Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 13, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 12
- 0 vs. Q1 2024
- Portfolio value
- $1.84B
- +$832.2M (+82.4%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TSLATesla, Inc. | Stock | 4,818,600 | $953.5M | 51.8% | +4,818,600 | New | History |
| EMREmerson Electric Co | Stock | 1,650,745 | $181.8M | 9.9% | −234,438−12.4% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 755,103 | $129.5M | 7.0% | +755,103 | New | History |
| FSLRFirst Solar, Inc. | Stock | 498,495 | $112.4M | 6.1% | −33,342−6.3% | Reduced | History |
| NVTnVent Electric plc | SHS | 1,440,724 | $110.4M | 6.0% | −779,466−35.1% | Reduced | History |
| SWKStanley Black & Decker, Inc. | COM | 1,331,404 | $106.4M | 5.8% | −501,580−27.4% | Reduced | History |
| ETNEaton Corp plc | Stock | 294,652 | $92.4M | 5.0% | −173,085−37.0% | Reduced | History |
| EDConsolidated Edison Inc | Stock | 897,553 | $80.3M | 4.4% | +623,787+227.9% | Added | History |
| IDAIdacorp Inc | COM | 527,143 | $49.1M | 2.7% | +527,143 | New | History |
| AZPNAspen Technology, Inc. | COM | 105,200 | $20.9M | 1.1% | +1,533+1.5% | Added | History |
| SIISprott Inc. | COM NEW | 92,308 | $3.82M | 0.2% | +92,308 | New | History |
| TPICQTpi Composites, Inc | COM | 342,496 | $1.37M | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (4)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 584,922 | $68.0M | 6.7% | History |
| OXYOccidental Petroleum Corp | Stock | 1,040,169 | $67.6M | 6.7% | History |
| TXNMTXNM Energy Inc | COM | 626,289 | $23.6M | 2.3% | History |
| BLBDBlue Bird Corp | COM | 150,155 | $5.76M | 0.6% | History |