Clean Energy Transition Llp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Clean Energy Transition Llp disclosed 14 stock positions valued at approximately $1.44B as of quarter-end June 30, 2026. The largest holdings include FIRST SOLAR INC, STANLEY BLACK & DECKER INC, and EMERSON ELEC CO.
- Report Period
- June 30, 2026
- No. of Stocks
- 14
- Portfolio Value
- $1.44B
Holdings by Sector
Clean Energy Transition Llp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIRST SOLAR INC | FSLR | Technology | 21.00% | 1,278,237 | -148,350 | -10.40% | $301,612,803 |
| STANLEY BLACK & DECKER INC | SWK | Industrials | 17.24% | 2,630,774 | +29,384 | +1.13% | $247,608,449 |
| EMERSON ELEC CO | EMR | Industrials | 12.44% | 1,247,352 | +24,427 | +2.00% | $178,558,439 |
| OTIS WORLDWIDE CORP | OTIS | Industrials | 11.49% | 2,305,007 | +1,596,659 | +225.41% | $165,038,501 |
| NVENT ELEC PLC | NVT | Other | 8.07% | 683,347 | -518,564 | -43.14% | $115,902,485 |
| OWENS CORNING NEW | OC | Industrials | 7.81% | 705,286 | +130,432 | +22.69% | $112,112,263 |
| RALLIANT CORP | RAL | Other | 5.03% | 980,665 | -156,300 | -13.75% | $72,206,364 |
| CONSOLIDATED EDISON INC | ED | Utilities | 4.77% | 619,179 | +619,179 | +100.00% | $68,499,773 |
| PENTAIR PLC | PNR | Industrials | 4.15% | 778,135 | +212,264 | +37.51% | $59,651,829 |
| XCEL ENERGY INC | XEL | Utilities | 2.41% | 430,722 | +430,722 | +100.00% | $34,586,977 |
| FORTIVE CORP | FTV | Technology | 2.18% | 512,269 | -212,712 | -29.34% | $31,294,513 |
| TIMKEN CO | TKR | Industrials | 1.57% | 155,419 | -176,321 | -53.15% | $22,585,489 |
| EATON CORP PLC | ETN | Other | 1.24% | 41,909 | -46,605 | -52.65% | $17,858,263 |
| EQT CORP | EQT | Energy | 0.59% | 158,258 | -586,251 | -78.74% | $8,414,578 |
Showing 14 of 14 holdings in the latest reporting period.