StockDriftsStockDriftsTop 14 Clean Energy Transition LLP Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | 21% | 1.28M | $301.6M | -10.40%(-148.35K) | $201.28(+8.23%) | 2026-06-30 | |
| SWK | STANLEY BLACK & DECKER INC | 17.24% | 2.63M | $247.6M | +1.13%(+29.38K) | $76.97(+32.62%) | 2026-06-30 | |
| EMR | EMERSON ELEC CO | 12.44% | 1.25M | $178.6M | +2.00%(+24.43K) | $123.39(+31.06%) | 2026-06-30 | |
| OTIS | OTIS WORLDWIDE CORP | 11.49% | 2.31M | $165.0M | +225.41%(+1.60M) | $78.42(-9.04%) | 2026-06-30 | |
| NVT | NVENT ELEC PLC | 8.07% | 683.3K | $115.9M | -43.14%(-518.56K) | $55.64(+218.50%) | 2026-06-30 | |
| OC | OWENS CORNING NEW | 7.81% | 705.3K | $112.1M | +22.69%(+130.43K) | $136.99(+12.91%) | 2026-06-30 | |
| RAL | RALLIANT CORP | 5.03% | 980.7K | $72.2M | -13.75%(-156.30K) | $47.25(+53.00%) | 2026-06-30 | |
| ED | CONSOLIDATED EDISON INC | 4.77% | 619.2K | $68.5M | new | $94.01(+15.73%) | 2026-06-30 | |
| PNR | PENTAIR PLC | 4.15% | 778.1K | $59.7M | +37.51%(+212.26K) | $91.97(-28.07%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 2.41% | 430.7K | $34.6M | new | $79.74(-0.71%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.66% | +80.05% | — | — | +108.93% |
| Top 20 Holdings Unweighted | +19.34% | +69.97% | — | — | +109.51% |
Clean Energy Transition LLP reports $1.44B in US-listed equity holdings across 14 positions in its most recent 13F filing. Its largest disclosed positions are FSLR (21.0%), SWK (17.2%) and EMR (12.4%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +80.05% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Clean Energy Transition LLP’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911523). View Clean Energy Transition LLP’s 13F filings on SEC