Filed: 8/11/2025ACC: 0000902664-25-003484
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 17 equity positions with a total reported market value of $1.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
17
Positions
$1.25B
Total AUM (reported)
12.60M
Total Shares
Allocation by class
COM$961.22M77.0%
SHS$200.17M16.0%
CL A$51.82M4.1%
COMMON STOCK$35.69M2.9%
Portfolio Concentration
Top 3$535.46M42.9%
4–10$517.69M41.5%
11–25$195.75M15.7%
Top 3 weight
42.9%
Top 10 weight
84.3%
Voting Authority Distribution
Total shares with voting rights: 12.60M
Sole
Full voting authority
12.60M
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)
Sole17
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings17
Rows:
TESLA INC
SOLEShares715K
TypeSH
Market value$227.13M
18.19%
Sole
715K
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares1.24M
TypeSH
Market value$165.36M
13.24%
Sole
1.24M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.95M
TypeSH
Market value$142.98M
11.45%
Sole
1.95M
Shared
0.00
None
0.00
FIRST SOLAR INC
SOLEShares753.95K
TypeSH
Market value$124.81M
9.99%
Sole
753.95K
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares1.79M
TypeSH
Market value$120.97M
9.69%
Sole
1.79M
Shared
0.00
None
0.00
EQT CORP
SOLEShares1.07M
TypeSH
Market value$62.29M
4.99%
Sole
1.07M
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares1.13M
TypeSH
Market value$58.96M
4.72%
Sole
1.13M
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares565.55K
TypeSH
Market value$56.75M
4.54%
Sole
565.55K
Shared
0.00
None
0.00
KNIGHT-SWIFT TRANSN HLDGS IN
SOLEShares1.17M
TypeSH
Market value$51.82M
4.15%
Sole
1.17M
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares227.33K
TypeSH
Market value$42.10M
3.37%
Sole
227.33K
Shared
0.00
None
0.00
DT MIDSTREAM INC
SOLEShares324.76K
TypeSH
Market value$35.69M
2.86%
Sole
324.76K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares329.01K
TypeSH
Market value$32.58M
2.61%
Sole
329.01K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares89.18K
TypeSH
Market value$31.83M
2.55%
Sole
89.18K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares441.28K
TypeSH
Market value$27.72M
2.22%
Sole
441.28K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares529.48K
TypeSH
Market value$25.67M
2.06%
Sole
529.48K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares246.97K
TypeSH
Market value$25.35M
2.03%
Sole
246.97K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares31.92K
TypeSH
Market value$16.89M
1.35%
Sole
31.92K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TESLA INCSOLE | COM | 715K | SH | $227.13M 18.19% | 715K | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.24M | SH | $165.36M 13.24% | 1.24M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.95M | SH | $142.98M 11.45% | 1.95M | 0.00 | 0.00 |
FIRST SOLAR INCSOLE | COM | 753.95K | SH | $124.81M 9.99% | 753.95K | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 1.79M | SH | $120.97M 9.69% | 1.79M | 0.00 | 0.00 |
EQT CORPSOLE | COM | 1.07M | SH | $62.29M 4.99% | 1.07M | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 1.13M | SH | $58.96M 4.72% | 1.13M | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 565.55K | SH | $56.75M 4.54% | 565.55K | 0.00 | 0.00 |
KNIGHT-SWIFT TRANSN HLDGS INSOLE | CL A | 1.17M | SH | $51.82M 4.15% | 1.17M | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 227.33K | SH | $42.10M 3.37% | 227.33K | 0.00 | 0.00 |
DT MIDSTREAM INCSOLE | COMMON STOCK | 324.76K | SH | $35.69M 2.86% | 324.76K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 329.01K | SH | $32.58M 2.61% | 329.01K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 89.18K | SH | $31.83M 2.55% | 89.18K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 441.28K | SH | $27.72M 2.22% | 441.28K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 529.48K | SH | $25.67M 2.06% | 529.48K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 246.97K | SH | $25.35M 2.03% | 246.97K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 31.92K | SH | $16.89M 1.35% | 31.92K | 0.00 | 0.00 |