Clean Energy Transition as of Sept. 30, 2024
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors Put Option (TSLA) | 53.7 | $1.0B | 4.0M | 261.63 | |
| Stanley Black & Decker (SWK) | 11.2 | $219M | 2.0M | 110.13 | |
| First Solar (FSLR) | 8.8 | $171M | 687k | 249.44 | |
| Ge Vernova (GEV) | 8.5 | $166M | 652k | 254.98 | |
| nVent Electric SHS (NVT) | 8.1 | $158M | 2.3M | 70.26 | |
| Emerson Electric (EMR) | 5.8 | $114M | 1.0M | 109.37 | |
| Eaton Corp SHS (ETN) | 1.3 | $25M | 74k | 331.44 | |
| Aspen Technology (AZPN) | 1.2 | $23M | 96k | 238.82 | |
| Array Technologies Com Shs (ARRY) | 0.9 | $17M | 2.6M | 6.60 | |
| Sprott Com New (SII) | 0.2 | $4.0M | 92k | 43.31 | |
| Pinnacle West Capital Corporation (PNW) | 0.2 | $3.6M | 41k | 88.59 | |
| Tpi Composites (TPIC) | 0.1 | $1.6M | 343k | 4.55 |
