Clean Energy Transition as of Dec. 31, 2024
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 16 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Put Put Option | 63.5 | $1.7B | 4.2M | 403.84 | |
| Emerson Electric (EMR) | 7.7 | $206M | 1.7M | 123.93 | |
| First Solar (FSLR) | 6.2 | $165M | 935k | 176.24 | |
| Nvent Electric SHS (NVT) | 5.4 | $144M | 2.1M | 68.16 | |
| Ge Vernova (GEV) | 4.9 | $131M | 399k | 328.93 | |
| Stanley Black & Decker (SWK) | 2.2 | $60M | 741k | 80.29 | |
| Fortive (FTV) | 2.2 | $59M | 784k | 75.00 | |
| Eaton Corp SHS (ETN) | 1.4 | $37M | 113k | 331.87 | |
| Williams Companies (WMB) | 1.3 | $34M | 630k | 54.12 | |
| Generac Holdings (GNRC) | 1.2 | $31M | 203k | 155.05 | |
| WESCO International (WCC) | 1.2 | $31M | 171k | 180.96 | |
| EQT Corporation (EQT) | 0.9 | $25M | 536k | 46.11 | |
| Coherent Corp (COHR) | 0.9 | $24M | 253k | 94.73 | |
| Aspen Technology (AZPN) | 0.7 | $18M | 72k | 249.63 | |
| Sprott Com New (SII) | 0.3 | $8.2M | 194k | 42.17 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $3.5M | 42k | 84.77 |
