Clean Energy Transition LLP Top Holdings and 13F Report (2024) → This military-backed stock “owns” AI market (From Porter & Company) (Ad) About Clean Energy Transition LLPInvestment ActivityClean Energy Transition LLP has $1.35 billion in total holdings as of March 31, 2024.Clean Energy Transition LLP owns shares of 13 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 48.87% of the portfolio was purchased this quarter.About 30.43% of the portfolio was sold this quarter.This quarter, Clean Energy Transition LLP has purchased 12 new stocks and bought additional shares in 1 stock.Clean Energy Transition LLP sold shares of 6 stocks and completely divested from 5 stocks this quarter.Largest Holdings Tesla $342,034,603Emerson Electric $213,817,456Stanley Black & Decker $179,504,124nVent Electric $167,402,326Eaton $146,252,005 Largest New Holdings this Quarter Tesla $342,034,603 HoldingExxon Mobil $67,991,333 HoldingOccidental Petroleum $67,600,583 HoldingConsolidated Edison $24,860,690 HoldingPNM Resources $23,573,518 Holding Largest Purchases this Quarter Tesla 1,945,700 shares (about $342.03M)Emerson Electric 990,615 shares (about $112.36M)Exxon Mobil 584,922 shares (about $67.99M)Occidental Petroleum 1,040,169 shares (about $67.60M)Consolidated Edison 273,766 shares (about $24.86M) Largest Sales this Quarter Stanley Black & Decker 374,027 shares (about $36.63M)First Solar 160,705 shares (about $27.13M)nVent Electric 320,355 shares (about $24.15M)Eaton 42,699 shares (about $13.35M)Blue Bird 183,464 shares (about $7.03M) Sector Allocation Over TimeMap of 500 Largest Holdings ofClean Energy Transition LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSLATesla$342,034,603$342,034,603 ▲New Holding1,945,70025.3%Auto/Tires/TrucksEMREmerson Electric$213,817,456$112,355,553 ▲110.7%1,885,18315.8%Industrial ProductsSWKStanley Black & Decker$179,504,124$36,628,464 ▼-16.9%1,832,98413.3%Industrial ProductsNVTnVent Electric$167,402,326$24,154,767 ▼-12.6%2,220,19012.4%Computer and TechnologyETNEaton$146,252,005$13,351,123 ▼-8.4%467,73710.8%Industrial ProductsFSLRFirst Solar$89,774,086$27,127,004 ▼-23.2%531,8376.6%Oils/EnergyXOMExxon Mobil$67,991,333$67,991,333 ▲New Holding584,9225.0%Oils/EnergyOXYOccidental Petroleum$67,600,583$67,600,583 ▲New Holding1,040,1695.0%Oils/EnergyEDConsolidated Edison$24,860,690$24,860,690 ▲New Holding273,7661.8%UtilitiesPNMPNM Resources$23,573,518$23,573,518 ▲New Holding626,2891.7%UtilitiesAZPNAspen Technology$22,110,098$22,110,098 ▲New Holding103,6671.6%Computer and TechnologyBLBDBlue Bird$5,756,943$7,034,010 ▼-55.0%150,1550.4%Auto/Tires/TrucksTPICTPI Composites$996,663$142,078 ▼-12.5%342,4960.1%Industrial ProductsJCIJohnson Controls International$0$124,553,066 ▼-100.0%00.0%Industrial ProductsAGRAvangrid$0$75,619,920 ▼-100.0%00.0%UtilitiesESEversource Energy$0$40,181,386 ▼-100.0%00.0%UtilitiesFLNCFluence Energy$0$32,123,804 ▼-100.0%00.0%Oils/EnergyOTISOtis Worldwide$0$30,337,040 ▼-100.0%00.0%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
