1y return+13.0%S&P 500 +20.9%
3y return−41.5%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2022: $50 against $165 in the S&P 500.2
ECP ControlCo, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| CEGConstellation Energy Corp | $3.6B | 76.4% | −34.8% |
| TLNTalen Energy Corp | $922.2M | 19.8% | New |
| PCGPg&e Corp | $119.8M | 2.6% | |
| SHENShenandoah Telecommunication | $52.1M | 1.1% | |
| CLNEClean Energy Fuels Corp | $5.3M | 0.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PCGPg&e Corp | March 31, 2021 | +43.6% | $119.8M |
| CEGConstellation Energy Corp | March 31, 2026 | −11.1% | $3.6B |
| SHENShenandoah Telecommunication | March 31, 2022 | −36.0% | $52.1M |
| CLNEClean Energy Fuels Corp | September 30, 2022 | −61.6% | $5.3M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | −10.9% | +14.8% |
| March 31, 2026 | +13.6% | −4.6% |
| December 31, 2025 | −0.8% | +2.4% |
| September 30, 2025 | +12.5% | +7.8% |
| June 30, 2025 | −12.8% | +10.5% |
| March 31, 2025 | −12.9% | −4.6% |
| December 31, 2024 | −3.7% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | −10.8% | +4.0% |
| March 31, 2024 | −20.4% | +10.0% |
| December 31, 2023 | +11.8% | +11.2% |
| September 30, 2023 | −15.3% | −3.6% |
| June 30, 2023 | +5.1% | +8.3% |
| March 31, 2023 | −0.1% | +7.0% |
| December 31, 2022 | +3.0% | +7.1% |
| September 30, 2022 | +6.9% | −5.3% |
| June 30, 2022 | −25.9% | −16.5% |
| December 31, 2021 | −9.6% | +10.7% |
| September 30, 2021 | −5.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: ECP ControlCo, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1707921&type=13F-HR&dateb=&owner=include&count=40CIK 1707921
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1707921/000110465926096451/Filed August 14, 2026 · accession 0001104659-26-096451