ECP ControlCo, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), ECP ControlCo, LLC reported 4 stock positions worth $259.6 million. Its top holding was P G & E (PCG) at 55.4% of the portfolio, followed by Custom Truck One Source (CTOS, 30.2%) and Shenandoah Telecommunication (SHEN, 11.9%). Compared with Q3 2024, it sold out of 2 and reduced 1. The biggest sale was an exit from Sunnova Energy International (NOVAQ).

Most Recent 13F
Q2 2026
Location
SUMMIT, NJ
CIK
0001707921
Portfolio Value
$259.6M (Q4 2024)
SEC Filing
0001104659-25-013376 ↗ filed Feb 14, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q1 2024: $362.7M Q1 2024 Q2 2024: $323.8M Q2 2024 Q3 2024: $328.6M Q3 2024 Q4 2024: $259.6M $259.6M Q4 2024 Q1 2025: $200.0M Q1 2025 Q2 2025: $178.4M Q2 2025 Q3 2025: $205.2M Q3 2025 Q4 2025: $204.9M Q4 2025 Q1 2026: $6.3B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 4 stocks · $259.6M
PCG P G & E Corp. 55.39% 7,124,720 $143.8M No change
CTOS Custom Truck One Source Inc. 30.18% 16,287,270 $78.3M Reduce -30.4%
SHEN Shenandoah Telecommunication 11.91% 2,452,384 $30.9M No change
CLNE Clean Energy Fuels Corp. 2.51% 2,594,759 $6.5M No change

Portfolio Sells Q3 2024 → Q4 2024
NOVAQ Sunnova Energy International Sold out 0.00% −19.58
EVVAQ Enviva LLC Sold out 0.00% −0.03
CTOS Custom Truck One Source Inc. Reduce -30.4% 30.18% +5.63

Portfolio Buys Q3 2024 → Q4 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 5$4.7BCEG, TLN, PCG, SHEN, CLNE
Q1 2026 4$6.3BCEG, PCG, SHEN, CLNE
Q4 2025 4$204.9MPCG, XIFR, SHEN, CLNE
Q3 2025Amended 4$205.2MPCG, XIFR, SHEN, CLNE
Q2 2025Amended 4$178.4MPCG, SHEN, XIFR, CLNE
Q1 2025Amended 4$200.0MPCG, XIFR, SHEN, CLNE
Q4 2024 4$259.6MPCG, CTOS, SHEN, CLNE
Q3 2024 6$328.6MPCG, CTOS, NOVAQ, SHEN, CLNE
Q2 2024 7$323.8MPCG, CTOS, SHEN, NOVAQ, CLNE
Q1 2024 7$362.7MCTOS, PCG, SHEN, NOVAQ, CLNE