Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 11
- −5 vs. Q3 2022
- Portfolio value
- $626.3M
- −$7.35M (−1.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| FSLRFirst Solar, Inc. | Stock | 1,258,622 | $188.5M | 30.1% | +78,314+6.6% | Added | History |
| GEGeneral Electric Co | Stock | 1,307,467 | $109.6M | 17.5% | +1,230,210+1,592.4% | Added | History |
| APDAir Products & Chemicals, Inc. | Stock | 345,607 | $106.5M | 17.0% | +105,534+44.0% | Added | History |
| NVTnVent Electric plc | SHS | 2,393,437 | $92.1M | 14.7% | +231,319+10.7% | Added | History |
| CARRCarrier Global Corp | Stock | 1,231,054 | $50.8M | 8.1% | +799,605+185.3% | Added | History |
| ESEversource Energy | Stock | 244,895 | $20.5M | 3.3% | −66,392−21.3% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 312,418 | $19.7M | 3.1% | −500,502−61.6% | Reduced | History |
| Freyr BatteryL4135L100 | COM | 2,097,193 | $18.2M | 2.9% | +1,494,343+247.9% | Added | – |
| BLBDBlue Bird Corp | COM | 1,069,916 | $11.5M | 1.8% | +543,972+103.4% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 104,445 | $7.85M | 1.3% | −87,302−45.5% | Reduced | History |
| Maxeon Solar Technologies LTY58473102 | SHS | 66,312 | $1.06M | 0.2% | +66,312 | New | – |
Sold out since Q3 2022 (6)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| CEGConstellation Energy Corp | Stock | 1,390,252 | $115.7M | 18.3% | History |
| Sunpower Corp867652406 | COM | 1,769,713 | $40.8M | 6.4% | – |
| CTRACoterra Energy Inc. | Stock | 1,420,452 | $37.1M | 5.9% | History |
| OTISOtis Worldwide Corp | Stock | 330,657 | $21.1M | 3.3% | History |
| ETNEaton Corp plc | Stock | 80,678 | $10.8M | 1.7% | History |
| AMPSAltus Power, Inc. | COM CL A | 557,965 | $6.14M | 1.0% | History |