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Clean Energy Transition LLP

CIK 1911523 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Clean Energy Transition LLP reported 14 US-listed holdings worth $1.44 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: First Solar, Inc. (21.0%), Stanley Black & Decker, Inc. (17.2%) and Emerson Electric Co. (12.4%). Against the quarter before, it opened 2 positions, added to 5, trimmed 7 and sold out of 2.

Reported holdings$1.44B+17.8% on Q1 2026
Positions14as many as Q1 2026
The largest ten94.4%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
OpenedAdded toTrimmed
FSLR21.0%SWK17.2%EMR12.4%OTIS11.5%NVT8.1%OC7.8%RAL5.0%ED4.8%PNR4.2%XEL2.4%FTV2.2%TKR1.6%ETN1.2%

The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $902.4 million in 11 positions$902MQ3 24Q4 2024: $976.3 million in 15 positions$976MQ4 24Q1 2025: $714.8 million in 12 positions$715MQ1 25Q2 2025: $1.02 billion in 16 positions$1.02BQ2 25Q3 2025: $1.14 billion in 14 positions$1.14BQ3 25Q4 2025: $1.20 billion in 12 positions$1.20BQ4 25Q1 2026: $1.22 billion in 14 positions$1.22BQ1 26Q2 2026: $1.44 billion in 14 positions$1.44BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 2Added 5Trimmed 7Sold out 2
Opened: 2Added: 5Trimmed: 7Sold out: 2

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Consolidated Edison Inc. ED$68.5 million
  2. Xcel Energy Inc. XEL$34.6 million

Added to 5

  1. Otis Worldwide Corp. OTIS+1.6 million shares · +225%
  2. Owens Corning OC+130,432 shares · +23%
  3. Pentair plc PNR+212,264 shares · +38%
  4. Emerson Electric Co. EMR+24,427 shares · +2%
  5. Stanley Black & Decker, Inc. SWK+29,384 shares · +1%

Trimmed 7

  1. nVent Electric plc NVT-518,564 shares · -43%
  2. First Solar, Inc. FSLR-148,350 shares · -10%
  3. EQT Corp. EQT-586,251 shares · -79%
  4. Timken Co. TKR-176,321 shares · -53%
  5. Eaton Corp. plc ETN-46,605 shares · -53%
  6. Fortive Corp. FTV-212,712 shares · -29%
  7. Ralliant Corp. RAL-156,300 shares · -14%

Sold out of 2

  1. Diamondback Energy, Inc. FANG$56.6 million last quarter
  2. Wesco International Inc. WCC$28.2 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
First Solar, Inc. FSLR1,278,237$301.6 million21.00%-148,350
Stanley Black & Decker, Inc. SWK2,630,774$247.6 million17.24%+29,384
Emerson Electric Co. EMR1,247,352$178.6 million12.44%+24,427
Otis Worldwide Corp. OTIS2,305,007$165.0 million11.49%+1,596,659
nVent Electric plc NVT683,347$115.9 million8.07%-518,564
Owens Corning OC705,286$112.1 million7.81%+130,432
Ralliant Corp. RAL980,665$72.2 million5.03%-156,300
Consolidated Edison Inc. ED619,179$68.5 million4.77%new
Pentair plc PNR778,135$59.7 million4.15%+212,264
Xcel Energy Inc. XEL430,722$34.6 million2.41%new
Fortive Corp. FTV512,269$31.3 million2.18%-212,712
Timken Co. TKR155,419$22.6 million1.57%-176,321
Eaton Corp. plc ETN41,909$17.9 million1.24%-46,605
EQT Corp. EQT158,258$8.4 million0.59%-586,251
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 2 it sold out of are in the box above.