ECP ControlCo, LLC — 13F holdings

ECP ControlCo, LLC reported 5 holdings worth $4.67B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. CEG CONSTELLATION ENERGY CORP — $3.57B (76.4%)
2. TLN TALEN ENERGY CORP — $922M (19.8%)
3. PCG PG&E CORP — $120M (2.6%)
4. SHEN SHENANDOAH TELECOMMUNICATION — $52.1M (1.1%)
5. CLNE CLEAN ENERGY FUELS CORP — $5.32M (0.1%)