ECP ControlCo, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 17, 2026), ECP ControlCo, LLC reported 4 stock positions worth $204.9 million. Its top holding was P G & E (PCG) at 55.9% of the portfolio, followed by XPLR Infrastructure (XIFR, 22.0%) and Shenandoah Telecommunication (SHEN, 19.5%). Compared with Q3 2025, it added to 1. The biggest buy was Shenandoah Telecommunication (SHEN, shares +2%).

Most Recent 13F
Q2 2026
Location
SUMMIT, NJ
CIK
0001707921
Portfolio Value
$204.9M (Q4 2025)
SEC Filing
0001104659-26-016279 ↗ filed Feb 17, 2026

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 Q4 2024 Q1 2025: $200.0M Q1 2025 Q2 2025: $178.4M Q2 2025 Q3 2025: $205.2M Q3 2025 Q4 2025: $204.9M $204.9M Q4 2025 Q1 2026: $6.3B Q1 2026 Q2 2026: $4.7B Q2 2026

Holdings 4 stocks · $204.9M
PCG P G & E Corp. 55.88% 7,124,720 $114.5M No change
XIFR XPLR Infrastructure LP 21.96% 4,500,000 $45.0M No change
SHEN Shenandoah Telecommunication 19.50% 3,457,105 $40.0M Add +2.4%
CLNE Clean Energy Fuels Corp. 2.66% 2,594,759 $5.4M No change

Portfolio Sells Q3 2025 → Q4 2025
None this quarter.

Portfolio Buys Q3 2025 → Q4 2025
SHEN Shenandoah Telecommunication Add +2.4% 19.50% −2.58

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