13F HOLDINGS REPORT
Clean Energy Transition LLP
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0000902664-25-003484
Total Value
$1.25B
Positions
17
Other Managers
0
Confidential Omitted
No
Holdings (17)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TESLA INC | TSLA | 715,000 | $227.1M | 18.19% |
| 2 | EMERSON ELEC CO | EMR | 1,240,219 | $165.4M | 13.24% |
| 3 | NVENT ELECTRIC PLC | NVT | 1,951,906 | $143.0M | 11.45% |
| 4 | FIRST SOLAR INC | FSLR | 753,954 | $124.8M | 9.99% |
| 5 | STANLEY BLACK & DECKER INC | SWK | 1,785,462 | $121.0M | 9.69% |
| 6 | EQT CORP | EQT | 1,067,988 | $62.3M | 4.99% |
| 7 | FORTIVE CORP | FTV | 1,131,015 | $59.0M | 4.72% |
| 8 | CONSOLIDATED EDISON INC | ED | 565,554 | $56.8M | 4.54% |
| 9 | KNIGHT-SWIFT TRANSN HLDGS IN | 499049104 | 1,171,538 | $51.8M | 4.15% |
| 10 | WESCO INTL INC | 95082P105 | 227,334 | $42.1M | 3.37% |
| 11 | DT MIDSTREAM INC | DTM | 324,763 | $35.7M | 2.86% |
| 12 | OTIS WORLDWIDE CORP | OTIS | 329,007 | $32.6M | 2.61% |
| 13 | EATON CORP PLC | ETN | 89,176 | $31.8M | 2.55% |
| 14 | WILLIAMS COS INC | 969457100 | 441,282 | $27.7M | 2.22% |
| 15 | RALLIANT CORP | RAL | 529,484 | $25.7M | 2.06% |
| 16 | PENTAIR PLC | PNR | 246,969 | $25.4M | 2.03% |
| 17 | GE VERNOVA INC | GEV | 31,923 | $16.9M | 1.35% |