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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio 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
 View chart
Stanley Black & Decker (SWK) 27.9 $192M +13% 2.3M 83.58
 View chart
Nvent Electric SHS (NVT) 19.3 $133M -8% 2.5M 52.99
 View chart
Eaton Corp SHS (ETN) 15.8 $108M -21% 508k 213.28
 View chart
Nextracker Class A Com (NXT) 5.5 $38M 947k 40.16
 View chart
Blue Bird Corp (BLBD) 3.6 $25M +5% 1.2M 21.35
 View chart

Past Filings by Clean Energy Transition

SEC 13F filings are viewable for Clean Energy Transition going back to 2021