Clean Energy Transition LLP 13F Holdings · Q2 2026
Clean Energy Transition LLP reported 14 securities worth $1.44B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: FSLR (21.00%), SWK (17.24%), EMR (12.44%). Among its top 25 positions this quarter: 2 new, 5 added, 7 trimmed, 3 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | FSLR | FIRST SOLAR INC | $301.6M | 21.00% | 1.3M | Trimmed |
| 2 | SWK | STANLEY BLACK & DECKER INC | $247.6M | 17.24% | 2.6M | Added |
| 3 | EMR | EMERSON ELEC CO | $178.6M | 12.44% | 1.2M | Added |
| 4 | OTIS | OTIS WORLDWIDE CORP | $165.0M | 11.49% | 2.3M | Added |
| 5 | NVT | NVENT ELEC PLC | $115.9M | 8.07% | 683,347 | Trimmed |
| 6 | OC | OWENS CORNING NEW | $112.1M | 7.81% | 705,286 | Added |
| 7 | RAL | RALLIANT CORP | $72.2M | 5.03% | 980,665 | Trimmed |
| 8 | ED | CONSOLIDATED EDISON INC | $68.5M | 4.77% | 619,179 | New |
| 9 | PNR | PENTAIR PLC | $59.7M | 4.15% | 778,135 | Added |
| 10 | XEL | XCEL ENERGY INC | $34.6M | 2.41% | 430,722 | New |
| 11 | FTV | FORTIVE CORP | $31.3M | 2.18% | 512,269 | Trimmed |
| 12 | TKR | TIMKEN CO | $22.6M | 1.57% | 155,419 | Trimmed |
| 13 | ETN | EATON CORP PLC | $17.9M | 1.24% | 41,909 | Trimmed |
| 14 | EQT | EQT CORP | $8.4M | 0.59% | 158,258 | Trimmed |
| 15 | FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | Exited |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | Exited |
| 17 | WCC | WESCO INTL INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR