Managers / Q4 2019 · view latest →
ECP ControlCo, LLC
CIK 0001707921 · 40 BEECHWOOD ROAD, SUMMIT, NJ, 07901 · (973) 671-6100
Summary
Ecp Controlco, LLC reported $537M in U.S.-listed holdings across 3 positions for Q4 2019.
The portfolio is heavily concentrated: Sunnova Energy Intl alone accounts for 76.6% of reported value.
The book was largely unchanged from Q3 2019.
Portfolio Metrics
Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.
Reported Value by Quarter
Portfolio Composition
- Common Stock · 76.6% · $412M
- Other · 23.4% · $126M
Quarter-over-Quarter Changes full breakdown →
vs Q3 2019 (amended baseline)
| Issuer | Move | Share Δ | Shares now | Value Δ | Value now |
|---|---|---|---|---|---|
| NESCO HLDGS INC | HELD | +0 | 25.74M | −$48M | $106M |
| SUNNOVA ENERGY INTL INC | HELD | +0 | 36.88M | +$15M | $412M |
| RAMACO RES INC | HELD | +0 | 5.63M | −$901,000 | $20M |
Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.
Holdings — Q4 2019
| # | Issuer | Class | % Portfolio | Value ↓ | Shares |
|---|---|---|---|---|---|
| 1 | SUNNOVA ENERGY INTL INC | COM | 76.57% | $412M | 36.88M |
| 2 | NESCO HLDGS INC | COM | 19.68% | $106M | 25.74M |
| 3 | RAMACO RES INC | COM | 3.75% | $20M | 5.63M |
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $6.3B | 4 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025REVEALED | $251M | 5 | Feb 17, 2026 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2025 | $159M | 3 | Nov 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $141M | 3 | Aug 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $157M | 3 | May 15, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $260M | 4 | Feb 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $329M | 6 | Nov 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $324M | 7 | Aug 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $363M | 7 | May 15, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $461M | 8 | Feb 14, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $436M | 9 | Nov 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $499M | 8 | Aug 14, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q1 2023 | $499M | 8 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022REVEALED | $470M | 7 | Feb 14, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $442M | 7 | Nov 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $387M | 6 | Aug 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $537M | 6 | May 16, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $6.2B | 6 | Feb 14, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $998M | 6 | Nov 15, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $1.0B | 4 | Aug 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $1.0B | 5 | May 17, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $1.3B | 6 | Feb 16, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q3 2020 | $991M | 4 | Nov 16, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $745M | 3 | Aug 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $471M | 4 | May 15, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $537M | 3 | Feb 14, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $571M | 3 | Nov 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $30M | 1 | Aug 14, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $33M | 1 | May 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $28M | 1 | Feb 14, 2019 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 2 additional managers.
- Energy Capital Partners GP III, LP
- ENERGY CAPITAL PARTNERS III, LLC
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.