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Clean Energy Transition LLP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $1,435,930,726
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- FIRST SOLAR INC · COM · 336433107 · shares: $301,612,803
- STANLEY BLACK & DECKER INC · COM · 854502101 · shares: $247,608,449
- EMERSON ELEC CO · COM · 291011104 · shares: $178,558,439
- OTIS WORLDWIDE CORP · COM · 68902V107 · shares: $165,038,501
- NVENT ELEC PLC · SHS · G6700G107 · shares: $115,902,485
- OWENS CORNING NEW · COM · 690742101 · shares: $112,112,263
- RALLIANT CORP · COM · 750940108 · shares: $72,206,364
- CONSOLIDATED EDISON INC · COM · 209115104 · shares: $68,499,773
- PENTAIR PLC · SHS · G7S00T104 · shares: $59,651,829
- XCEL ENERGY INC · COM · 98389B100 · shares: $34,586,977
Reported holdings
14 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| FIRST SOLAR INC | COM | 336433107 | — | 1,278,237 shares | $301,612,803 |
| STANLEY BLACK & DECKER INC | COM | 854502101 | — | 2,630,774 shares | $247,608,449 |
| EMERSON ELEC CO | COM | 291011104 | — | 1,247,352 shares | $178,558,439 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 2,305,007 shares | $165,038,501 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 683,347 shares | $115,902,485 |
| OWENS CORNING NEW | COM | 690742101 | — | 705,286 shares | $112,112,263 |
| RALLIANT CORP | COM | 750940108 | — | 980,665 shares | $72,206,364 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 619,179 shares | $68,499,773 |
| PENTAIR PLC | SHS | G7S00T104 | — | 778,135 shares | $59,651,829 |
| XCEL ENERGY INC | COM | 98389B100 | — | 430,722 shares | $34,586,977 |
| FORTIVE CORP | COM | 34959J108 | — | 512,269 shares | $31,294,513 |
| TIMKEN CO | COM | 887389104 | — | 155,419 shares | $22,585,489 |
| EATON CORP PLC | SHS | G29183103 | — | 41,909 shares | $17,858,263 |
| EQT CORP | COM | 26884L109 | — | 158,258 shares | $8,414,578 |