Filed: 8/14/2026ACC: 0001104659-26-096451
📋 What this filing means
ECP CONTROLCO, LLC filed this quarterly 13F‑HR report disclosing 5 equity positions with a total reported market value of $4.67B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
5
Positions
$4.67B
Total AUM (reported)
29.95M
Total Shares
Allocation by class
COM$4.67B100.0%
Portfolio Concentration
Top 3$4.61B98.8%
4–10$57.45M1.2%
Top 3 weight
98.8%
Top 10 weight
100.0%
Voting Authority Distribution
Total shares with voting rights: 29.95M
Sole
Full voting authority
29.95M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other5
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings5
Rows:
CONSTELLATION ENERGY CORP
DFNDShares14.37M
TypeSH
Market value$3.57B
76.45%
Sole
14.37M
Shared
0.00
None
0.00
TALEN ENERGY CORP
DFNDShares2.40M
TypeSH
Market value$922.22M
19.75%
Sole
2.40M
Shared
0.00
None
0.00
PG&E CORP
DFNDShares7.12M
TypeSH
Market value$119.84M
2.57%
Sole
7.12M
Shared
0.00
None
0.00
SHENANDOAH TELECOMMUNICATION
DFNDShares3.46M
TypeSH
Market value$52.13M
1.12%
Sole
3.46M
Shared
0.00
None
0.00
CLEAN ENERGY FUELS CORP
DFNDShares2.59M
TypeSH
Market value$5.32M
0.11%
Sole
2.59M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CONSTELLATION ENERGY CORPDFND | COM | 14.37M | SH | $3.57B 76.45% | 14.37M | 0.00 | 0.00 |
TALEN ENERGY CORPDFND | COM | 2.40M | SH | $922.22M 19.75% | 2.40M | 0.00 | 0.00 |
PG&E CORPDFND | COM | 7.12M | SH | $119.84M 2.57% | 7.12M | 0.00 | 0.00 |
SHENANDOAH TELECOMMUNICATIONDFND | COM | 3.46M | SH | $52.13M 1.12% | 3.46M | 0.00 | 0.00 |
CLEAN ENERGY FUELS CORPDFND | COM | 2.59M | SH | $5.32M 0.11% | 2.59M | 0.00 | 0.00 |