ECP ControlCo, LLC (auto-surfaced)
Tier None · cloneable
· 31-DEC-2025 → 31-MAR-2026
AUM $6,340,634,818 · 4 positions · top-10 100.0%
· SEC filing history →
13FScore 14/100 — cloning their disclosed top holdings over ~4.6y returned -15%/yr vs S&P +11%/yr (alpha -25%/yr), ahead of the market in 26% of quarters. Cloneable 13F equity book only — excludes hedges/shorts/non-US.
New positions
Added to (≥+25% shares)
| Issuer | % book | Δ shares | Conviction | Business |
|---|
| none |
Top holdings now
| Issuer | % book | Business |
|---|
| $CEG · CONSTELLATION ENERGY CORP | 97.1% | Largest US nuclear power generator |
| $PCG · PG&E CORP | 2.0% | California electric and gas utility |
| $SHEN · SHENANDOAH TELECOMMUNICATION | 0.8% | |
| $CLNE · CLEAN ENERGY FUELS CORP | 0.1% | |