Clean Energy Transition LLP
Net seller this quarter
$1.44B
14
-$49.4M
94.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FSLR | $302M | 21.00% | 1.19% | -10.4% | Q4 2021 |
 SWK | $248M | 17.24% | 1.69% | +1.1% | Q2 2022 |
 EMR | $179M | 12.44% | 0.22% | +2.0% | Q4 2023 |
 OTIS | $165M | 11.49% | 0.60% | +225.4% | Q4 2021 |
 NVT | $116M | 8.07% | 0.42% | -43.1% | Q4 2021 |
 OC | $112M | 7.81% | 0.89% | +22.7% | Q3 2025 |
 RAL | $72.2M | 5.03% | 0.88% | -13.8% | Q2 2025 |
 ED | $68.5M | 4.77% | 0.17% | Not reported | Q1 2023 |
 PNR | $59.7M | 4.15% | 0.49% | +37.5% | Q2 2025 |
 XEL | $34.6M | 2.41% | 0.07% | New | Q2 2026 |
 FTV | $31.3M | 2.18% | 0.17% | -29.3% | Q4 2024 |
 TKR | $22.6M | 1.57% | 0.22% | -53.2% | Q1 2026 |
 ETN | $17.9M | 1.24% | 0.01% | -52.7% | Q4 2021 |
 EQT | $8.41M | 0.59% | 0.03% | -78.7% | Q4 2024 |
| Q1 2026 | |||||
| FSLR | $281M | 18.31% | 1.33% | +24.2% | Q4 2021 |
| SWK | $185M | 12.03% | 1.68% | -11.4% | Q2 2022 |
| EMR | $160M | 10.42% | 0.22% | -9.5% | Q4 2023 |
| NVT | $142M | 9.25% | 0.74% | -20.2% | Q4 2021 |
| OC | $62.2M | 4.05% | 0.71% | +2.0% | Q3 2025 |
 FANG | $56.6M | 3.68% | 0.10% | New | Q1 2026 |
| OTIS | $54.6M | 3.55% | 0.18% | +18.9% | Q4 2021 |
| PNR | $49.3M | 3.21% | 0.35% | +129.0% | Q2 2025 |
| EQT | $47.4M | 3.08% | 0.12% | Not reported | Q4 2024 |
| RAL | $47.3M | 3.08% | 1.02% | +26.1% | Q2 2025 |
| FTV | $40.1M | 2.61% | 0.24% | -31.2% | Q4 2024 |
| TKR | $33.4M | 2.17% | 0.48% | New | Q1 2026 |
| ETN | $31.7M | 2.06% | 0.02% | Not reported | Q4 2021 |
 WCC | $28.2M | 1.84% | 0.21% | -51.2% | Q4 2024 |
| Q4 2025 | |||||
| FSLR | $300M | 25.04% | 1.07% | +2.8% | Q4 2021 |
| SWK | $218M | 18.20% | 1.90% | +4.9% | Q2 2022 |
| EMR | $179M | 14.96% | 0.24% | +111.3% | Q4 2023 |
| NVT | $154M | 12.81% | 0.93% | +11.5% | Q4 2021 |
| OC | $63.1M | 5.26% | 0.70% | +6.0% | Q3 2025 |
| FTV | $58.2M | 4.86% | 0.34% | -10.3% | Q4 2024 |
| OTIS | $52M | 4.34% | 0.15% | -11.1% | Q4 2021 |
| WCC | $51.7M | 4.32% | 0.43% | -7.5% | Q4 2024 |
 CNI | $47.3M | 3.94% | 0.08% | New | Q4 2025 |
| RAL | $45.9M | 3.83% | 0.80% | +0.1% | Q2 2025 |
| PNR | $25.7M | 2.15% | 0.15% | -21.0% | Q2 2025 |
 AAON | $3.37M | 0.28% | 0.05% | -91.4% | Q3 2025 |
| Q3 2025 | |||||
| FSLR | $246M | 18.10% | 1.04% | +48.2% | Q4 2021 |
| SWK | $208M | 15.28% | 1.81% | +56.8% | Q2 2022 |
| NVT | $133M | 9.78% | 0.84% | -30.8% | Q4 2021 |
| EMR | $83.9M | 6.16% | 0.11% | -48.4% | Q4 2023 |
| ED | $76.8M | 5.64% | 0.21% | +35.2% | Q1 2023 |
| OC | $75.2M | 5.52% | 0.64% | New | Q3 2025 |
| OTIS | $61.2M | 4.50% | 0.17% | +103.5% | Q4 2021 |
| FTV | $57.6M | 4.23% | 0.37% | +3.9% | Q4 2024 |
| WCC | $48.4M | 3.55% | 0.47% | +0.6% | Q4 2024 |
| AAON | $48M | 3.52% | 0.63% | New | Q3 2025 |
| RAL | $39.4M | 2.89% | 0.80% | +70.2% | Q2 2025 |
| PNR | $34.7M | 2.55% | 0.19% | +26.7% | Q2 2025 |
| ETN | $19.5M | 1.43% | 0.01% | -41.5% | Q4 2021 |
 JHX | $3.67M | 0.27% | 0.04% | New | Q3 2025 |