Filed: 8/14/2026ACC: 0000902664-26-003513
📋 What this filing means
CLEAN ENERGY TRANSITION LLP filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $1.44B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$1.44B
Total AUM (reported)
12.53M
Total Shares
Allocation by class
COM$1.24B86.5%
SHS$193.41M13.5%
Portfolio Concentration
Top 3$727.78M50.7%
4–10$628.00M43.7%
11–25$80.15M5.6%
Top 3 weight
50.7%
Top 10 weight
94.4%
Voting Authority Distribution
Total shares with voting rights: 12.53M
Sole
Full voting authority
12.53M
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)
Sole14
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings14
Rows:
FIRST SOLAR INC
SOLEShares1.28M
TypeSH
Market value$301.61M
21.00%
Sole
1.28M
Shared
0.00
None
0.00
STANLEY BLACK & DECKER INC
SOLEShares2.63M
TypeSH
Market value$247.61M
17.24%
Sole
2.63M
Shared
0.00
None
0.00
EMERSON ELEC CO
SOLEShares1.25M
TypeSH
Market value$178.56M
12.44%
Sole
1.25M
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares2.31M
TypeSH
Market value$165.04M
11.49%
Sole
2.31M
Shared
0.00
None
0.00
NVENT ELEC PLC
SOLEShares683.35K
TypeSH
Market value$115.90M
8.07%
Sole
683.35K
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares705.29K
TypeSH
Market value$112.11M
7.81%
Sole
705.29K
Shared
0.00
None
0.00
RALLIANT CORP
SOLEShares980.66K
TypeSH
Market value$72.21M
5.03%
Sole
980.66K
Shared
0.00
None
0.00
CONSOLIDATED EDISON INC
SOLEShares619.18K
TypeSH
Market value$68.50M
4.77%
Sole
619.18K
Shared
0.00
None
0.00
PENTAIR PLC
SOLEShares778.13K
TypeSH
Market value$59.65M
4.15%
Sole
778.13K
Shared
0.00
None
0.00
XCEL ENERGY INC
SOLEShares430.72K
TypeSH
Market value$34.59M
2.41%
Sole
430.72K
Shared
0.00
None
0.00
FORTIVE CORP
SOLEShares512.27K
TypeSH
Market value$31.29M
2.18%
Sole
512.27K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares155.42K
TypeSH
Market value$22.59M
1.57%
Sole
155.42K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares41.91K
TypeSH
Market value$17.86M
1.24%
Sole
41.91K
Shared
0.00
None
0.00
EQT CORP
SOLEShares158.26K
TypeSH
Market value$8.41M
0.59%
Sole
158.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST SOLAR INCSOLE | COM | 1.28M | SH | $301.61M 21.00% | 1.28M | 0.00 | 0.00 |
STANLEY BLACK & DECKER INCSOLE | COM | 2.63M | SH | $247.61M 17.24% | 2.63M | 0.00 | 0.00 |
EMERSON ELEC COSOLE | COM | 1.25M | SH | $178.56M 12.44% | 1.25M | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 2.31M | SH | $165.04M 11.49% | 2.31M | 0.00 | 0.00 |
NVENT ELEC PLCSOLE | SHS | 683.35K | SH | $115.90M 8.07% | 683.35K | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 705.29K | SH | $112.11M 7.81% | 705.29K | 0.00 | 0.00 |
RALLIANT CORPSOLE | COM | 980.66K | SH | $72.21M 5.03% | 980.66K | 0.00 | 0.00 |
CONSOLIDATED EDISON INCSOLE | COM | 619.18K | SH | $68.50M 4.77% | 619.18K | 0.00 | 0.00 |
PENTAIR PLCSOLE | SHS | 778.13K | SH | $59.65M 4.15% | 778.13K | 0.00 | 0.00 |
XCEL ENERGY INCSOLE | COM | 430.72K | SH | $34.59M 2.41% | 430.72K | 0.00 | 0.00 |
FORTIVE CORPSOLE | COM | 512.27K | SH | $31.29M 2.18% | 512.27K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 155.42K | SH | $22.59M 1.57% | 155.42K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 41.91K | SH | $17.86M 1.24% | 41.91K | 0.00 | 0.00 |
EQT CORPSOLE | COM | 158.26K | SH | $8.41M 0.59% | 158.26K | 0.00 | 0.00 |