Clean Energy Transition as of Sept. 30, 2025
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 15 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 18.1 | $246M | 1.1M | 220.53 | |
| Exxon Mobil Corporation Put Option (XOM) | 16.6 | $226M | 2.0M | 112.75 | |
| Stanley Black & Decker (SWK) | 15.3 | $208M | 2.8M | 74.33 | |
| Nvent Electric SHS (NVT) | 9.8 | $133M | 1.4M | 98.64 | |
| Emerson Electric (EMR) | 6.2 | $84M | 640k | 131.18 | |
| Consolidated Edison (ED) | 5.6 | $77M | 764k | 100.52 | |
| Owens Corning (OC) | 5.5 | $75M | 532k | 141.46 | |
| Otis Worldwide Corp (OTIS) | 4.5 | $61M | 670k | 91.43 | |
| Fortive (FTV) | 4.2 | $58M | 1.2M | 48.99 | |
| WESCO International (WCC) | 3.6 | $48M | 229k | 211.50 | |
| Aaon Com Par $0.004 (AAON) | 3.5 | $48M | 513k | 93.44 | |
| Ralliant Corp (RAL) | 2.9 | $39M | 901k | 43.73 | |
| Pentair SHS (PNR) | 2.5 | $35M | 313k | 110.76 | |
| Eaton Corp SHS (ETN) | 1.4 | $20M | 52k | 374.25 | |
| James Hardie Inds Ord Shs (JHX) | 0.3 | $3.7M | 191k | 19.21 |
