Clean Energy Transition LLP 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Clean Energy Transition LLP disclosed 14 US equity positions worth $1.1bn in its Q3 2025 13F filing. The largest position was FSLR at 21.7% of the reported book, followed by SWK and NVT. Against the Q2 2025 filing, it opened 3 new positions, added to 8 and reduced 3 among the top 14 holdings.
What did Clean Energy Transition LLP own in Q3 2025? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | FSLR FIRST SOLAR INC | Technology | 21.7% | $246.4m | 1,117,228 | 48% | added |
| 2 | SWK STANLEY BLACK & DECKER INC | Industrials | 18.3% | $208.1m | 2,799,218 | 57% | added |
| 3 | NVT NVENT ELECTRIC PLC | Industrials | 11.7% | $133.2m | 1,350,357 | -31% | reduced |
| 4 | EMR EMERSON ELEC CO | Industrials | 7.4% | $83.9m | 639,560 | -48% | reduced |
| 5 | ED CONSOLIDATED EDISON INC | Utilities | 6.8% | $76.8m | 764,387 | 35% | added |
| 6 | OC OWENS CORNING NEW | Industrials | 6.6% | $75.2m | 531,618 | – | new |
| 7 | OTIS OTIS WORLDWIDE CORP | Industrials | 5.4% | $61.2m | 669,669 | 104% | added |
| 8 | FTV FORTIVE CORP | Technology | 5.1% | $57.6m | 1,174,960 | 4% | added |
| 9 | WCC WESCO INTL INC | Industrials | 4.3% | $48.4m | 228,666 | 1% | added |
| 10 | AAON AAON INC | Industrials | 4.2% | $48.0m | 513,442 | – | new |
| 11 | RAL RALLIANT CORP | Technology | 3.5% | $39.4m | 900,903 | 70% | added |
| 12 | PNR PENTAIR PLC | Industrials | 3.1% | $34.7m | 313,005 | 27% | added |
| 13 | ETN EATON CORP PLC | Industrials | 1.7% | $19.5m | 52,143 | -42% | reduced |
| 14 | JHX JAMES HARDIE INDS PLC | 0.3% | $3.7m | 191,261 | – | 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.