Vault-13

ECP ControlCo, LLC

SUMMIT, NJ · CIK 1707921 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$4.7bn reported value -26.4% vs Q1 2026
5positions
100.0%in top 10
1 new 0 added 1 reduced 0 sold out vs Q1 2026

This report includes the holdings of 6 other managers that share the investment decisions:

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 CONSTELLATION ENERGY CORP COM CEG CEG 14,370,227 $3.6bn76.45% 76.45% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 22.0m, Q2 2026 14.4m -7.7m -7,673,497 -34.8%
2 TALEN ENERGY CORP COM TLN TLN 2,399,998 $922.2m19.75% 19.75% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 2.4m
3 PG&E CORP COM PCG PCG 7,124,720 $119.8m2.57% 2.57% UnchangedShares held: Q3 2025 7.1m, Q4 2025 7.1m, Q1 2026 7.1m, Q2 2026 7.1m
4 SHENANDOAH TELECOMMUNICATION COM SHEN SHEN 3,457,105 $52.1m1.12% 1.12% UnchangedShares held: Q3 2025 3.4m, Q4 2025 3.5m, Q1 2026 3.5m, Q2 2026 3.5m
5 CLEAN ENERGY FUELS CORP COM CLNE CLNE 2,594,759 $5.3m0.11% 0.11% UnchangedShares held: Q3 2025 2.6m, Q4 2025 2.6m, Q1 2026 2.6m, Q2 2026 2.6m

Stakes above 5%

Companies where this manager has reported owning more than 5% of a class of shares, on Schedule 13D (may seek influence) or 13G (passive): its latest filing for each, from 19 Dec 2024 on.

CompanyTickerStakeChange ScheduleLast filed
SHENANDOAH TELECOMMUNICATION SHEN · 13D · filed 2025-08-12 SHEN 11.6%≈ $102.2m +1.0 pts 13D 2025-08-12
TALEN ENERGY CORP TLN · 13G · filed 2026-06-23 TLN 5.0%≈ $922.2m new 13G 2026-06-23