Clean Energy Transition LLP Top Holdings and 13F Report (2025) About Clean Energy Transition LLPInvestment ActivityClean Energy Transition LLP has $2.67 billion in total holdings as of December 31, 2024.Clean Energy Transition LLP owns shares of 16 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 76.23% of the portfolio was purchased this quarter.About 47.29% of the portfolio was sold this quarter.This quarter, Clean Energy Transition LLP has purchased 12 new stocks and bought additional shares in 5 stocks.Clean Energy Transition LLP sold shares of 4 stocks and completely divested from 3 stocks this quarter.Largest Holdings Tesla Inc $1,695,360,704Emerson Electric $205,512,871First Solar $164,810,308nVent Electric $144,203,726GE Vernova Inc $131,094,722 Largest New Holdings this Quarter Tesla Inc $1,695,360,704 HoldingFortive $58,828,800 HoldingWilliams Companies $34,101,554 HoldingGenerac $31,433,131 HoldingWESCO International $31,003,696 Holding Largest Purchases this Quarter Tesla Inc 4,198,100 shares (about $1.70B)Emerson Electric 616,730 shares (about $76.43M)Fortive 784,384 shares (about $58.83M)First Solar 248,447 shares (about $43.79M)Williams Companies 630,110 shares (about $34.10M) Largest Sales this Quarter Stanley Black & Decker 1,242,780 shares (about $99.78M)GE Vernova Inc 253,882 shares (about $83.51M)nVent Electric 138,968 shares (about $9.47M)Aspen Technology 23,851 shares (about $5.95M) 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 PortfolioSectorTesla Inc$1,695,360,704$1,695,360,704 ▲New Holding4,198,10063.5%PUTEMREmerson Electric$205,512,871$76,431,349 ▲59.2%1,658,2987.7%Industrial ProductsFSLRFirst Solar$164,810,308$43,786,299 ▲36.2%935,1476.2%Oils/EnergyNVTnVent Electric$144,203,726$9,472,059 ▼-6.2%2,115,6655.4%Computer and TechnologyGE Vernova Inc$131,094,722$83,509,406 ▼-38.9%398,5494.9%COMSWKStanley Black & Decker$59,527,327$99,782,806 ▼-62.6%741,4042.2%Industrial ProductsFTVFortive$58,828,800$58,828,800 ▲New Holding784,3842.2%Computer and TechnologyETNEaton$37,388,806$12,725,223 ▲51.6%112,6611.4%Industrial ProductsWMBWilliams Companies$34,101,554$34,101,554 ▲New Holding630,1101.3%Oils/EnergyGNRCGenerac$31,433,131$31,433,131 ▲New Holding202,7291.2%Industrial ProductsWCCWESCO International$31,003,696$31,003,696 ▲New Holding171,3291.2%Computer and TechnologyEQTEQT$24,697,899$24,697,899 ▲New Holding535,6300.9%Oils/EnergyCOHRCoherent$23,951,250$23,951,250 ▲New Holding252,8370.9%Business ServicesAZPNAspen Technology$18,047,750$5,953,925 ▼-24.8%72,2980.7%Computer and TechnologySIISprott$8,196,667$4,304,039 ▲110.6%194,3720.3%FinancePNWPinnacle West Capital$3,526,856$64,680 ▲1.9%41,6050.1%UtilitiesTSLATesla$0$1,046,022,903 ▼-100.0%00.0%Auto/Tires/TrucksARRYArray Technologies$0$17,148,259 ▼-100.0%00.0%Oils/EnergyTPICTPI Composites$0$1,558,357 ▼-100.0%00.0%Industrial ProductsShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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.
