Clean Energy Transition LLP reported 14 holdings worth US$1.44B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Clean Energy Transition LLP reported 14 holdings worth US$1.44B as of Jun 30, 2026. Largest: First Solar, Inc., Stanley Black & Decker, Inc. and Emerson Electric Company. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 14
- Value as reported
- US$1.44B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| First Solar, Inc. | 1.28M | US$302M | 21.0% |
| Stanley Black & Decker, Inc. | 2.63M | US$248M | 17.2% |
| Emerson Electric Company | 1.25M | US$179M | 12.4% |
| Otis Worldwide Corporation | 2.31M | US$165M | 11.5% |
| Owens Corning Inc | 705K | US$112M | 7.8% |
| Ralliant Corporation | 981K | US$72.2M | 5.0% |
| Consolidated Edison, Inc. | 619K | US$68.5M | 4.8% |
| Xcel Energy Inc. | 431K | US$34.6M | 2.4% |
| Fortive Corporation | 512K | US$31.3M | 2.2% |
| Timken Company (the) | 155K | US$22.6M | 1.6% |
| Eqt Corporation | 158K | US$8.41M | 0.59% |
| Diamondback Energy, Inc. | 0 | US$0 | 0.00% |
| Wesco International, Inc. | 0 | US$0 | 0.00% |