Clean Energy Transition as of Dec. 31, 2025
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 12 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 25.0 | $300M | 1.1M | 261.23 | |
| Stanley Black & Decker (SWK) | 18.2 | $218M | 2.9M | 74.28 | |
| Emerson Electric (EMR) | 15.0 | $179M | 1.4M | 132.72 | |
| Nvent Electric SHS (NVT) | 12.8 | $154M | 1.5M | 101.97 | |
| Owens Corning (OC) | 5.3 | $63M | 564k | 111.91 | |
| Fortive (FTV) | 4.9 | $58M | 1.1M | 55.21 | |
| Otis Worldwide Corp (OTIS) | 4.3 | $52M | 596k | 87.35 | |
| WESCO International (WCC) | 4.3 | $52M | 211k | 244.64 | |
| Canadian Natl Ry (CNI) | 3.9 | $47M | 478k | 98.85 | |
| Ralliant Corp (RAL) | 3.8 | $46M | 902k | 50.91 | |
| Pentair SHS (PNR) | 2.1 | $26M | 247k | 104.14 | |
| Aaon Com Par $0.004 (AAON) | 0.3 | $3.4M | 44k | 76.25 |
