Clean Energy Transition LLP portfolio
Concentrated managerInvestment firmPortfolio as of Jun 30, 2026 (Q2 2026) · filed with the SEC on Aug 14, 2026 · data updated on Nov 5, 2026 · Q2 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Clean Energy Transition LLP reported a $1.4 bn portfolio of 14 positions to the SEC as of the end of Q2 2026. Its largest positions are FSLR, SWK, EMR. During the quarter it opened Consolidated Edison and Xcel Energy and exited Diamondback Energy and WESCO International.
Sections with a free account
What changed this quarter
16 positions with a change (2 new, 5 added to, 7 trimmed, 2 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Otis Worldwide+225%more sharesIncreased4.5% → 11.5%
- nVent Electric−43%fewer sharesReduced11.7% → 8.1%
- Consolidated Edison+4.8 ppof portfolioNew— → 4.8%
- Diamondback Energy−3.9 ppof portfolioSold out4.6% → —
- First Solar−10%fewer sharesReduced23.1% → 21.0%
- Xcel Energy+2.4 ppof portfolioNew— → 2.4%
- EQT−79%fewer sharesReduced3.9% → 0.6%
- WESCO International−2.0 ppof portfolioSold out2.3% → —
- Timken−53%fewer sharesReduced2.7% → 1.6%
- Owens Corning+23%more sharesIncreased5.1% → 7.8%
- Eaton−53%fewer sharesReduced2.6% → 1.2%
- Pentair+38%more sharesIncreased4.0% → 4.2%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- First SolarFSLR21.0%
- Stanley Black & DeckerSWK17.2%
- Emerson ElectricEMR12.4%
- Otis WorldwideOTIS11.5%
- nVent ElectricNVT8.1%
- Owens CorningOC7.8%
- RalliantRAL5.0%
- Consolidated EdisonED4.8%
- PentairPNR4.2%
- Xcel EnergyXEL2.4%
- FortiveFTV2.2%
- TimkenTKR1.6%
- EatonETN1.2%
- EQTEQT0.6%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Industrials 66%
- ● Information Technology 26%
- ● Utilities 7%
- ● Energy 1%
How its portfolio changed (8 quarters)
Q2 2026: 14
Q2 2026: 94%
Q2 2026: 19.8%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Investment firm, per its Form ADV of Jun 24, 2026 (medium confidence).
The data, as reported: CLEAN ENERGY TRANSITION LLP (CRD 315409): 7.B private funds: 1 hedge, 3 other (gross assets $4.0 bn); 5.D assets by client type: pooled vehicles 97% (of $4.6 bn)
The type comes from a rule applied to that data. If it looks wrong, tell us.
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