Basic Stats
Portfolio Value $ 1,248,900,017
Current Positions 17
Latest Holdings, Performance, AUM (from 13F, 13D)

Clean Energy Transition LLP has disclosed 17 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 1,248,900,017 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Clean Energy Transition LLP’s top holdings are Tesla, Inc. (US:TSLA) , Emerson Electric Co. (US:EMR) , nVent Electric plc (US:NVT) , First Solar, Inc. (US:FSLR) , and Stanley Black & Decker, Inc. (US:SWK) . Clean Energy Transition LLP’s new positions include Knight-Swift Transportation Holdings Inc. (US:KNX) , Ralliant Corporation (US:RAL) , Pentair plc (US:PNR) , .

Clean Energy Transition LLP - Portfolio Value
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Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.71 227.13 18.1862 18.1862
0.57 56.75 4.5443 4.5443
1.17 51.82 4.1490 4.1490
1.24 165.36 13.2403 4.1465
0.33 32.58 2.6086 2.6086
0.53 25.67 2.0558 2.0558
0.25 25.35 2.0301 2.0301
0.32 35.69 2.8581 0.7588
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.00 0.00 -11.5499
0.44 27.72 2.2193 -5.3044
1.79 120.97 9.6857 -3.3795
1.95 142.98 11.4482 -3.2111
0.09 31.83 2.5490 -2.6701
0.03 16.89 1.3526 -1.9366
0.75 124.81 9.9936 -1.5428
1.13 58.96 4.7209 -1.2383
0.23 42.10 3.3711 -0.6254
1.07 62.29 4.9872 -0.1624
13F and Fund Filings

This form was filed on 2025-08-11 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
TSLA / Tesla, Inc. Put 0.71 227.13 18.1862 18.1862
EMR / Emerson Electric Co. 1.24 85.02 165.36 125.00 13.2403 4.1465
NVT / nVent Electric plc 1.95 -13.64 142.98 20.68 11.4482 -3.2111
FSLR / First Solar, Inc. 0.75 2.24 124.81 33.87 9.9936 -1.5428
SWK / Stanley Black & Decker, Inc. 1.79 30.00 120.97 14.56 9.6857 -3.3795
EQT / EQT Corporation 1.07 37.11 62.29 49.66 4.9872 -0.1624
FTV / Fortive Corporation 1.13 71.86 58.96 22.42 4.7209 -1.2383
ED / Consolidated Edison, Inc. 0.57 56.75 4.5443 4.5443
KNX / Knight-Swift Transportation Holdings Inc. 1.17 51.82 4.1490 4.1490
WCC / WESCO International, Inc. 0.23 9.31 42.10 30.35 3.3711 -0.6254
DTM / DT Midstream, Inc. 0.32 84.68 35.69 110.39 2.8581 0.7588
OTIS / Otis Worldwide Corporation 0.33 32.58 2.6086 2.6086
ETN / Eaton Corporation plc 0.09 -42.53 31.83 -24.53 2.5490 -2.6701
WMB / The Williams Companies, Inc. 0.44 -56.63 27.72 -54.42 2.2193 -5.3044
RAL / Ralliant Corporation 0.53 25.67 2.0558 2.0558
PNR / Pentair plc 0.25 25.35 2.0301 2.0301
GEV / GE Vernova Inc. 0.03 -63.34 16.89 -36.45 1.3526 -1.9366
FSLR / First Solar, Inc. Call 0.00 -100.00 0.00 -100.00 -11.5499
WY / Weyerhaeuser Company 0.00 -100.00 0.00 0.0000