Clean Energy Transition LLP
CIK 1911523
13F filing for Q2 2026・No. 2,058
- Holdings
- US$1.44B
- Quarter change
- −US$101.12M
- Entries
- 14
- Net bought (estimate)
- −US$48.3M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 2
- Cut 7
- Added 5
- Corporate actions 0
- Unchanged 0
Largest holdings
14 stocks worth US$1.44B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FSLRFIRST SOLAR INCCOM | Cut | 1,278,237 | US$301.61M | 21.00% |
| SWKSTANLEY BLACK & DECKER INCCOM | Added | 2,630,774 | US$247.61M | 17.24% |
| EMREMERSON ELEC COCOM | Added | 1,247,352 | US$178.56M | 12.44% |
| OTISOTIS WORLDWIDE CORPCOM | Added | 2,305,007 | US$165.04M | 11.49% |
| NVTNVENT ELEC PLCSHS | Cut | 683,347 | US$115.9M | 8.07% |
| OCOWENS CORNING NEWCOM | Added | 705,286 | US$112.11M | 7.81% |
| RALRALLIANT CORPCOM | Cut | 980,665 | US$72.21M | 5.03% |
| EDCONSOLIDATED EDISON INCCOM | New | 619,179 | US$68.5M | 4.77% |
| PNRPENTAIR PLCSHS | Added | 778,135 | US$59.65M | 4.15% |
| XELXCEL ENERGY INCCOM | New | 430,722 | US$34.59M | 2.41% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.