ECP ControlCo
SUMMIT, NJfiles as ECP ControlCo, LLC
$4.7bn in 5 US stocks at the end of 30 June 2026. The top 10 are 100.0% of the money. It changed about 20.6% of the portfolio this quarter.
Value
$4.7bn
Stocks
5
Top 10 share
100.0%
Turnover
20.6%
What changed this quarter
New
Bought for the first time this quarter.
- Talen EnergyTLN19.8% of the fund
Added
Bought more of a stock they already held.
None this quarter.
Cut
Sold some of their stake.
- Constellation EnergyCEG76.4% of the fund-35%
Sold out
Sold their entire stake.
None this quarter.
Holdings
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Constellation EnergyCEG | 76.4% | $3.6bn | 14,370,227 | -35% |
| Talen EnergyTLN | 19.8% | $922m | 2,399,998 | New |
| Pg&ePCG | 2.6% | $120m | 7,124,720 | Held |
| Shenandoah TelecommunicationsSHEN | 1.1% | $52m | 3,457,105 | Held |
| Clean Energy FuelsCLNE | 0.1% | $5m | 2,594,759 | Held |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 2068.9% since 30 June 2025.
Where the money is
Utilities98.9%
Media & telecom1.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.