Filed: 2/13/2024ACC: 0000902664-24-001478
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $1.01B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$1.01B
Total AUM (reported)
14.40M
Total Shares
Allocation by class
COM$579.64M57.4%
SHS$397.60M39.4%
COM CL A$32.12M3.2%
Portfolio Concentration
Top 3$491.18M48.7%
4–10$507.56M50.3%
11–25$10.61M1.1%
Top 3 weight
48.7%
Top 10 weight
98.9%
Voting Authority Distribution
Total shares with voting rights: 14.40M
Sole
Full voting authority
14.40M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
STANLEY BLACK & DECKER INC
SOLEShares2.21M
TypeSH
Market value$216.51M
21.45%
Sole
2.21M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares2.54M
TypeSH
Market value$150.12M
14.87%
Sole
2.54M
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares2.16M
TypeSH
Market value$124.55M
12.34%
Sole
2.16M
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares510.44K
TypeSH
Market value$122.92M
12.18%
Sole
510.44K
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares692.54K
TypeSH
Market value$119.31M
11.82%
Sole
692.54K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares894.57K
TypeSH
Market value$87.07M
8.63%
Sole
894.57K
Shared
0.00
None
0.00
AVANGRID INC
SOLEShares2.33M
TypeSH
Market value$75.62M
7.49%
Sole
2.33M
Shared
0.00
None
0.00
EVERSOURCE ENERGY
SOLEShares651.03K
TypeSH
Market value$40.18M
3.98%
Sole
651.03K
Shared
0.00
None
0.00
FLUENCE ENERGY INC
SOLEShares1.35M
TypeSH
Market value$32.12M
3.18%
Sole
1.35M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares339.07K
TypeSH
Market value$30.34M
3.01%
Sole
339.07K
Shared
0.00
None
0.00
BLUE BIRD CORP
SOLEShares333.62K
TypeSH
Market value$8.99M
0.89%
Sole
333.62K
Shared
0.00
None
0.00
TPI COMPOSITES INC
SOLEShares391.32K
TypeSH
Market value$1.62M
0.16%
Sole
391.32K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STANLEY BLACK & DECKER INCSOLE | COM | 2.21M | SH | $216.51M 21.45% | 2.21M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 2.54M | SH | $150.12M 14.87% | 2.54M | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 2.16M | SH | $124.55M 12.34% | 2.16M | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 510.44K | SH | $122.92M 12.18% | 510.44K | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 692.54K | SH | $119.31M 11.82% | 692.54K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 894.57K | SH | $87.07M 8.63% | 894.57K | 0.00 | 0.00 |
AVANGRID INCSOLE | COM | 2.33M | SH | $75.62M 7.49% | 2.33M | 0.00 | 0.00 |
EVERSOURCE ENERGYSOLE | COM | 651.03K | SH | $40.18M 3.98% | 651.03K | 0.00 | 0.00 |
FLUENCE ENERGY INCSOLE | COM CL A | 1.35M | SH | $32.12M 3.18% | 1.35M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 339.07K | SH | $30.34M 3.01% | 339.07K | 0.00 | 0.00 |
BLUE BIRD CORPSOLE | COM | 333.62K | SH | $8.99M 0.89% | 333.62K | 0.00 | 0.00 |
TPI COMPOSITES INCSOLE | COM | 391.32K | SH | $1.62M 0.16% | 391.32K | 0.00 | 0.00 |