Institutional Fund
Clean Energy Transition LLP
London, United KingdomCIK 19115235 filings on record
Portfolio Value
$1.22B
Q1 2026
Holdings
14
Reported positions
New Buys
4
Opened this quarter
QoQ Change
+1.7%
from $1.20B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Solar Inc23.1%
- Stanley Black & Decker Inc15.2%
- Emerson Elec Co13.1%
- Nvent Electric PLC11.7%
- Owens Corning New5.1%
- Diamondback Energy Inc4.6%
- Other27.2%
Portfolio Holdings
14 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Solar Inc | 1.43M | $281.41M | 23.1% | +277.6K | Added |
| 2 | Stanley Black & Decker Inc | 2.60M | $184.85M | 15.2% | −334.7K | Reduced |
| 3 | Emerson Elec Co | 1.22M | $160.23M | 13.1% | −128.3K | Reduced |
| 4 | Nvent Electric PLC | 1.20M | $142.16M | 11.7% | −304.2K | Reduced |
| 5 | Owens Corning New | 574.9K | $62.21M | 5.1% | +11.3K | Added |
| 6 | Diamondback Energy Inc | 286.3K | $56.63M | 4.6% | +286.3K | New |
| 7 | Otis Worldwide Corp | 708.3K | $54.60M | 4.5% | +112.7K | Added |
| 8 | Pentair PLC | 565.9K | $49.29M | 4.0% | +318.7K | Added |
| 9 | Eqt Corp | 744.5K | $47.38M | 3.9% | +744.5K | New |
| 10 | Ralliant Corp | 1.14M | $47.29M | 3.9% | +235.0K | Added |
4 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio