Clean Energy Transition
Latest statistics and disclosures from Clean Energy Transition's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FSLR, XOM, SWK, NVT, EMR, and represent 65.89% of Clean Energy Transition's stock portfolio.
- Added to shares of these 10 stocks: XOM (+$226M), FSLR (+$80M), SWK (+$75M), OC (+$75M), AAON (+$48M), OTIS (+$31M), ED (+$20M), RAL (+$16M), PNR (+$7.3M), JHX.
- Started 4 new stock positions in XOM, JHX, OC, AAON.
- Reduced shares in these 9 stocks: , EMR (-$79M), , NVT (-$59M), KNX (-$52M), DTM (-$36M), WMB (-$28M), GEV (-$17M), ETN (-$14M).
- Sold out of its positions in DTM, EQT, GEV, KNX, TSLA, WMB.
- Clean Energy Transition was a net buyer of stock by $11M.
- Clean Energy Transition has $1.4B in assets under management (AUM), dropping by 9.01%.
- Central Index Key (CIK): 0001911523
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Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Solar (FSLR) | 18.1 | $246M | +48% | 1.1M | 220.53 |
|
| Exxon Mobil Corporation Put Option (XOM) | 16.6 | $226M | NEW | 2.0M | 112.75 |
|
| Stanley Black & Decker (SWK) | 15.3 | $208M | +56% | 2.8M | 74.33 |
|
| Nvent Electric SHS (NVT) | 9.8 | $133M | -30% | 1.4M | 98.64 |
|
| Emerson Electric (EMR) | 6.2 | $84M | -48% | 640k | 131.18 |
|
| Consolidated Edison (ED) | 5.6 | $77M | +35% | 764k | 100.52 |
|
| Owens Corning (OC) | 5.5 | $75M | NEW | 532k | 141.46 |
|
| Otis Worldwide Corp (OTIS) | 4.5 | $61M | +103% | 670k | 91.43 |
|
| Fortive (FTV) | 4.2 | $58M | +3% | 1.2M | 48.99 |
|
| WESCO International (WCC) | 3.6 | $48M | 229k | 211.50 |
|
|
| Aaon Com Par $0.004 (AAON) | 3.5 | $48M | NEW | 513k | 93.44 |
|
| Ralliant Corp (RAL) | 2.9 | $39M | +70% | 901k | 43.73 |
|
| Pentair SHS (PNR) | 2.5 | $35M | +26% | 313k | 110.76 |
|
| Eaton Corp SHS (ETN) | 1.4 | $20M | -41% | 52k | 374.25 |
|
| James Hardie Inds Ord Shs (JHX) | 0.3 | $3.7M | NEW | 191k | 19.21 |
|
Past Filings by Clean Energy Transition
SEC 13F filings are viewable for Clean Energy Transition going back to 2021
- Clean Energy Transition 2025 Q3 filed Nov. 12, 2025
- Clean Energy Transition 2025 Q2 filed Aug. 11, 2025
- Clean Energy Transition 2025 Q1 filed May 12, 2025
- Clean Energy Transition 2024 Q4 filed Feb. 13, 2025
- Clean Energy Transition 2024 Q3 filed Nov. 14, 2024
- Clean Energy Transition 2024 Q2 filed Aug. 13, 2024
- Clean Energy Transition 2024 Q1 filed May 14, 2024
- Clean Energy Transition 2023 Q4 filed Feb. 13, 2024
- Clean Energy Transition 2023 Q3 filed Nov. 13, 2023
- Clean Energy Transition 2023 Q2 filed Aug. 11, 2023
- Clean Energy Transition 2023 Q1 filed May 15, 2023
- Clean Energy Transition 2022 Q4 filed Feb. 10, 2023
- Clean Energy Transition 2022 Q3 filed Nov. 10, 2022
- Clean Energy Transition 2022 Q2 filed Aug. 12, 2022
- Clean Energy Transition 2022 Q1 filed May 13, 2022
- Clean Energy Transition 2021 Q4 filed Feb. 17, 2022