Institutional Manager · CIK 0001911523
Clean Energy Transition LLP
London, X0 · File #028-22266
Latest AUM
$1.20B
Positions
12
Top-10 Concentration
97.6%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| EXITED | EXXON MOBIL CORP | 30231G102 | -2,000,000 | -$225.5M | $0 |
| ADD | EMERSON ELEC CO | EMR | +711,664 | +$94.5M | +$984,922 |
| EXITED | CONSOLIDATED EDISON INC | 209115104 | -764,387 | -$76.8M | $0 |
| NEW | CANADIAN NATL RY CO | 136375102 | +478,184 | +$47.3M | $0 |
| REDUCE | AAON INC | AAON | -469,308 | -$35.8M | -$8.8M |
| EXITED | EATON CORP PLC | G29183103 | -52,143 | -$19.5M | $0 |
| ADD | NVENT ELECTRIC PLC | NVT | +155,783 | +$15.9M | +$4.5M |
| ADD | STANLEY BLACK & DECKER INC | SWK | +136,855 | +$10.2M | -$139,961 |
| ADD | FIRST SOLAR INC | FSLR | +31,754 | +$8.3M | +$45.5M |
| REDUCE | PENTAIR PLC | PNR | -65,844 | -$6.9M | -$2.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202512 pos · $1.20B
- 13F HOLDINGS REPORTQ/E Sep 202515 pos · $1.36B
- 13F HOLDINGS REPORTQ/E Jun 202517 pos · $1.25B
- 13F HOLDINGS REPORTQ/E Mar 202513 pos · $808.2M
- 13F HOLDINGS REPORTQ/E Dec 202416 pos · $2.67B
- 13F HOLDINGS REPORTQ/E Sep 202412 pos · $1.95B
- 13F HOLDINGS REPORTQ/E Jun 202412 pos · $1.84B
- 13F HOLDINGS REPORTQ/E Mar 202413 pos · $1.35B
- 13F HOLDINGS REPORTQ/E Dec 20236 pos · $687.3M
Top 12 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | FIRST SOLAR INC | FSLR | 1,148,982 | $300.1M | 25.04% |
| 2 | STANLEY BLACK & DECKER INC | SWK | 2,936,073 | $218.1M | 18.20% |
| 3 | EMERSON ELEC CO | EMR | 1,351,224 | $179.3M | 14.96% |
| 4 | NVENT ELECTRIC PLC | NVT | 1,506,140 | $153.6M | 12.81% |
| 5 | OWENS CORNING NEW | OC | 563,542 | $63.1M | 5.26% |
| 6 | FORTIVE CORP | FTV | 1,054,309 | $58.2M | 4.86% |
| 7 | OTIS WORLDWIDE CORP | OTIS | 595,603 | $52.0M | 4.34% |
| 8 | WESCO INTL INC | 95082P105 | 211,420 | $51.7M | 4.32% |
| 9 | CANADIAN NATL RY CO | 136375102 | 478,184 | $47.3M | 3.94% |
| 10 | RALLIANT CORP | RAL | 901,957 | $45.9M | 3.83% |
| 11 | PENTAIR PLC | PNR | 247,161 | $25.7M | 2.15% |
| 12 | AAON INC | AAON | 44,134 | $3.4M | 0.28% |