The Analysis of ECP ControlCo, LLC's Holdings & P&L

Currently, ECP ControlCo, LLC holds 4 types of securities in its portfolio with a total value $6.3B. In the most recent quarter, they have increased their positions in PCG (+7.1M shares, valued at $125.2M), SHEN (+3.5M shares, valued at $53.3M), CLNE (+2.6M shares, valued at $6.4M); initiated new positions in PCG (+7.1M shares, valued at $125.2M), SHEN (+3.5M shares, valued at $53.3M), CLNE (+2.6M shares, valued at $6.4M).

1M P&L

+29.2M+0.44%

3M P&L

-18.4M-0.27%

HY P&L

-1.3B-16.13%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Utilities - Renewable7.4B

97.9%

2Utilities - Regulated Electric114.5M

1.5%

3Telecom Services40.0M

0.5%

Top Industries by Stock Count

1Utilities - Renewable2 stocks

40.0%

2Oil & Gas Refining & Marketing1 stocks

20.0%

3Utilities - Regulated Electric1 stocks

20.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CEG CONSTELLATION ENERGY CORP22.0M shares0.00%2026-03-312026-05-15

PCG PG&E CORP7.1M sharesnew addition2026-03-312026-05-15

SHEN SHENANDOAH TELECOMMUNICATION3.5M sharesnew addition2026-03-312026-05-15

CLNE CLEAN ENERGY FUELS CORP2.6M sharesnew addition2026-03-312026-05-15

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares22.0M

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

New

Shares7.1M

Event2026-03-31

Filed2026-05-15

SHEN

SHENANDOAH TELECOMMUNICATION

New

Shares3.5M

Event2026-03-31

Filed2026-05-15

CLNE

CLEAN ENERGY FUELS CORP

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available