Filed: 5/12/2025ACC: 0000902664-25-002263
📋 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 $808.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$808.17M
Total AUM (reported)
10.75M
Total Shares
Allocation by class
COM$575.13M71.2%
SHS$160.65M19.9%
COM NEW$55.43M6.9%
COMMON STOCK$16.97M2.1%
Portfolio Concentration
Top 3$410.64M50.8%
4–10$353.99M43.8%
11–25$43.55M5.4%
Top 3 weight
50.8%
Top 10 weight
94.6%
Voting Authority Distribution
Total shares with voting rights: 10.75M
Sole
Full voting authority
10.75M
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:
FIRST SOLAR INC
SOLEShares1.48M
TypeSH
Market value$186.58M
23.09%
Sole
1.48M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares2.26M
TypeSH
Market value$118.47M
14.66%
Sole
2.26M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares1.37M
TypeSH
Market value$105.59M
13.07%
Sole
1.37M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares670.32K
TypeSH
Market value$73.49M
9.09%
Sole
670.32K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares1.02M
TypeSH
Market value$60.80M
7.52%
Sole
1.02M
Shared
0.00
None
0.00
WEYERHAEUSER CO MTN BE
SOLEShares1.89M
TypeSH
Market value$55.43M
6.86%
Sole
1.89M
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares658.12K
TypeSH
Market value$48.16M
5.96%
Sole
658.12K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares155.17K
TypeSH
Market value$42.18M
5.22%
Sole
155.17K
Shared
0.00
None
0.00
EQT CORP
SOLEShares778.92K
TypeSH
Market value$41.62M
5.15%
Sole
778.92K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares207.98K
TypeSH
Market value$32.30M
4.00%
Sole
207.98K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares87.07K
TypeSH
Market value$26.58M
3.29%
Sole
87.07K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares175.85K
TypeSH
Market value$16.97M
2.10%
Sole
175.85K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 1.48M | SH | $186.58M 23.09% | 1.48M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 2.26M | SH | $118.47M 14.66% | 2.26M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 1.37M | SH | $105.59M 13.07% | 1.37M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 670.32K | SH | $73.49M 9.09% | 670.32K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 1.02M | SH | $60.80M 7.52% | 1.02M | 0.00 | 0.00 |
WEYERHAEUSER CO MTN BESOLE | COM NEW | 1.89M | SH | $55.43M 6.86% | 1.89M | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 658.12K | SH | $48.16M 5.96% | 658.12K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 155.17K | SH | $42.18M 5.22% | 155.17K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 778.92K | SH | $41.62M 5.15% | 778.92K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 207.98K | SH | $32.30M 4.00% | 207.98K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 87.07K | SH | $26.58M 3.29% | 87.07K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 175.85K | SH | $16.97M 2.10% | 175.85K | 0.00 | 0.00 |