Clean Energy Transition LLP
- SEC CIK
- 0001911523
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 11, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 16
- +4 vs. Q1 2025
- Portfolio value
- $1.02B
- +$306.9M (+42.9%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| EMREmerson Electric Co | Stock | 1,240,219 | $165.4M | 16.2% | +569,897+85.0% | Added | History |
| NVTnVent Electric plc | SHS | 1,951,906 | $143.0M | 14.0% | −308,162−13.6% | Reduced | History |
| FSLRFirst Solar, Inc. | Stock | 753,954 | $124.8M | 12.2% | +16,518+2.2% | Added | History |
| SWKStanley Black & Decker, Inc. | COM | 1,785,462 | $121.0M | 11.8% | +412,029+30.0% | Added | History |
| EQTEQT Corp | Stock | 1,067,988 | $62.3M | 6.1% | +289,070+37.1% | Added | History |
| FTVFortive Corp | Stock | 1,131,015 | $59.0M | 5.8% | +472,895+71.9% | Added | History |
| EDConsolidated Edison Inc | Stock | 565,554 | $56.8M | 5.6% | +565,554 | New | History |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 1,171,538 | $51.8M | 5.1% | +1,171,538 | New | History |
| WCCWesco International Inc | COM | 227,334 | $42.1M | 4.1% | +19,354+9.3% | Added | History |
| DTMDT Midstream, Inc. | COMMON STOCK | 324,763 | $35.7M | 3.5% | +148,911+84.7% | Added | History |
| OTISOtis Worldwide Corp | Stock | 329,007 | $32.6M | 3.2% | +329,007 | New | History |
| ETNEaton Corp plc | Stock | 89,176 | $31.8M | 3.1% | −65,993−42.5% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 441,282 | $27.7M | 2.7% | −576,201−56.6% | Reduced | History |
| RALRalliant Corp | Stock | 529,484 | $25.7M | 2.5% | +529,484 | New | History |
| PNRPENTAIR plc | SHS | 246,969 | $25.4M | 2.5% | +246,969 | New | History |
| GEVGE Vernova Inc. | Stock | 31,923 | $16.9M | 1.7% | −55,151−63.3% | 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 | $227.1M | – |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.