Clean Energy Transition
Latest statistics and disclosures from Clean Energy Transition's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TSM, FSLR, SWK, EMR, NVT, and represent 70.68% of Clean Energy Transition's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$318M), FANG (+$57M), FSLR (+$55M), EQT (+$47M), TKR (+$33M), ETN (+$32M), PNR (+$28M), RAL (+$9.8M), OTIS (+$8.7M), OC.
- Started 5 new stock positions in EQT, ETN, FANG, TSM, TKR.
- Reduced shares in these 7 stocks: CNI (-$47M), NVT (-$36M), WCC (-$30M), SWK (-$24M), FTV (-$18M), EMR (-$17M), AAON.
- Sold out of its positions in AAON, CNI.
- Clean Energy Transition was a net buyer of stock by $414M.
- Clean Energy Transition has $1.5B in assets under management (AUM), dropping by 28.25%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads Put Option (TSM) | 20.7 | $318M | NEW | 940k | 337.95 |
|
| First Solar (FSLR) | 18.3 | $281M | +24% | 1.4M | 197.26 |
|
| Stanley Black & Decker (SWK) | 12.0 | $185M | -11% | 2.6M | 71.06 |
|
| Emerson Electric (EMR) | 10.4 | $160M | -9% | 1.2M | 131.02 |
|
| Nvent Electric SHS (NVT) | 9.2 | $142M | -20% | 1.2M | 118.28 |
|
| Owens Corning (OC) | 4.0 | $62M | +2% | 575k | 108.22 |
|
| Diamondback Energy (FANG) | 3.7 | $57M | NEW | 286k | 197.79 |
|
| Otis Worldwide Corp (OTIS) | 3.6 | $55M | +18% | 708k | 77.08 |
|
| Pentair SHS (PNR) | 3.2 | $49M | +128% | 566k | 87.11 |
|
| EQT Corporation (EQT) | 3.1 | $47M | NEW | 745k | 63.64 |
|
| Ralliant Corp (RAL) | 3.1 | $47M | +26% | 1.1M | 41.59 |
|
| Fortive (FTV) | 2.6 | $40M | -31% | 725k | 55.28 |
|
| Timken Company (TKR) | 2.2 | $33M | NEW | 332k | 100.57 |
|
| Eaton Corp SHS (ETN) | 2.1 | $32M | NEW | 89k | 357.67 |
|
| WESCO International (WCC) | 1.8 | $28M | -51% | 103k | 273.62 |
|
Past Filings by Clean Energy Transition
SEC 13F filings are viewable for Clean Energy Transition going back to 2021
- 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
- Clean Energy Transition 2022 Q2 filed Aug. 12, 2022