Clean Energy Transition as of March 31, 2026
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 15 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Manufac Sponsored Ads Put Option (TSM) | 20.7 | $318M | 940k | 337.95 | |
| First Solar (FSLR) | 18.3 | $281M | 1.4M | 197.26 | |
| Stanley Black & Decker (SWK) | 12.0 | $185M | 2.6M | 71.06 | |
| Emerson Electric (EMR) | 10.4 | $160M | 1.2M | 131.02 | |
| Nvent Electric SHS (NVT) | 9.2 | $142M | 1.2M | 118.28 | |
| Owens Corning (OC) | 4.0 | $62M | 575k | 108.22 | |
| Diamondback Energy (FANG) | 3.7 | $57M | 286k | 197.79 | |
| Otis Worldwide Corp (OTIS) | 3.6 | $55M | 708k | 77.08 | |
| Pentair SHS (PNR) | 3.2 | $49M | 566k | 87.11 | |
| EQT Corporation (EQT) | 3.1 | $47M | 745k | 63.64 | |
| Ralliant Corp (RAL) | 3.1 | $47M | 1.1M | 41.59 | |
| Fortive (FTV) | 2.6 | $40M | 725k | 55.28 | |
| Timken Company (TKR) | 2.2 | $33M | 332k | 100.57 | |
| Eaton Corp SHS (ETN) | 2.1 | $32M | 89k | 357.67 | |
| WESCO International (WCC) | 1.8 | $28M | 103k | 273.62 |
