ECP ControlCo, LLC

CIK: 0001707921Latest portfolio: $204.9M · Q4 2025

Holdings

Total Value

$204.9M

New Positions

Closed Positions

Top Holdings

#	Stock	Shares	Value	% Portfolio	Change
1	PCGPG&E CORP	7,124,720	$114.5M	55.88%	—
2	XIFRXPLR INFRASTRUCTURE LP	4,500,000	$45.0M	21.96%	NEW
3	SHENSHENANDOAH TELECOMMUNICATION	3,457,105	$40.0M	19.50%	+80K
4	CLNECLEAN ENERGY FUELS CORP	2,594,759	$5.4M	2.66%	—

Quarterly Changes

New Positions

XIFRNEW
$45.0M

Closed Positions

No closed positions this quarter

Increased Positions

Name	Shares	Change
SHEN	3.5M	+80K

Decreased Positions

No decreased positions

Sector Breakdown

Utilities0.0% ($11.4T)

Communication Services0.0% ($40.0M)

Energy0.0% ($5.4M)

Filing History

Quarter	Filing Date	Portfolio Value	Holdings
Q4 2025	Feb 17, 2026	$204.9M	4
Q3 2025	Nov 14, 2025	$159.5B	3
Q2 2025	Aug 14, 2025	$141.5B	3
Q1 2025	May 15, 2025	$157.3B	3
Q4 2024	Feb 14, 2025	$259.6B	4

Fund Information

CIK0001707921

Most Recent FilingFeb 17, 2026

Number of Filings5

View on SEC EDGAR →

ECP ControlCo, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $204.9M across 4 holdings. The largest position is PG&E CORP (PCG), representing 55.9% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.