Clean Energy Transition LLP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Clean Energy Transition LLP disclosed 14 US equity positions worth $1.4bn in its Q2 2026 13F filing. The largest position was FSLR at 21.0% of the reported book, followed by SWK and EMR. Against the Q1 2026 filing, it opened 2 new positions, added to 5 and reduced 7 among the top 14 holdings.
What did Clean Energy Transition LLP own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | FSLR FIRST SOLAR INC | Technology | 21.0% | $301.6m | 1,278,237 | -10% | reduced |
| 2 | SWK STANLEY BLACK & DECKER INC | Industrials | 17.2% | $247.6m | 2,630,774 | 1% | added |
| 3 | EMR EMERSON ELEC CO | Industrials | 12.4% | $178.6m | 1,247,352 | 2% | added |
| 4 | OTIS OTIS WORLDWIDE CORP | Industrials | 11.5% | $165.0m | 2,305,007 | 225% | added |
| 5 | NVT NVENT ELEC PLC | Industrials | 8.1% | $115.9m | 683,347 | -43% | reduced |
| 6 | OC OWENS CORNING NEW | Industrials | 7.8% | $112.1m | 705,286 | 23% | added |
| 7 | RAL RALLIANT CORP | Technology | 5.0% | $72.2m | 980,665 | -14% | reduced |
| 8 | ED CONSOLIDATED EDISON INC | Utilities | 4.8% | $68.5m | 619,179 | – | new |
| 9 | PNR PENTAIR PLC | Industrials | 4.2% | $59.7m | 778,135 | 38% | added |
| 10 | XEL XCEL ENERGY INC | Utilities | 2.4% | $34.6m | 430,722 | – | new |
| 11 | FTV FORTIVE CORP | Technology | 2.2% | $31.3m | 512,269 | -29% | reduced |
| 12 | TKR TIMKEN CO | Industrials | 1.6% | $22.6m | 155,419 | -53% | reduced |
| 13 | ETN EATON CORP PLC | Industrials | 1.2% | $17.9m | 41,909 | -53% | reduced |
| 14 | EQT EQT CORP | Energy | 0.6% | $8.4m | 158,258 | -79% | 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.