Clean Energy Transition LLP 13F holdings, Q4 2024
Holdings as of December 31, 2024 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 15 US equity positions worth $976.3m in its Q4 2024 13F filing. The largest position was EMR at 21.0% of the reported book, followed by FSLR and NVT. Against the Q3 2024 filing, it opened 6 new positions, added to 5 and reduced 4 among the top 15 holdings.
What did Clean Energy Transition LLP own in Q4 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2024 |
|---|---|---|---|---|---|---|---|
| 1 | EMR Emerson Elec Co | Industrials | 21.0% | $205.5m | 1,658,298 | 59% | added |
| 2 | FSLR First Solar Inc | Technology | 16.9% | $164.8m | 935,147 | 36% | added |
| 3 | NVT Nvent Electric Plc | Industrials | 14.8% | $144.2m | 2,115,665 | -6% | reduced |
| 4 | GEV GE Vernova Inc | Industrials | 13.4% | $131.1m | 398,549 | -39% | reduced |
| 5 | SWK Stanley Black & Decker Inc | Industrials | 6.1% | $59.5m | 741,404 | -63% | reduced |
| 6 | FTV Fortive Corp | Technology | 6.0% | $58.8m | 784,384 | – | new |
| 7 | ETN Eaton Corp Plc | Industrials | 3.8% | $37.4m | 112,661 | 52% | added |
| 8 | WMB Williams Cos Inc | Energy | 3.5% | $34.1m | 630,110 | – | new |
| 9 | GNRC Generac Hldgs Inc | Industrials | 3.2% | $31.4m | 202,729 | – | new |
| 10 | WCC Wesco Intl Inc | Industrials | 3.2% | $31.0m | 171,329 | – | new |
| 11 | EQT EQT Corp | Energy | 2.5% | $24.7m | 535,630 | – | new |
| 12 | COHR Coherent Corp | Technology | 2.5% | $24.0m | 252,837 | – | new |
| 13 | AZPN1USD Aspen Technology Inc | 1.8% | $18.0m | 72,298 | -25% | reduced | |
| 14 | SII Sprott Inc | Financial Services | 0.8% | $8.2m | 194,372 | 111% | added |
| 15 | PNW Pinnacle West Cap Corp | Utilities | 0.4% | $3.5m | 41,605 | 2% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.