Clean Energy Transition as of June 30, 2022
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Carrier Global Corporation (CARR) | 16.7 | $86M | 2.4M | 35.66 | |
| Constellation Energy (CEG) | 15.7 | $81M | 1.4M | 57.26 | |
| Nvent Electric SHS (NVT) | 13.3 | $69M | 2.2M | 31.33 | |
| Stanley Black & Decker (SWK) | 13.3 | $69M | 654k | 104.86 | |
| Exxon Mobil Corporation (XOM) | 8.4 | $44M | 509k | 85.64 | |
| General Electric Com New (GE) | 8.4 | $43M | 682k | 63.67 | |
| Otis Worldwide Corp (OTIS) | 6.9 | $36M | 505k | 70.67 | |
| Eversource Energy (ES) | 6.9 | $35M | 419k | 84.47 | |
| Eaton Corp SHS (ETN) | 5.6 | $29M | 228k | 125.99 | |
| Occidental Petroleum Corporation (OXY) | 3.2 | $17M | 283k | 58.88 | |
| Blue Bird Corp (BLBD) | 0.8 | $4.3M | 466k | 9.21 | |
| First Solar (FSLR) | 0.8 | $3.9M | 57k | 68.14 |
