Clean Energy Transition as of March 31, 2025
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 23.1 | $187M | 1.5M | 126.43 | |
| Nvent Electric SHS (NVT) | 14.7 | $119M | 2.3M | 52.42 | |
| Stanley Black & Decker (SWK) | 13.1 | $106M | 1.4M | 76.88 | |
| Emerson Electric (EMR) | 9.1 | $74M | 670k | 109.64 | |
| Williams Companies (WMB) | 7.5 | $61M | 1.0M | 59.76 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 6.9 | $55M | 1.9M | 29.28 | |
| Fortive (FTV) | 6.0 | $48M | 658k | 73.18 | |
| Eaton Corp SHS (ETN) | 5.2 | $42M | 155k | 271.83 | |
| EQT Corporation (EQT) | 5.1 | $42M | 779k | 53.43 | |
| WESCO International (WCC) | 4.0 | $32M | 208k | 155.30 | |
| Ge Vernova (GEV) | 3.3 | $27M | 87k | 305.28 | |
| Dt Midstream Common Stock (DTM) | 2.1 | $17M | 176k | 96.48 |
