Clean Energy Transition Llp

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0001911523

Type: FundHoldings: 12Value: $714.9MLatest: 2025Q1

Clean Energy Transition LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 12 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "EMR",
  "SWK",
  "EQT",
  "FTV",
  "DTM",
  "WY",
  "FSLR",
  "WCC",
  "WMB",
  "GEV",
  "NVT",
  "ETN"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-12
Total Holdings: 12
Total Value: 714938977
Accession Number: 0000902664-25-002263
Form Type: 13F-HR
CIK: clean-energy-transition-llp
Manager Name: Clean-Energy-Transition-Llp

Data Enrichment

100% identified

12 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

12 positions • $714.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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nVent Electric plc

NVT|G6700G107

Shares:2.3M

Value:$118.5M

% of Portfolio:16.6% ($118.5M/$714.9M)

STANLEY BLACK & DECKER, INC.

SWK|854502101

Shares:1.4M

Value:$105.6M

% of Portfolio:14.8% ($105.6M/$714.9M)

FIRST SOLAR, INC.

FSLR|336433107

Shares:738.3K

Value:$93.3M

% of Portfolio:13.1% ($93.3M/$714.9M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:670.3K

Value:$73.5M

% of Portfolio:10.3% ($73.5M/$714.9M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:1.0M

Value:$60.8M

% of Portfolio:8.5% ($60.8M/$714.9M)

WEYERHAEUSER CO

WY|962166104

Shares:1.9M

Value:$55.4M

% of Portfolio:7.8% ($55.4M/$714.9M)

Fortive Corp

FTV|34959J108

Shares:658.1K

Value:$48.2M

% of Portfolio:6.7% ($48.2M/$714.9M)

Eaton Corp plc

ETN|G29183103

Shares:155.2K

Value:$42.2M

% of Portfolio:5.9% ($42.2M/$714.9M)

EQT Corp

EQT|26884L109

Shares:778.9K

Value:$41.6M

% of Portfolio:5.8% ($41.6M/$714.9M)

WESCO INTERNATIONAL INC

WCC|95082P105

Shares:208.0K

Value:$32.3M

% of Portfolio:4.5% ($32.3M/$714.9M)

GE Vernova Inc.

GEV|36828A101

Shares:87.1K

Value:$26.6M

% of Portfolio:3.7% ($26.6M/$714.9M)

DT Midstream, Inc.

DTM|23345M107

Shares:175.9K

Value:$17.0M

% of Portfolio:2.4% ($17.0M/$714.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
nVent Electric plc(NVTcusipG6700G107)	2.3M	QoQ +6.82% (-144.4K) YoY +1.79% (-39.9K)	All Managers (Combined)	$118.5M	16.6% ($118.5M/$714.9M)	QoQ -17.84% (-$25.7M) YoY -29.22% (-$48.9M)
STANLEY BLACK & DECKER, INC.(SWKcusip854502101)	1.4M	QoQ +85.24% (+632.0K) YoY -25.07% (-459.6K)	All Managers (Combined)	$105.6M	14.8% ($105.6M/$714.9M)	QoQ +77.37% (+$46.1M) YoY -41.17% (-$73.9M)
FIRST SOLAR, INC.(FSLRcusip336433107)	738.3K	QoQ -21.04% (-196.8K) YoY +38.82% (+206.5K)	All Managers (Combined)	$93.3M	13.1% ($93.3M/$714.9M)	QoQ -43.36% (-$71.5M) YoY +3.97% (+$3.6M)
EMERSON ELECTRIC CO(EMRcusip291011104)	670.3K	QoQ -59.57% (-988.0K) YoY -64.44% (-1.2M)	All Managers (Combined)	$73.5M	10.3% ($73.5M/$714.9M)	QoQ -64.23% (-$132.0M) YoY -65.62% (-$140.3M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	1.0M	QoQ +61.47% (+387.4K) YoY NEW(+1.0M)	All Managers (Combined)	$60.8M	8.5% ($60.8M/$714.9M)	QoQ +78.30% (+$26.7M) YoY NEW(+$60.8M)
WEYERHAEUSER CO(WYcusip962166104)	1.9M	QoQ NEW(+1.9M) YoY NEW(+1.9M)	All Managers (Combined)	$55.4M	7.8% ($55.4M/$714.9M)	QoQ NEW(+$55.4M) YoY NEW(+$55.4M)
Fortive Corp(FTVcusip34959J108)	658.1K	QoQ -16.09% (-126.3K) YoY NEW(+658.1K)	All Managers (Combined)	$48.2M	6.7% ($48.2M/$714.9M)	QoQ -18.13% (-$10.7M) YoY NEW(+$48.2M)
Eaton Corp plc(ETNcusipG29183103)	155.2K	QoQ +37.73% (+42.5K) YoY -66.82% (-312.6K)	All Managers (Combined)	$42.2M	5.9% ($42.2M/$714.9M)	QoQ +12.81% (+$4.8M) YoY -71.15% (-$104.1M)
EQT Corp(EQTcusip26884L109)	778.9K	QoQ +45.42% (+243.3K) YoY NEW(+778.9K)	All Managers (Combined)	$41.6M	5.8% ($41.6M/$714.9M)	QoQ +68.50% (+$16.9M) YoY NEW(+$41.6M)
WESCO INTERNATIONAL INC(WCCcusip95082P105)	208.0K	QoQ +21.39% (+36.7K) YoY NEW(+208.0K)	All Managers (Combined)	$32.3M	4.5% ($32.3M/$714.9M)	QoQ +4.17% (+$1.3M) YoY NEW(+$32.3M)
GE Vernova Inc.(GEVcusip36828A101)	87.1K	QoQ -78.15% (-311.5K) YoY NEW(+87.1K)	All Managers (Combined)	$26.6M	3.7% ($26.6M/$714.9M)	QoQ -79.72% (-$104.5M) YoY NEW(+$26.6M)
DT Midstream, Inc.(DTMcusip23345M107)	175.9K	QoQ NEW(+175.9K) YoY NEW(+175.9K)	All Managers (Combined)	$17.0M	2.4% ($17.0M/$714.9M)	QoQ NEW(+$17.0M) YoY NEW(+$17.0M)