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, OTIS, NVT, and represent 70.25% of Clean Energy Transition's stock portfolio.
- Added to shares of these 7 stocks: OTIS (+$114M), ED (+$69M), XEL (+$35M), OC (+$21M), PNR (+$16M), EMR, SWK.
- Started 2 new stock positions in ED, XEL.
- Reduced shares in these 10 stocks: TSM (-$318M), NVT (-$88M), , FSLR (-$35M), EQT (-$31M), WCC (-$28M), TKR (-$26M), ETN (-$20M), FTV (-$13M), RAL (-$12M).
- Sold out of its positions in FANG, TSM, WCC.
- Clean Energy Transition was a net seller of stock by $-366M.
- Clean Energy Transition has $1.4B in assets under management (AUM), dropping by -6.58%.
- Central Index Key (CIK): 0001911523
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Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Solar (FSLR) | 21.0 | $302M | -10% | 1.3M | 235.96 |
|
| Stanley Black & Decker (SWK) | 17.2 | $248M | 2.6M | 94.12 |
|
|
| Emerson Electric (EMR) | 12.4 | $179M | 1.2M | 143.15 |
|
|
| Otis Worldwide Corp (OTIS) | 11.5 | $165M | +225% | 2.3M | 71.60 |
|
| Nvent Elec SHS (NVT) | 8.1 | $116M | -43% | 683k | 169.61 |
|
| Owens Corning (OC) | 7.8 | $112M | +22% | 705k | 158.96 |
|
| Ralliant Corp (RAL) | 5.0 | $72M | -13% | 981k | 73.63 |
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| Consolidated Edison (ED) | 4.8 | $69M | NEW | 619k | 110.63 |
|
| Pentair SHS (PNR) | 4.2 | $60M | +37% | 778k | 76.66 |
|
| Xcel Energy (XEL) | 2.4 | $35M | NEW | 431k | 80.30 |
|
| Fortive (FTV) | 2.2 | $31M | -29% | 512k | 61.09 |
|
| Timken Company (TKR) | 1.6 | $23M | -53% | 155k | 145.32 |
|
| Eaton Corp SHS (ETN) | 1.2 | $18M | -52% | 42k | 426.12 |
|
| EQT Corporation (EQT) | 0.6 | $8.4M | -78% | 158k | 53.17 |
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Past Filings by Clean Energy Transition
SEC 13F filings are viewable for Clean Energy Transition going back to 2021
- Clean Energy Transition 2026 Q2 filed Aug. 14, 2026
- Clean Energy Transition 2026 Q1 filed May 15, 2026
- 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