Clean Energy Transition as of June 30, 2025
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 17 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tesla Motors Put Option (TSLA) | 18.2 | $227M | 715k | 317.66 | |
| Emerson Electric (EMR) | 13.2 | $165M | 1.2M | 133.33 | |
| Nvent Electric SHS (NVT) | 11.4 | $143M | 2.0M | 73.25 | |
| First Solar (FSLR) | 10.0 | $125M | 754k | 165.54 | |
| Stanley Black & Decker (SWK) | 9.7 | $121M | 1.8M | 67.75 | |
| EQT Corporation (EQT) | 5.0 | $62M | 1.1M | 58.32 | |
| Fortive (FTV) | 4.7 | $59M | 1.1M | 52.13 | |
| Consolidated Edison (ED) | 4.5 | $57M | 566k | 100.35 | |
| Knight-swift Transn Hldgs In Cl A (KNX) | 4.1 | $52M | 1.2M | 44.23 | |
| WESCO International (WCC) | 3.4 | $42M | 227k | 185.20 | |
| Dt Midstream Common Stock (DTM) | 2.9 | $36M | 325k | 109.91 | |
| Otis Worldwide Corp (OTIS) | 2.6 | $33M | 329k | 99.02 | |
| Eaton Corp SHS (ETN) | 2.5 | $32M | 89k | 356.99 | |
| Williams Companies (WMB) | 2.2 | $28M | 441k | 62.81 | |
| Ralliant Corp (RAL) | 2.1 | $26M | 530k | 48.49 | |
| Pentair SHS (PNR) | 2.0 | $25M | 247k | 102.66 | |
| Ge Vernova (GEV) | 1.4 | $17M | 32k | 529.15 |
