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 | $223.0M | 16.72% | -148,350 | 2026-06-30 |
| 2 | SWK | Stanley Black & Decker Inc | 2.63M | $247.6M | $247.5M | 18.57% | +29.4K | 2026-06-30 |
| 3 | EMR | Emerson Elec Co | 1.25M | $178.6M | $200.1M | 15.01% | +24.4K | 2026-06-30 |
| 4 | OTIS | Otis Worldwide Corp | 2.31M | $165.0M | $166.1M | 12.46% | +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 | $78.9M | 5.91% | +130.4K | 2026-06-30 |
| 7 | RAL | Ralliant Corp | 980.7K | $72.2M | $65.7M | 4.92% | -156,300 | 2026-06-30 |
| 8 | ED | Consolidated Edison Inc | 619.2K | $68.5M | $69.3M | 5.20% | -- | 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 | $33.0M | 2.48% | -- | 2026-06-30 |
| 11 | FTV | Fortive Corp | 512.3K | $31.3M | $29.9M | 2.24% | -212,712 | 2026-06-30 |
| 12 | TKR | Timken Co | 155.4K | $22.6M | $17.6M | 1.32% | -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 | $8.7M | 0.65% | -586,251 | 2026-06-30 |
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