Clean Energy Transition LLP
Filing Date
Global Rank
#2,008
/ 8,795
▼ 421
· as of Jun 2026
Top Industry
Specialty Industrial Machinery
29.3%
Period ended 3 months ago
Filed Aug 14, 2026 · 53d
19 quarters · since Dec 2021
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
14 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
21.0%
+0.3 pts
Top 5
70.2%
−0.4 pts
Top 10
94.4%
+6.2 pts
HHI
1,232
Diversified+39
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 64.0% | $919,315,714 |
| Technology | 28.2% | $405,113,678 |
| Utilities | 7.2% | $103,086,748 |
| Energy | 0.6% | $8,414,577 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
5 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| OTIS | Otis Worldwide Corp | +1,596,659 | 2,305,007 | $165,038,501 | |
| PNR | PENTAIR plc | +212,264 | 778,135 | $59,651,829 | |
| OC | Owens Corning | +130,432 | 705,286 | $112,112,262 | |
| SWK | Stanley Black & Decker, Inc. | +29,384 | 2,630,774 | $247,608,448 | |
| EMR | Emerson Electric Co | +24,427 | 1,247,352 | $178,558,438 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
7 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EQT | EQT Corp | −586,251 | 158,258 | $8,414,577 | |
| NVT | nVent Electric plc | −518,564 | 683,347 | $115,902,484 | |
| FTV | Fortive Corp | −212,712 | 512,269 | $31,294,513 | |
| TKR | Timken Co | −176,321 | 155,419 | $22,585,489 | |
| RAL | Ralliant Corp | −156,300 | 980,665 | $72,206,363 | |
| FSLR | First Solar, Inc. | −148,350 | 1,278,237 | $301,612,802 | |
| ETN | Eaton Corp plc | −46,605 | 41,909 | $17,858,263 | |
| No positions match the current search. | |||||
14 tracked positions ·
$1,435,930,717 total
· filing declares
14 positions · $1,435,930,726
· as of Jun 30, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| FSLR |
First Solar, Inc.
Technology
|
Reduced | 1,278,237 | $301,612,802 | 21.00% | |
| SWK |
Stanley Black & Decker, Inc.
Industrials
|
Added | 2,630,774 | $247,608,448 | 17.24% | |
| EMR |
Emerson Electric Co
Industrials
|
Added | 1,247,352 | $178,558,438 | 12.44% | |
| OTIS |
Otis Worldwide Corp
Industrials
|
Added | 2,305,007 | $165,038,501 | 11.49% | |
| NVT |
nVent Electric plc
Industrials
|
Reduced | 683,347 | $115,902,484 | 8.07% | |
| OC |
Owens Corning
Industrials
|
Added | 705,286 | $112,112,262 | 7.81% | |
| RAL |
Ralliant Corp
Technology
|
Reduced | 980,665 | $72,206,363 | 5.03% | |
| ED |
Consolidated Edison Inc
Utilities
|
NEW | 619,179 | $68,499,772 | 4.77% | |
| PNR |
PENTAIR plc
Industrials
|
Added | 778,135 | $59,651,829 | 4.15% | |
| XEL |
Xcel Energy Inc
Utilities
|
NEW | 430,722 | $34,586,976 | 2.41% | |
| FTV |
Fortive Corp
Technology
|
Reduced | 512,269 | $31,294,513 | 2.18% | |
| TKR |
Timken Co
Industrials
|
Reduced | 155,419 | $22,585,489 | 1.57% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 41,909 | $17,858,263 | 1.24% | |
| EQT |
EQT Corp
Energy
|
Reduced | 158,258 | $8,414,577 | 0.59% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.