Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 12
- +6 vs. Q3 2023
- Portfolio value
- $1.01B
- +$322.1M (+46.9%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SWKStanley Black & Decker, Inc. | COM | 2,207,011 | $216.5M | 21.4% | −85,320−3.7% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,540,545 | $150.1M | 14.9% | +39,169+1.6% | Added | History |
| JCIJohnson Controls International plc | Stock | 2,160,879 | $124.6M | 12.3% | +2,160,879 | New | History |
| ETNEaton Corp plc | Stock | 510,436 | $122.9M | 12.2% | +2,446+0.5% | Added | History |
| FSLRFirst Solar, Inc. | Stock | 692,542 | $119.3M | 11.8% | −494,104−41.6% | Reduced | History |
| EMREmerson Electric Co | Stock | 894,568 | $87.1M | 8.6% | +894,568 | New | History |
| AGRAvangrid, Inc. | COM | 2,333,228 | $75.6M | 7.5% | +2,333,228 | New | History |
| ESEversource Energy | Stock | 651,027 | $40.2M | 4.0% | +651,027 | New | History |
| FLNCFluence Energy, Inc. | COM CL A | 1,346,910 | $32.1M | 3.2% | +1,346,910 | New | History |
| OTISOtis Worldwide Corp | Stock | 339,075 | $30.3M | 3.0% | +339,075 | New | History |
| BLBDBlue Bird Corp | COM | 333,619 | $8.99M | 0.9% | −839,452−71.6% | Reduced | History |
| TPICQTpi Composites, Inc | COM | 391,320 | $1.62M | 0.2% | +391,320 | New | History |
Sold out since Q3 2023 (1)
Positions held at the end of Q3 2023 that are gone from this filing.