was P G & E (PCG) at 38.4% of the portfolio, followed by Custom Truck One Source (CTOS, 34.6%) and Shenandoah Telecommunication (SHEN, 12.4%). Compared with Q1 2024, it added to 1. The biggest buy was Custom Truck One Source (CTOS, shares +0%).
- Most Recent 13F
- Q2 2026
- Location
- SUMMIT, NJ
- CIK
- 0001707921
- Portfolio Value
- $323.8M (Q2 2024)
- SEC Filing
- 0001104659-24-089265 ↗ filed Aug 14, 2024
Holdings Value
Holdings 7 stocks · $323.8M
| PCG P G & E Corp. | 38.42% | 7,124,720 | $124.4M | No change |
| CTOS Custom Truck One Source Inc. | 34.61% | 25,757,628 | $112.0M | Add +0.1% |
| SHEN Shenandoah Telecommunication | 12.37% | 2,452,384 | $40.0M | No change |
| NOVAQ Sunnova Energy International | 11.91% | 6,911,664 | $38.6M | No change |
| CLNE Clean Energy Fuels Corp. | 2.14% | 2,594,759 | $6.9M | No change |
| ALLGF Allego NV | 0.52% | 1,000,000 | $1.7M | No change |
| EVVAQ Enviva LLC | 0.03% | 252,392 | $109K | No change |
Portfolio Sells Q1 2024 → Q2 2024
| None this quarter. | |||
Portfolio Buys Q1 2024 → Q2 2024
| CTOS Custom Truck One Source Inc. | Add +0.1% | 34.61% | −6.70 |
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 |