Clean Energy Transition LLP
14 holdingsFiling period: 2026-06-30Current AUM: $1.33Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | FSLR | FIRST SOLAR INC | 1.28M | $301.6M | $258.6M | 19.40% | -148,350 | 2026-06-30 |
| 2 | SWK | STANLEY BLACK & DECKER INC | 2.63M | $247.6M | $233.0M | 17.48% | +29.4K | 2026-06-30 |
| 3 | EMR | EMERSON ELEC CO | 1.25M | $178.6M | $183.4M | 13.75% | +24.4K | 2026-06-30 |
| 4 | OTIS | OTIS WORLDWIDE CORP | 2.31M | $165.0M | $157.9M | 11.84% | +1.60M | 2026-06-30 |
| 5 | — | NVENT ELEC PLC | 683.3K | $115.9M | $115.9M | 8.69% | -518,564 | 2026-06-30 |
| 6 | OC | OWENS CORNING NEW | 705.3K | $112.1M | $90.7M | 6.81% | +130.4K | 2026-06-30 |
| 7 | RAL | RALLIANT CORP | 980.7K | $72.2M | $64.3M | 4.82% | -156,300 | 2026-06-30 |
| 8 | ED | CONSOLIDATED EDISON INC | 619.2K | $68.5M | $65.2M | 4.89% | -- | 2026-06-30 |
| 9 | — | PENTAIR PLC | 778.1K | $59.7M | $59.7M | 4.47% | +212.3K | 2026-06-30 |
| 10 | XEL | XCEL ENERGY INC | 430.7K | $34.6M | $31.2M | 2.34% | -- | 2026-06-30 |
| 11 | FTV | FORTIVE CORP | 512.3K | $31.3M | $28.9M | 2.17% | -212,712 | 2026-06-30 |
| 12 | TKR | TIMKEN CO | 155.4K | $22.6M | $18.1M | 1.36% | -176,321 | 2026-06-30 |
| 13 | — | EATON CORP PLC | 41.9K | $17.9M | $17.9M | 1.34% | -46,605 | 2026-06-30 |
| 14 | EQT | EQT CORP | 158.3K | $8.4M | $8.4M | 0.63% | -586,251 | 2026-06-30 |
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