Latest ECP ControlCo, LLC Stock Portfolio

$6.34Billion | No. of Holdings #4

About ECP ControlCo, LLC and 13F Hedge Fund Stock Holdings

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, ECP ControlCo, LLC reported an equity portfolio of $6.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of ECP ControlCo, LLC are CEG, PCG, SHEN. The fund has invested 97.1% of it's portfolio in CONSTELLATION ENERGY CORP and 2% of portfolio in PG&E CORP. <br><br> The fund managers got completely rid off XPLR INFRASTRUCTURE LP (NEP) stocks. ECP ControlCo, LLC opened new stock positions in CONSTELLATION ENERGY CORP (CEG).

ECP ControlCo, LLC Equity Portfolio Value

Last Reported on: 15 May, 2026

$6.34Billion

as of May 15, 2026

ECP ControlCo, LLC Annual Return Estimates Vs S&P 500

Performance

New Buys

Ticker	$ Bought
constellation energy corp	6,155,710,000

New stocks bought by ECP ControlCo, LLC

Additions

No additions were made to existing positions by ECP ControlCo, LLC

Reductions

None of the existing positions were reduced by ECP ControlCo, LLC

Sold off

Ticker	$ Sold
xplr infrastructure lp	-45,000,000

ECP ControlCo, LLC got rid off the above stocks

Sector Distribution

Utilities

Sector	%
Utilities	99.1

Market Cap. Distribution

LARGE-CAP

Category	%
LARGE-CAP	99.1

Stocks belong to which Index?

S&P 500

Index	%
S&P 500	99.1

Top 5 Winners (%)		%
SHEN	shenandoah telecommunication	33.4 %
CLNE	clean energy fuels corp	18.1 %
PCG	pg&e corp	9.3 %

Top 5 Winners ($)		$
SHEN	shenandoah telecommunication	13.3 M
PCG	pg&e corp	10.7 M
CLNE	clean energy fuels corp	1.0 M

Top 5 Losers (%)		%

Top 5 Losers ($)		$

ECP ControlCo, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of ECP ControlCo, LLC

$6.34BTotal Value

5.00Positions

15 May, 2026Last Reported

Current holdings of Current Stock Holdings of ECP ControlCo, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
CEG Constellation Energy Corp Constellation Energy CorpCEG ECP ControlCo, LLC's holding in Constellation Energy Corp over time	97.08%	22,043,700	$6.16B 97.08%	new position

CLNE Clean Energy Fuels Corp Clean Energy Fuels CorpCLNE ECP ControlCo, LLC's holding in Clean Energy Fuels Corp over time	0.1%	2,594,760	$6.43M 0.1%	unchanged 0 percentunchanged

NEP Xplr Infrastructure Lp Xplr Infrastructure LpNEP ECP ControlCo, LLC's holding in Xplr Infrastructure Lp over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

PCG Pg&E Corp Pg&E CorpPCG ECP ControlCo, LLC's holding in Pg&E Corp over time	1.97%	7,124,720	$125.18M 1.97%	unchanged 0 percentunchanged

SHEN Shenandoah Telecommunication Shenandoah TelecommunicationSHEN ECP ControlCo, LLC's holding in Shenandoah Telecommunication over time	0.84%	3,457,100	$53.31M 0.84%	unchanged 0 percentunchanged