ECP ControlCo, LLC Portfolio Holdings

Q3 2025•3 long positions•$159.5M portfolio value

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 PG&E PCG	Regulated Electric Utilities	$107.4M 67.38%	—	0.324% 7.1M shares	—	—	$33.1B Large Cap	Q1 2021 Held for 4y 8m
2 Shenandoah Telecom SHEN	Telecommunications Services Communication Services	$45.3M 28.42%	+$8.9M Bought	6.15% 3.4M shares	2.7M → 3.4M +$8.9M	+24.42%	$736.7M Small Cap	Q1 2022 Held for 3y 8m
3 Clean Energy Fuels CLNE	Oil & Gas Refining & Marketing Energy	$6.7M 4.2%	—	1.18% 2.6M shares	—	—	$565.8M Small Cap	Q3 2022 Held for 3y 2m

Holding3	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 PG&E PCG	Regulated Electric Utilities	$107.4M 67.38%	—	0.324% 7.1M shares	—	—	$33.1B Large Cap	Q1 2021 Held for 4y 8m
2 Shenandoah Telecom SHEN	Telecommunications Services Communication Services	$45.3M 28.42%	+$8.9M Bought	6.15% 3.4M shares	2.7M → 3.4M +$8.9M	+24.42%	$736.7M Small Cap	Q1 2022 Held for 3y 8m
3 Clean Energy Fuels CLNE	Oil & Gas Refining & Marketing Energy	$6.7M 4.2%	—	1.18% 2.6M shares	—	—	$565.8M Small Cap	Q3 2022 Held for 3y 2m

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