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ECP ControlCo, LLC

Q1 2026 · Filed 2026-05-15
Market Value
$6.3B
+2994.4%
Holdings
5
+1
New Purchases
1
Added To
0
Closed
1
Reduced
0
Top 10 Concentration
100.0%
Turnover
40.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CEG 97.08% 0.00% +97.08% $6.2B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
PCG 1.97% 55.88% -53.90% $125M
XIFR 0.00% 21.96% -21.96% $0
SHEN 0.84% 19.50% -18.66% $53M
CLNE 0.10% 2.66% -2.56% $6M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 2 $6.3B 99.1%
Small Cap 3 $60M 0.9%

Portfolio Analytics

Avg Market Cap
$29.0B
Median Market Cap
$1.1B
Avg P/E
16.8
Median P/E
12.3
Avg Dividend Yield
0.00%
Avg Beta
0.96
# Stocks
5
# ETFs / Funds
0

Top Holdings (5 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 CEG 97.08% 22,043,724 $6.2B $279.25 +22,043,724 NEW
2 PCG 1.97% 7,124,720 $125M $17.57 $11M
3 SHEN 0.84% 3,457,105 $53M $15.42 $13M
4 CLNE 0.10% 2,594,759 $6M $2.48 $986K
5 XIFR —% -$45M -4,500,000 -100.0% SOLD

New Positions

SymbolValue% Port
CEG $6.2B 97.08%

Sold Out Positions

SymbolValue% Port
XIFR —%
View SEC EDGAR Filings for ECP ControlCo, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms