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Clean Energy Transition LLP
hedge fundUpdated 27 days agoManaged by Clean Energy Transition Llp • Latest filing Q2 2026
Portfolio value
$1.4B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
2.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1.1B |
| Q2 2023 | $732.4M |
| Q3 2023 | $687.3M |
| Q4 2023 | $1B |
| Q1 2024 | $1.4B |
| Q2 2024 | $1.8B |
| Q3 2024 | $1.9B |
| Q4 2024 | $2.7B |
| Q1 2025 | $808.2M |
| Q2 2025 | $1.2B |
| Q3 2025 | $1.4B |
| Q4 2025 | $1.2B |
| Q1 2026 | $1.5B |
| Q2 2026 | $1.4B |
Top holdings
14 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | F FSLR FIRST SOLAR INC | $301.6M | 1.28M | 21.00% | — |
| 2 | S SWK STANLEY BLACK & DECKER INC | $247.6M | 2.63M | 17.24% | — |
| 3 | E EMR EMERSON ELEC CO | $178.6M | 1.25M | 12.44% | — |
| 4 | O OTIS OTIS WORLDWIDE CORP | $165M | 2.31M | 11.49% | — |
| 5 | N NVT NVENT ELEC PLC | $115.9M | 683.3K | 8.07% | — |
| 6 | O OC OWENS CORNING NEW | $112.1M | 705.3K | 7.81% | — |
| 7 | R RAL RALLIANT CORP | $72.2M | 980.7K | 5.03% | — |
| 8 | E ED CONSOLIDATED EDISON INC | $68.5M | 619.2K | 4.77% | — |
| 9 | P PNR PENTAIR PLC | $59.7M | 778.1K | 4.15% | — |
| 10 | X XELLL XCEL ENERGY INC | $34.6M | 430.7K | 2.41% | — |
| 11 | F FTV FORTIVE CORP | $31.3M | 512.3K | 2.18% | — |
| 12 | T TKR TIMKEN CO | $22.6M | 155.4K | 1.57% | — |
| 13 | E ETN EATON CORP PLC | $17.9M | 41.9K | 1.24% | — |
| 14 | E EQT EQT CORP | $8.4M | 158.3K | 0.59% | — |