Clean Energy Transition as of March 31, 2022
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carrier Global Corporation (CARR) | 17.0 | $100M | 2.2M | 45.87 | |
| Nvent Electric SHS (NVT) | 15.1 | $89M | 2.6M | 34.78 | |
| Exxon Mobil Corporation (XOM) | 15.0 | $88M | 1.1M | 82.59 | |
| General Electric Com New (GE) | 8.8 | $51M | 561k | 91.50 | |
| Occidental Petroleum Corporation (OXY) | 8.0 | $47M | 826k | 56.74 | |
| CF Industries Holdings (CF) | 7.8 | $46M | 442k | 103.06 | |
| Eaton Corp SHS (ETN) | 7.6 | $45M | 294k | 151.76 | |
| Otis Worldwide Corp (OTIS) | 6.1 | $36M | 465k | 76.95 | |
| Eversource Energy (ES) | 5.8 | $34M | 386k | 88.19 | |
| AES Corporation (AES) | 5.4 | $32M | 1.2M | 25.73 | |
| First Solar (FSLR) | 1.8 | $11M | 128k | 83.74 | |
| Blue Bird Corp (BLBD) | 1.7 | $9.8M | 523k | 18.82 |
