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Ecp Controlco, LLC

CIK:0001707921
Investment Adviser
$260M AUM
3 holdings
Short Hills, NJ, USA

ECP ControlCo, LLC is a distinguished investment firm focused on value investing. It primarily invests in the utilities and communication services sectors.

Investment Strategy

Value investing, focusing on utilities and communication services sectors.

Latest 13F Filing Activity

Ecp Controlco, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 3 equity positions with a total 13F market value of $141M. The fund increased holdings in Shenandoah Telecommunication, Clean Energy Fuels Corp., PG&E Corp.. Ecp Controlco, LLC reduced exposure to PG&E Corp., Clean Energy Fuels Corp., Shenandoah Telecommunication.

Top Buys
P
PCGPG&E CORP
-$23.1M
S
SHENSHENANDOAH TELECOMMUNICATION
+$6.3M
C
CLNECLEAN ENERGY FUELS CORP
+$1.0M
Top Sells
P
PCGPG&E CORP
-$23.1M
S
SHENSHENANDOAH TELECOMMUNICATION
+$6.3M
C
CLNECLEAN ENERGY FUELS CORP
+$1.0M

Top Holdings

P
PCGPG&E CORP
+70.2%$99.3M
S
SHENSHENANDOAH TELECOMMUNICATION
+26.2%$37.1M
C
CLNECLEAN ENERGY FUELS CORP
+3.6%$5.1M

Equity Positions (3)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
PG&E CORP70.21%$99.3M7,124,720$10.90$13.94-$23.1M
SHENANDOAH TELECOMMUNICATION26.21%$37.1M2,714,371$22.47$13.66+$6.3M
CLEAN ENERGY FUELS CORP3.58%$5.1M2,594,759$5.34$1.95+$1.0M

Industry Allocation

ELECTRIC & OTHER SERVICES COMBINED
+70.2%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+26.2%
GAS & OTHER SERVICES COMBINED
+3.6%