Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 14, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 12
- 0 vs. Q4 2023
- Portfolio value
- $1.01B
- +$279.0K (0.0%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EMREmerson Electric Co | Stock | 1,885,183 | $213.8M | 21.2% | +990,615+110.7% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 1,832,984 | $179.5M | 17.8% | −374,027−16.9% | Reduced | History |
| NVTnVent Electric plc | SHS | 2,220,190 | $167.4M | 16.6% | −320,355−12.6% | Reduced | History |
| ETNEaton Corp plc | Stock | 467,737 | $146.3M | 14.5% | −42,699−8.4% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 531,837 | $89.8M | 8.9% | −160,705−23.2% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 584,922 | $68.0M | 6.7% | +584,922 | New | History |
| OXYOccidental Petroleum Corp | Stock | 1,040,169 | $67.6M | 6.7% | +1,040,169 | New | History |
| EDConsolidated Edison Inc | Stock | 273,766 | $24.9M | 2.5% | +273,766 | New | History |
| TXNMTXNM Energy Inc | COM | 626,289 | $23.6M | 2.3% | +626,289 | New | History |
| AZPNAspen Technology, Inc. | COM | 103,667 | $22.1M | 2.2% | +103,667 | New | History |
| BLBDBlue Bird Corp | COM | 150,155 | $5.76M | 0.6% | −183,464−55.0% | Reduced | History |
| TPICQTpi Composites, Inc | COM | 342,496 | $996.7K | 0.1% | −48,824−12.5% | Reduced | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| TSLATesla, Inc. | Stock | $342.0M | – |
Sold out since Q4 2023 (5)
Positions held at the end of Q4 2023 that are gone from this filing.
| Security | Class | Shares in Q4 2023 | Value in Q4 2023 | % of portfolio in Q4 2023 | History |
|---|---|---|---|---|---|
| JCIJohnson Controls International plc | Stock | 2,160,879 | $124.6M | 12.3% | History |
| AGRAvangrid, Inc. | COM | 2,333,228 | $75.6M | 7.5% | History |
| ESEversource Energy | Stock | 651,027 | $40.2M | 4.0% | History |
| FLNCFluence Energy, Inc. | COM CL A | 1,346,910 | $32.1M | 3.2% | History |
| OTISOtis Worldwide Corp | Stock | 339,075 | $30.3M | 3.0% | History |