Clean Energy Transition as of June 30, 2026
Portfolio Holdings for Clean Energy Transition
Clean Energy Transition holds 14 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First Solar (FSLR) | 21.0 | $302M | 1.3M | 235.96 | |
| Stanley Black & Decker (SWK) | 17.2 | $248M | 2.6M | 94.12 | |
| Emerson Electric (EMR) | 12.4 | $179M | 1.2M | 143.15 | |
| Otis Worldwide Corp (OTIS) | 11.5 | $165M | 2.3M | 71.60 | |
| Nvent Elec SHS (NVT) | 8.1 | $116M | 683k | 169.61 | |
| Owens Corning (OC) | 7.8 | $112M | 705k | 158.96 | |
| Ralliant Corp (RAL) | 5.0 | $72M | 981k | 73.63 | |
| Consolidated Edison (ED) | 4.8 | $69M | 619k | 110.63 | |
| Pentair SHS (PNR) | 4.2 | $60M | 778k | 76.66 | |
| Xcel Energy (XEL) | 2.4 | $35M | 431k | 80.30 | |
| Fortive (FTV) | 2.2 | $31M | 512k | 61.09 | |
| Timken Company (TKR) | 1.6 | $23M | 155k | 145.32 | |
| Eaton Corp SHS (ETN) | 1.2 | $18M | 42k | 426.12 | |
| EQT Corporation (EQT) | 0.6 | $8.4M | 158k | 53.17 |
