Clean Energy Transition LLP Top Holdings and 13F Report (2025) About Clean Energy Transition LLPInvestment ActivityClean Energy Transition LLP has $808.17 million in total holdings as of March 31, 2025.Clean Energy Transition LLP owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 30.97% of the portfolio was purchased this quarter.About 246.63% of the portfolio was sold this quarter.This quarter, Clean Energy Transition LLP has purchased 16 new stocks and bought additional shares in 7 stocks.Clean Energy Transition LLP sold shares of 3 stocks and completely divested from 6 stocks this quarter.Largest Holdings First Solar $186,577,302nVent Electric $118,472,765Stanley Black & Decker $105,589,529Emerson Electric $73,494,104Williams Companies $60,804,784 Largest New Holdings this Quarter 962166104 - Weyerhaeuser $55,428,680 Holding23345M107 - DT Midstream $16,966,201 Holding Largest Purchases this Quarter First Solar 540,589 shares (about $68.35M)Weyerhaeuser 1,893,056 shares (about $55.43M)Stanley Black & Decker 632,029 shares (about $48.59M)Williams Companies 387,373 shares (about $23.15M)DT Midstream 175,852 shares (about $16.97M) Largest Sales this Quarter Emerson Electric 987,976 shares (about $108.32M)GE VERNOVA INC 311,475 shares (about $95.09M)Fortive 126,264 shares (about $9.24M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClean Energy Transition LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorFSLRFirst Solar$186,577,302$68,346,667 ▲57.8%1,475,73623.1%EnergyNVTnVent Electric$118,472,765$7,569,605 ▲6.8%2,260,06814.7%Computer and TechnologySWKStanley Black & Decker$105,589,529$48,590,390 ▲85.2%1,373,43313.1%IndustrialsEMREmerson Electric$73,494,104$108,321,689 ▼-59.6%670,3229.1%IndustrialsWMBWilliams Companies$60,804,784$23,149,410 ▲61.5%1,017,4837.5%EnergyWYWeyerhaeuser$55,428,680$55,428,680 ▲New Holding1,893,0566.9%ConstructionFTVFortive$48,161,222$9,240,000 ▼-16.1%658,1206.0%Computer and TechnologyETNEaton$42,179,589$11,554,950 ▲37.7%155,1695.2%IndustrialsEQTEQT$41,617,589$12,998,878 ▲45.4%778,9185.1%EnergyWCCWESCO International$32,299,294$5,691,900 ▲21.4%207,9804.0%Computer and TechnologyGE VERNOVA INC$26,581,951$95,087,089 ▼-78.2%87,0743.3%COMDTMDT Midstream$16,966,201$16,966,201 ▲New Holding175,8522.1%EnergyTesla Inc$0$1,695,360,704 ▼-100.0%00.0%PUTGNRCGenerac$0$31,433,131 ▼-100.0%00.0%IndustrialsCOHRCoherent$0$23,951,250 ▼-100.0%00.0%Business ServicesAZPNAspen Technology$0$18,047,750 ▼-100.0%00.0%Computer and TechnologySIISprott$0$8,196,667 ▼-100.0%00.0%FinancePNWPinnacle West Capital$0$3,526,856 ▼-100.0%00.0%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
