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Clean Energy Transition LLP Top Holdings and 13F Report (2024)

About Clean Energy Transition LLP

Investment Activity

  • Clean Energy Transition LLP has $1.95 billion in total holdings as of September 30, 2024.
  • Clean Energy Transition LLP owns shares of 12 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 10.10% of the portfolio was purchased this quarter.
  • About 26.28% of the portfolio was sold this quarter.
  • This quarter, Clean Energy Transition LLP has purchased 12 new stocks and bought additional shares in 3 stocks.
  • Clean Energy Transition LLP sold shares of 5 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Tesla
$1,046,022,903
First Solar
$171,290,449
GE Vernova Inc
$166,356,856
nVent Electric
$158,410,515

Largest New Holdings this Quarter

Array Technologies
$17,148,259 Holding
Pinnacle West Capital
$3,618,193 Holding

Largest Purchases this Quarter

Stanley Black & Decker
652,780 shares (about $71.89M)
nVent Electric
813,909 shares (about $57.19M)
First Solar
188,205 shares (about $46.95M)
Array Technologies
2,598,221 shares (about $17.15M)
Pinnacle West Capital
40,842 shares (about $3.62M)

Largest Sales this Quarter

Tesla
820,500 shares (about $214.67M)
Eaton
220,335 shares (about $73.03M)
Emerson Electric
609,177 shares (about $66.63M)
GE Vernova Inc
102,672 shares (about $26.18M)
Aspen Technology
9,051 shares (about $2.16M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofClean Energy Transition LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Tesla, Inc. stock logo
TSLA
Tesla
$1,046,022,903$214,667,415 -17.0%3,998,10053.7%Auto/Tires/Trucks
Stanley Black & Decker, Inc. stock logo
SWK
Stanley Black & Decker
$218,518,184$71,890,661 49.0%1,984,18411.2%Industrial Products
First Solar, Inc. stock logo
FSLR
First Solar
$171,290,449$46,945,855 37.8%686,7008.8%Oils/Energy
GE Vernova Inc
$166,356,856$26,179,307 -13.6%652,4318.5%COM
nVent Electric plc stock logo
NVT
nVent Electric
$158,410,515$57,185,246 56.5%2,254,6338.1%Computer and Technology
Emerson Electric Co. stock logo
EMR
Emerson Electric
$113,916,292$66,625,688 -36.9%1,041,5685.8%Industrial Products
Eaton Co. plc stock logo
ETN
Eaton
$24,631,626$73,027,831 -74.8%74,3171.3%Industrial Products
Aspen Technology, Inc. stock logo
AZPN
Aspen Technology
$22,962,304$2,161,560 -8.6%96,1491.2%Computer and Technology
Array Technologies, Inc. stock logo
ARRY
Array Technologies
$17,148,259$17,148,259 New Holding2,598,2210.9%Oils/Energy
Sprott Inc. stock logo
SII
Sprott
$3,997,8600.0%92,3080.2%Finance
Pinnacle West Capital Co. stock logo
PNW
Pinnacle West Capital
$3,618,193$3,618,193 New Holding40,8420.2%Utilities
TPI Composites, Inc. stock logo
TPIC
TPI Composites
$1,558,3570.0%342,4960.1%Industrial Products
Consolidated Edison, Inc. stock logo
ED
Consolidated Edison
$0$80,259,189 -100.0%00.0%Utilities
IDACORP, Inc. stock logo
IDA
IDACORP
$0$49,103,370 -100.0%00.0%Utilities

Showing largest 100 holdings. View all holdings.
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