Clean Energy Transition
Latest statistics and disclosures from Clean Energy Transition's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FSLR, SWK, NVT, ETN, NXT, and represent 96.36% of Clean Energy Transition's stock portfolio.
- Added to shares of these 4 stocks: FSLR (+$174M), SWK (+$23M), BLBD, NXT.
- Reduced shares in these 8 stocks: APD (-$55M), CARR (-$51M), , ETN (-$29M), TPIC (-$20M), OTIS (-$16M), NVT (-$13M), GE (-$13M).
- Sold out of its positions in AES, APD, CARR, GE, OTIS, TPIC.
- Clean Energy Transition was a net seller of stock by $-32M.
- Clean Energy Transition has $687M in assets under management (AUM), dropping by -6.16%.
- Central Index Key (CIK): 0001911523
Tip: Access up to 7 years of quarterly data
Positions held by Clean Energy Transition consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelPortfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 6 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
First Solar (FSLR) | 27.9 | $192M | +948% | 1.2M | 161.59 |
|
Stanley Black & Decker (SWK) | 27.9 | $192M | +13% | 2.3M | 83.58 |
|
Nvent Electric SHS (NVT) | 19.3 | $133M | -8% | 2.5M | 52.99 |
|
Eaton Corp SHS (ETN) | 15.8 | $108M | -21% | 508k | 213.28 |
|
Nextracker Class A Com (NXT) | 5.5 | $38M | 947k | 40.16 |
|
|
Blue Bird Corp (BLBD) | 3.6 | $25M | +5% | 1.2M | 21.35 |
|
Past Filings by Clean Energy Transition
SEC 13F filings are viewable for Clean Energy Transition going back to 2021
- 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