Clean Energy Transition LLP Top Holdings and 13F Report (2025) About Clean Energy Transition LLPInvestment ActivityClean Energy Transition LLP has $1.25 billion in total holdings as of June 30, 2025.Clean Energy Transition LLP owns shares of 17 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 46.81% of the portfolio was purchased this quarter.About 22.93% of the portfolio was sold this quarter.This quarter, Clean Energy Transition LLP has purchased 12 new stocks and bought additional shares in 6 stocks.Clean Energy Transition LLP sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Tesla $227,126,900Emerson Electric $165,358,399nVent Electric $142,977,115First Solar $124,809,545Stanley Black & Decker $120,965,051 Largest New Holdings this Quarter 88160R101 - Tesla $227,126,900 Holding209115104 - Consolidated Edison $56,753,344 Holding499049104 - Knight-Swift Transportation $51,817,126 Holding68902V107 - Otis Worldwide $32,578,273 Holding750940108 - RALLIANT CORP $25,674,679 Holding Largest Purchases this Quarter Tesla 715,000 shares (about $227.13M)Emerson Electric 569,897 shares (about $75.98M)Consolidated Edison 565,554 shares (about $56.75M)Knight-Swift Transportation 1,171,538 shares (about $51.82M)Otis Worldwide 329,007 shares (about $32.58M) Largest Sales this Quarter First Solar 721,782 shares (about $119.48M)Williams Companies 576,201 shares (about $36.19M)GE VERNOVA INC 55,151 shares (about $29.18M)Eaton 65,993 shares (about $23.56M)nVent Electric 308,162 shares (about $22.57M) 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 PortfolioSectorTSLATesla$227,126,900$227,126,900 ▲New Holding715,00018.2%Auto/Tires/TrucksEMREmerson Electric$165,358,399$75,984,367 ▲85.0%1,240,21913.2%IndustrialsNVTnVent Electric$142,977,115$22,572,867 ▼-13.6%1,951,90611.4%Computer and TechnologyFSLRFirst Solar$124,809,545$119,483,792 ▼-48.9%753,95410.0%EnergySWKStanley Black & Decker$120,965,051$27,914,965 ▲30.0%1,785,4629.7%IndustrialsEQTEQT$62,285,060$16,858,562 ▲37.1%1,067,9885.0%EnergyFTVFortive$58,959,812$24,652,016 ▲71.9%1,131,0154.7%Computer and TechnologyEDConsolidated Edison$56,753,344$56,753,344 ▲New Holding565,5544.5%UtilitiesKNXKnight-Swift Transportation$51,817,126$51,817,126 ▲New Holding1,171,5384.1%TransportationWCCWESCO International$42,102,257$3,584,361 ▲9.3%227,3343.4%Computer and TechnologyDTMDT Midstream$35,694,701$16,366,808 ▲84.7%324,7632.9%EnergyOTISOtis Worldwide$32,578,273$32,578,273 ▲New Holding329,0072.6%IndustrialsETNEaton$31,834,940$23,558,841 ▼-42.5%89,1762.5%IndustrialsWMBWilliams Companies$27,716,922$36,191,184 ▼-56.6%441,2822.2%EnergyRALLIANT CORP$25,674,679$25,674,679 ▲New Holding529,4842.1%COMPNRPentair$25,353,838$25,353,838 ▲New Holding246,9692.0%Business ServicesGE VERNOVA INC$16,892,055$29,183,151 ▼-63.3%31,9231.4%COMWYWeyerhaeuser$0$55,428,680 ▼-100.0%00.0%ConstructionShowing 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.
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