Institutional Manager · CIK 0001707921
ECP ControlCo, LLC
Summit, NJ · File #028-18131
Latest AUM
$204.9M
Positions
4
Top-10 Concentration
100.0%
Filings
15
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | XPLR INFRASTRUCTURE LP | XIFR | +4,500,000 | +$45.0M | $0 |
| ADD | SHENANDOAH TELECOMMUNICATION | SHEN | +79,872 | +$923,320 | -$6.3M |
| REDUCE | CLEAN ENERGY FUELS CORP | CLNE | 0 | $0 | -$1.2M |
| REDUCE | PG&E CORP | PCG-PX | 0 | $0 | +$7.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20254 pos · $200.0M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251 pos · $36.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20254 pos · $205.2M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251 pos · $42.8M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20254 pos · $178.4M
- 13F HOLDINGS REPORTQ/E Dec 20254 pos · $204.9M
- 13F HOLDINGS REPORT (Amended)Q/E Dec 20251 pos · $45.8M
- 13F HOLDINGS REPORTQ/E Sep 20253 pos · $159.5M
- 13F HOLDINGS REPORTQ/E Jun 20253 pos · $141.5M
- 13F HOLDINGS REPORTQ/E Mar 20253 pos · $157.3M
- 13F HOLDINGS REPORTQ/E Dec 20244 pos · $259.6M
- 13F HOLDINGS REPORTQ/E Sep 20246 pos · $328.6M
- 13F HOLDINGS REPORTQ/E Jun 20247 pos · $323.8M
- 13F HOLDINGS REPORTQ/E Mar 20247 pos · $362.7M
- 13F HOLDINGS REPORTQ/E Dec 20239 pos · $436.2M
Top 4 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | PG&E CORP | PCG-PX | 7,124,720 | $122.4M | 61.20% |
| 2 | XPLR INFRASTRUCTURE LP | XIFR | 4,500,000 | $42.8M | 21.37% |
| 3 | SHENANDOAH TELECOMMUNICATION | SHEN | 2,452,384 | $30.8M | 15.41% |
| 4 | CLEAN ENERGY FUELS CORP | CLNE | 2,594,759 | $4.0M | 2.01% |