2026 Q1 Portfolio Activity
In 2026 Q1, ECP ControlCo, LLC maintained a portfolio of 5 distinct positions. The most significant new addition was CONSTELLATION ENERGY CORP, now representing 97.08% of the total fund value. Conversely, ECP ControlCo, LLC completely exited their position in XPLR INFRASTRUCTURE LP.
Position History
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Total Positions
5
Quarter
2026 Q1
Top Holding
CEG (97.1%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-5 of 5
ECP ControlCo, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
CEG
CONSTELLATION E...
|
Utilities | 97.08% | — |
#1
Prev: #—
|
9.5 | 22,043,724 | — |
NEW
|
22,043,724 | $6,155,709,927 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PCG
PG&E CORP
|
Utilities | 1.97% | 55.88% |
#2
1
Prev: #1
|
3.3 | no change | no change |
P
S
|
7,124,720 | $125,181,330 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SHEN
SHENANDOAH TEL...
|
Communication Services | 0.84% | 19.50% |
#3
Prev: #3
|
2.3 | no change | no change |
P
S
|
3,457,105 | $53,308,559 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CLNE
CLEAN ENERGY F...
|
Energy | 0.10% | 2.66% |
#4
Prev: #4
|
1.5 | no change | no change |
P
S
|
2,594,759 | $6,435,002 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
XIFR
XPLR INFRASTRUC...
|
Utilities | 0.00% | 21.96% |
Sold All 😨
(Was: #2) |
0.0 | -4,500,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-5 of 5 holdings