Filed: 11/12/2025ACC: 0000902664-25-004854
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $1.36B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$1.36B
Total AUM (reported)
13.25M
Total Shares
Allocation by class
COM$1.12B82.4%
SHS$187.38M13.8%
COM PAR $0.004$47.98M3.5%
ORD SHS$3.67M0.3%
Portfolio Concentration
Top 3$679.95M49.9%
4–10$536.29M39.4%
11–25$145.23M10.7%
Top 3 weight
49.9%
Top 10 weight
89.3%
Voting Authority Distribution
Total shares with voting rights: 13.25M
Sole
Full voting authority
13.25M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
FIRST SOLAR INC
SOLEShares1.12M
TypeSH
Market value$246.38M
18.10%
Sole
1.12M
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares2M
TypeSH
Market value$225.50M
16.56%
Sole
2M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares2.80M
TypeSH
Market value$208.07M
15.28%
Sole
2.80M
Shared
0.00
None
0.00
NVENT ELECTRIC PLC
SOLEShares1.35M
TypeSH
Market value$133.20M
9.78%
Sole
1.35M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares639.56K
TypeSH
Market value$83.90M
6.16%
Sole
639.56K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares764.39K
TypeSH
Market value$76.84M
5.64%
Sole
764.39K
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares531.62K
TypeSH
Market value$75.20M
5.52%
Sole
531.62K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares669.67K
TypeSH
Market value$61.23M
4.50%
Sole
669.67K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares1.17M
TypeSH
Market value$57.56M
4.23%
Sole
1.17M
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares228.67K
TypeSH
Market value$48.36M
3.55%
Sole
228.67K
Shared
0.00
None
0.00
AAON INC
SOLEShares513.44K
TypeSH
Market value$47.98M
3.52%
Sole
513.44K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares900.90K
TypeSH
Market value$39.40M
2.89%
Sole
900.90K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares313K
TypeSH
Market value$34.67M
2.55%
Sole
313K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares52.14K
TypeSH
Market value$19.51M
1.43%
Sole
52.14K
Shared
0.00
None
0.00
JAMES HARDIE INDS PLC
SOLEShares191.26K
TypeSH
Market value$3.67M
0.27%
Sole
191.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 1.12M | SH | $246.38M 18.10% | 1.12M | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2M | SH | $225.50M 16.56% | 2M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 2.80M | SH | $208.07M 15.28% | 2.80M | 0.00 | 0.00 |
NVENT ELECTRIC PLCSOLE | SHS | 1.35M | SH | $133.20M 9.78% | 1.35M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 639.56K | SH | $83.90M 6.16% | 639.56K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 764.39K | SH | $76.84M 5.64% | 764.39K | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 531.62K | SH | $75.20M 5.52% | 531.62K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 669.67K | SH | $61.23M 4.50% | 669.67K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 1.17M | SH | $57.56M 4.23% | 1.17M | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 228.67K | SH | $48.36M 3.55% | 228.67K | 0.00 | 0.00 |
AAON INCSOLE | COM PAR $0.004 | 513.44K | SH | $47.98M 3.52% | 513.44K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 900.90K | SH | $39.40M 2.89% | 900.90K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 313K | SH | $34.67M 2.55% | 313K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 52.14K | SH | $19.51M 1.43% | 52.14K | 0.00 | 0.00 |
JAMES HARDIE INDS PLCSOLE | ORD SHS | 191.26K | SH | $3.67M 0.27% | 191.26K | 0.00 | 0.00 |