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Clean Energy Transition LLP

Q2 2025 · Filed 2025-08-11
Market Value
$1.0B
+42.9%
Holdings
17
New Purchases
5
Added To
7
Closed
1
Reduced
4
Top 10 Concentration
84.3%
Turnover
35.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EMR 16.18% 10.28% +5.90% $165M
ED 5.55% 0.00% +5.55% $57M
KNX 5.07% 0.00% +5.07% $52M
OTIS 3.19% 0.00% +3.19% $33M
RAL 2.51% 0.00% +2.51% $26M
PNR 2.48% 0.00% +2.48% $25M
DTM 3.49% 2.37% +1.12% $36M
EQT 6.10% 5.82% +0.27% $62M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
WY 0.00% 7.75% -7.75% $0
WMB 2.71% 8.51% -5.79% $28M
SWK 11.84% 14.77% -2.93% $121M
ETN 3.12% 5.90% -2.78% $32M
NVT 13.99% 16.57% -2.58% $143M
GEV 1.65% 3.72% -2.07% $17M
FTV 5.77% 6.74% -0.97% $59M
FSLR 12.21% 13.04% -0.83% $125M
WCC 4.12% 4.52% -0.40% $42M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $17M 1.7%
Large Cap 15 $979M 95.8%
Mid Cap 1 $26M 2.5%

Portfolio Analytics

Avg Market Cap
$51.3B
Median Market Cap
$26.6B
Avg P/E
48.3
Median P/E
31.3
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
17
# ETFs / Funds
0

Top Holdings (17 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 EMR 16.18% 1,240,219 $165M $133.33 $92M +569,897 +85.0%
2 NVT 13.99% 1,951,906 $143M $73.25 $25M -308,162 -13.6%
3 FSLR 12.21% 753,954 $125M $165.54 $32M +16,518 +2.2%
4 SWK 11.84% 1,785,462 $121M $67.75 $15M +412,029 +30.0%
5 EQT 6.10% 1,067,988 $62M $58.32 $21M +289,070 +37.1%
6 FTV 5.77% 1,131,015 $59M $52.13 $11M +472,895 +71.9%
7 ED 5.55% 565,554 $57M $100.35 +565,554 NEW
8 KNX 5.07% 1,171,538 $52M $44.23 +1,171,538 NEW
9 WCC 4.12% 227,334 $42M $185.20 $10M +19,354 +9.3%
10 DTM 3.49% 324,763 $36M $109.91 $19M +148,911 +84.7%
11 OTIS 3.19% 329,007 $33M $99.02 +329,007 NEW
12 ETN 3.12% 89,176 $32M $356.99 -$10M -65,993 -42.5%
13 WMB 2.71% 441,282 $28M $62.81 -$33M -576,201 -56.6%
14 RAL 2.51% 529,484 $26M $48.49 +529,484 NEW
15 PNR 2.48% 246,969 $25M $102.66 +246,969 NEW
16 GEV 1.65% 31,923 $17M $529.15 -$10M -55,151 -63.3%
17 WY —% -$55M -1,893,056 -100.0% SOLD

Options Breakdown

1 Calls $0 Call Value 1 Puts $227M Put Value

Top Calls

SymbolSharesValueStatus
FSLR $0 SOLD

Top Puts

SymbolSharesValueStatus
TSLA 715,000 $227M NEW

New Positions

SymbolValue% Port
ED $57M 5.55%
KNX $52M 5.07%
OTIS $33M 3.19%
RAL $26M 2.51%
PNR $25M 2.48%

Sold Out Positions

SymbolValue% Port
WY —%
View SEC EDGAR Filings for Clean Energy Transition LLP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms