Clean Energy Transition LLP 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 12 US equity positions worth $714.8m in its Q1 2025 13F filing. The largest position was NVT at 16.6% of the reported book, followed by SWK and FSLR. Against the Q4 2024 filing, it opened 2 new positions, added to 6 and reduced 4 among the top 12 holdings.
What did Clean Energy Transition LLP own in Q1 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | NVT NVENT ELECTRIC PLC | Industrials | 16.6% | $118.5m | 2,260,068 | 7% | added |
| 2 | SWK STANLEY BLACK & DECKER INC | Industrials | 14.8% | $105.6m | 1,373,433 | 85% | added |
| 3 | FSLR FIRST SOLAR INC | Technology | 13.0% | $93.2m | 737,436 | -21% | reduced |
| 4 | EMR EMERSON ELEC CO | Industrials | 10.3% | $73.5m | 670,322 | -60% | reduced |
| 5 | WMB WILLIAMS COS INC | Energy | 8.5% | $60.8m | 1,017,483 | 61% | added |
| 6 | WY WEYERHAEUSER CO MTN BE | Real Estate | 7.8% | $55.4m | 1,893,056 | – | new |
| 7 | FTV FORTIVE CORP | Technology | 6.7% | $48.2m | 658,120 | -16% | reduced |
| 8 | ETN EATON CORP PLC | Industrials | 5.9% | $42.2m | 155,169 | 38% | added |
| 9 | EQT EQT CORP | Energy | 5.8% | $41.6m | 778,918 | 45% | added |
| 10 | WCC WESCO INTL INC | Industrials | 4.5% | $32.3m | 207,980 | 21% | added |
| 11 | GEV GE VERNOVA INC | Industrials | 3.7% | $26.6m | 87,074 | -78% | reduced |
| 12 | DTM DT MIDSTREAM INC | Energy | 2.4% | $17.0m | 175,852 | – | new |
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.