Clean Energy Transition as of March 31, 2024
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 13 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors Put Option (TSLA) | 25.3 | $342M | 1.9M | 175.79 | |
| Emerson Electric (EMR) | 15.8 | $214M | 1.9M | 113.42 | |
| Stanley Black & Decker (SWK) | 13.3 | $180M | 1.8M | 97.93 | |
| Nvent Electric SHS (NVT) | 12.4 | $167M | 2.2M | 75.40 | |
| Eaton Corp SHS (ETN) | 10.8 | $146M | 468k | 312.68 | |
| First Solar (FSLR) | 6.6 | $90M | 532k | 168.80 | |
| Exxon Mobil Corporation (XOM) | 5.0 | $68M | 585k | 116.24 | |
| Occidental Petroleum Corporation (OXY) | 5.0 | $68M | 1.0M | 64.99 | |
| Consolidated Edison (ED) | 1.8 | $25M | 274k | 90.81 | |
| PNM Resources (TXNM) | 1.7 | $24M | 626k | 37.64 | |
| Aspen Technology (AZPN) | 1.6 | $22M | 104k | 213.28 | |
| Blue Bird Corp (BLBD) | 0.4 | $5.8M | 150k | 38.34 | |
| Tpi Composites (TPIC) | 0.1 | $997k | 343k | 2.91 |
