Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 12, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 12
- 0 vs. Q1 2022
- Portfolio value
- $516.6M
- −$70.3M (−12.0%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CARRCarrier Global Corp | Stock | 2,422,004 | $86.4M | 16.7% | +249,638+11.5% | Added | History |
| CEGConstellation Energy Corp | Stock | 1,418,960 | $81.3M | 15.7% | +1,418,960 | New | History |
| NVTnVent Electric plc | SHS | 2,195,517 | $68.8M | 13.3% | −354,496−13.9% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 653,666 | $68.5M | 13.3% | +653,666 | New | History |
| XOMExxonMobil Holdings Corp | COM | 509,281 | $43.6M | 8.4% | −557,213−52.2% | Reduced | History |
| GEGeneral Electric Co | Stock | 681,755 | $43.4M | 8.4% | +120,456+21.5% | Added | History |
| OTISOtis Worldwide Corp | Stock | 504,514 | $35.7M | 6.9% | +39,750+8.6% | Added | History |
| ESEversource Energy | Stock | 418,979 | $35.4M | 6.9% | +33,011+8.6% | Added | History |
| ETNEaton Corp plc | Stock | 227,884 | $28.7M | 5.6% | −65,688−22.4% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 282,971 | $16.7M | 3.2% | −542,508−65.7% | Reduced | History |
| BLBDBlue Bird Corp | COM | 465,568 | $4.29M | 0.8% | −57,376−11.0% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 56,900 | $3.88M | 0.8% | −70,602−55.4% | Reduced | History |
Sold out since Q1 2022 (2)
Positions held at the end of Q1 2022 that are gone from this filing.