ECP ControlCo, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed February 17, 2026), ECP ControlCo, LLC reported 4 stock positions worth $200.0 million. Its top holding was P G & E (PCG) at 61.2% of the portfolio, followed by XPLR Infrastructure (XIFR, 21.4%) and Shenandoah Telecommunication (SHEN, 15.4%). Compared with Q4 2024, it opened 1 new position and sold out of 1. The biggest buy was a new position in XPLR Infrastructure (XIFR) and the biggest sale an exit from Custom Truck One Source (CTOS).
- Most Recent 13F
- Q2 2026
- Location
- SUMMIT, NJ
- CIK
- 0001707921
- Portfolio Value
- $200.0M (Q1 2025)
- SEC Filing
- 0001104659-26-016290 ↗ filed Feb 17, 2026
Holdings Value
Holdings 4 stocks · $200.0M
Portfolio Sells Q4 2024 → Q1 2025
| CTOS Custom Truck One Source Inc. | Sold out | 0.00% | −30.18 |
Portfolio Buys Q4 2024 → Q1 2025
| XIFR XPLR Infrastructure LP | New | 21.37% | +21.37 |
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 |