Clean Energy Transition LLP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 16 US equity positions worth $1.0bn in its Q2 2025 13F filing. The largest position was EMR at 16.2% of the reported book, followed by NVT and FSLR. Against the Q1 2025 filing, it opened 5 new positions, added to 7 and reduced 4 among the top 16 holdings.
What did Clean Energy Transition LLP own in Q2 2025? Top 16 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | EMR EMERSON ELEC CO | Industrials | 16.2% | $165.4m | 1,240,219 | 85% | added |
| 2 | NVT NVENT ELECTRIC PLC | Industrials | 14.0% | $143.0m | 1,951,906 | -14% | reduced |
| 3 | FSLR FIRST SOLAR INC | Technology | 12.2% | $124.8m | 753,954 | 2% | added |
| 4 | SWK STANLEY BLACK & DECKER INC | Industrials | 11.8% | $121.0m | 1,785,462 | 30% | added |
| 5 | EQT EQT CORP | Energy | 6.1% | $62.3m | 1,067,988 | 37% | added |
| 6 | FTV FORTIVE CORP | Technology | 5.8% | $59.0m | 1,131,015 | 72% | added |
| 7 | ED CONSOLIDATED EDISON INC | Utilities | 5.6% | $56.8m | 565,554 | – | new |
| 8 | KNX KNIGHT-SWIFT TRANSN HLDGS IN | Industrials | 5.1% | $51.8m | 1,171,538 | – | new |
| 9 | WCC WESCO INTL INC | Industrials | 4.1% | $42.1m | 227,334 | 9% | added |
| 10 | DTM DT MIDSTREAM INC | Energy | 3.5% | $35.7m | 324,763 | 85% | added |
| 11 | OTIS OTIS WORLDWIDE CORP | Industrials | 3.2% | $32.6m | 329,007 | – | new |
| 12 | ETN EATON CORP PLC | Industrials | 3.1% | $31.8m | 89,176 | -43% | reduced |
| 13 | WMB WILLIAMS COS INC | Energy | 2.7% | $27.7m | 441,282 | -57% | reduced |
| 14 | RAL RALLIANT CORP | Technology | 2.5% | $25.7m | 529,484 | – | new |
| 15 | PNR PENTAIR PLC | Industrials | 2.5% | $25.4m | 246,969 | – | new |
| 16 | GEV GE VERNOVA INC | Industrials | 1.7% | $16.9m | 31,923 | -63% | reduced |
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.