Clean Energy Transition
Latest statistics and disclosures from Clean Energy Transition's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FSLR, SWK, EMR, NVT, OC, and represent 76.28% of Clean Energy Transition's stock portfolio.
- Added to shares of these 7 stocks: EMR (+$95M), CNI (+$47M), NVT (+$16M), SWK (+$10M), FSLR (+$8.3M), OC, RAL.
- Started 1 new stock position in CNI.
- Reduced shares in these 9 stocks: , ED (-$77M), AAON (-$36M), ETN (-$20M), PNR (-$6.9M), FTV (-$6.7M), OTIS (-$6.5M), WCC, JHX.
- Sold out of its positions in ED, XOM, ETN, JHX.
- Clean Energy Transition was a net seller of stock by $-206M.
- Clean Energy Transition has $1.2B in assets under management (AUM), dropping by -11.97%.
- Central Index Key (CIK): 0001911523
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Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Solar (FSLR) | 25.0 | $300M | +2% | 1.1M | 261.23 |
|
| Stanley Black & Decker (SWK) | 18.2 | $218M | +4% | 2.9M | 74.28 |
|
| Emerson Electric (EMR) | 15.0 | $179M | +111% | 1.4M | 132.72 |
|
| Nvent Electric SHS (NVT) | 12.8 | $154M | +11% | 1.5M | 101.97 |
|
| Owens Corning (OC) | 5.3 | $63M | +6% | 564k | 111.91 |
|
| Fortive (FTV) | 4.9 | $58M | -10% | 1.1M | 55.21 |
|
| Otis Worldwide Corp (OTIS) | 4.3 | $52M | -11% | 596k | 87.35 |
|
| WESCO International (WCC) | 4.3 | $52M | -7% | 211k | 244.64 |
|
| Canadian Natl Ry (CNI) | 3.9 | $47M | NEW | 478k | 98.85 |
|
| Ralliant Corp (RAL) | 3.8 | $46M | 902k | 50.91 |
|
|
| Pentair SHS (PNR) | 2.1 | $26M | -21% | 247k | 104.14 |
|
| Aaon Com Par $0.004 (AAON) | 0.3 | $3.4M | -91% | 44k | 76.25 |
|
Past Filings by Clean Energy Transition
SEC 13F filings are viewable for Clean Energy Transition going back to 2021
- Clean Energy Transition 2025 Q4 filed Feb. 13, 2026
- 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