Clean Energy Transition LLP reported 14 positions worth $1.44B for the quarter ended Jun 30, 2026, up 17.8% on the prior quarter. It opened 2 new positions, added to 5, trimmed 7 and exited 2. Its largest holding is First Solar, Inc. at 21% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| OTIS Otis Worldwide Corp | +1.60M | +225.4% | $114.32M | 11.49% |
| ED Consolidated Edison Inc | +619.2K | – | $68.50M | 4.77% |
| XEL Xcel Energy Inc | +430.7K | – | $34.59M | 2.41% |
| OC Owens Corning | +130.4K | +22.7% | $20.73M | 7.81% |
| PNR PENTAIR plc | +212.3K | +37.5% | $16.27M | 4.15% |
| EMR Emerson Electric Co | +24.4K | +2.0% | $3.50M | 12.44% |
| SWK Stanley Black & Decker, Inc. | +29.4K | +1.1% | $2.77M | 17.24% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| NVT nVent Electric plc | -518.6K | -43.1% | $87.95M | 8.07% |
| FANG Diamondback Energy, Inc. | -286.3K | -100.0% | $56.63M | Exited |
| FSLR First Solar, Inc. | -148.4K | -10.4% | $35.00M | 21% |
| EQT EQT Corp | -586.3K | -78.7% | $31.17M | 0.586% |
| WCC Wesco International Inc | -103.2K | -100.0% | $28.23M | Exited |
| TKR Timken Co | -176.3K | -53.2% | $25.62M | 1.57% |
| ETN Eaton Corp plc | -46.6K | -52.7% | $19.86M | 1.24% |
| FTV Fortive Corp | -212.7K | -29.3% | $12.99M | 2.18% |
| RAL Ralliant Corp | -156.3K | -13.7% | $11.51M | 5.03% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | FSLR First Solar, Inc. | Industrials | 1.28M | $301.61M | 21% | -148.4K | -10.4% | Reduced | 1.19% |
| 2 | SWK Stanley Black & Decker, Inc. | Industrials | 2.63M | $247.61M | 17.24% | +29.4K | +1.1% | Added | 1.69% |
| 3 | EMR Emerson Electric Co | Industrials | 1.25M | $178.56M | 12.44% | +24.4K | +2.0% | Added | 0.22% |
| 4 | OTIS Otis Worldwide Corp | Industrials | 2.31M | $165.04M | 11.49% | +1.60M | +225.4% | Added | 0.6% |
| 5 | NVT nVent Electric plc | Industrials | 683.3K | $115.90M | 8.07% | -518.6K | -43.1% | Reduced | 0.42% |
| 6 | OC Owens Corning | Industrials | 705.3K | $112.11M | 7.81% | +130.4K | +22.7% | Added | 0.88% |
| 7 | RAL Ralliant Corp | Technology | 980.7K | $72.21M | 5.03% | -156.3K | -13.7% | Reduced | 0.87% |
| 8 | ED Consolidated Edison Inc | Utilities | 619.2K | $68.50M | 4.77% | +619.2K | – | New | 0.17% |
| 9 | PNR PENTAIR plc | Industrials | 778.1K | $59.65M | 4.15% | +212.3K | +37.5% | Added | 0.48% |
| 10 | XEL Xcel Energy Inc | Utilities | 430.7K | $34.59M | 2.41% | +430.7K | – | New | 0.07% |
| 11 | FTV Fortive Corp | Industrials | 512.3K | $31.29M | 2.18% | -212.7K | -29.3% | Reduced | 0.17% |
| 12 | TKR Timken Co | Industrials | 155.4K | $22.59M | 1.57% | -176.3K | -53.2% | Reduced | 0.22% |
| 13 | ETN Eaton Corp plc | Industrials | 41.9K | $17.86M | 1.24% | -46.6K | -52.7% | Reduced | 0.01% |
| 14 | EQT EQT Corp | Energy | 158.3K | $8.41M | 0.586% | -586.3K | -78.7% | Reduced | 0.03% |
Tip. Select a row to see that position’s full history at Clean Energy Transition LLP.
As of its Q2 2026 13F filing, Clean Energy Transition LLP’s five largest positions were First Solar, Inc. (FSLR) at 21.0%, Stanley Black & Decker, Inc. (SWK) at 17.2%, Emerson Electric Co (EMR) at 12.4%, Otis Worldwide Corp (OTIS) at 11.5%, nVent Electric plc (NVT) at 8.1% of the reported portfolio.
Clean Energy Transition LLP reported a 13F portfolio worth $1.44B across 14 positions for Q2 2026. That is up 17.8% from the previous quarter.
Its largest purchases by value were Otis Worldwide Corp ($114.32M), Consolidated Edison Inc ($68.50M), Xcel Energy Inc ($34.59M). It opened 2 new positions.
Its largest sales by value were nVent Electric plc ($87.95M), Diamondback Energy, Inc. ($56.63M), First Solar, Inc. ($35.00M). It exited 2 positions entirely.
From the Form 13F-HR reports Clean Energy Transition LLP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.