CE
Clean Energy Transition LLP 13F Filings Tracker & Latest Positions (Q2 2026)
Clean Energy Transition LLPCIK: 0001911523
Sector-focusedMomentum followerQuality / disciplined sizing
Total reported value
$1.4B
Reporting period: 2026-06-30 · Number of holdings: 14
Clean Energy Transition LLP disclosed 14 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.4B and a quarterly turnover rate of 60.6%.
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Personality snowflake
- Concentration
- 49.26
- Portfolio Stability
- 60.62
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 28
- Sizing Uniformity
- 91.17
Clean Energy Transition LLP's disclosed holdings carry a Herfindahl concentration index of 0.123 — mathematically equivalent to about 8 equally-sized positions, well below its 14 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 0.88), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govSold out TSM
Add OTIS
+225.4% $110.4M
Add SWK
+1.1% $62.8M
New buy ED
Add OC
+22.7% $49.9M
Sold out FANG
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FSLR | First Solar Inc | Stock-Tech | 21.00% | +2.69% | -10.40% | |
| 2 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 17.24% | +5.21% | +1.13% | |
| 3 | EMR | Emerson Electric Co | Stock-Industrials | 12.44% | +2.02% | +2.00% | |
| 4 | OTIS | Otis Worldwide CORP | Stock-Industrials | 11.49% | +7.94% | +225.41% | |
| 5 | NVT | nVent Electric plc | Stock-Industrials | 8.07% | -1.18% | -43.15% | |
| 6 | OC | Owens Corning | Stock-Industrials | 7.81% | +3.76% | +22.69% | |
| 7 | RAL | Ralliant CORP | Stock-Tech | 5.03% | +1.95% | -13.75% | |
| 8 | ED | Consolidated Edison Inc | Stock-Utilities | 4.77% | +4.77% | NEW | |
| 9 | PNR | Pentair plc | Stock-Industrials | 4.15% | +0.94% | +37.51% | |
| 10 | XEL | Xcel Energy Inc | Stock-Utilities | 2.41% | +2.41% | NEW | |
| 11 | FTV | Fortive CORP | Stock-Tech | 2.18% | -0.43% | -29.34% | |
| 12 | TKR | Timken Co | Stock-Industrials | 1.57% | -0.60% | -53.15% | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 1.24% | -0.82% | -52.65% | |
| 14 | EQT | Eqt CORP | Stock-Energy | 0.59% | -2.49% | -78.74% |
Portfolio Performance
Performance for Q3 2026
-5.1%
Performance Last 4 Quarters
+34.7%
- Stdev
- +31.5%
- Beta
- +1.67
- Alpha
- +5.2%
- Max Drawdown
- -29.2%
- Annualized Perf
- +39.5%
- Batting Avg vs S&P
- +52.8%
- Sortino
- +2.32
- Stutzer
- +0.36
- Treynor
- +0.23
- Sterling
- +1.63
- Calmar
- +1.35
- Information Ratio
- +0.75
- Tracking Error
- +24.6%
- Stdev Down
- +16.6%
- Winning Months %
- +63.9%
- Losing Months %
- +36.1%
- Best 12 Months
- +89.8%
- Worst 12 Months
- +17.5%
- Efficiency Ratio
- +0.63
- Sharpe
- +1.22
- Stdev Sectors
- +24.7%
- Skewness
- -0.06
- Kurtosis
- +0.57
- Upside Potential
- +3.91
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 14 | $1.4B | 61 | ||
| 2026 Q1 | 15 | $1.5B | 50 | ||
| 2025 Q4 | 12 | $1.2B | 50 | ||
| 2025 Q3 | 15 | $1.4B | 77 | ||
| 2025 Q2 | 17 | $1.2B | 0 | ||
| 2025 Q1 | 13 | $808.2M | 0 | ||
| 2024 Q4 | 16 | $2.7B | 0 | ||
| 2024 Q3 | 12 | $1.9B | 0 | ||
| 2024 Q2 | 12 | $1.8B | 0 | ||
| 2024 Q1 | 13 | $1.4B | 0 | ||
| 2023 Q4 | 12 | $1.0B | 0 | ||
| 2023 Q3 | 6 | $687.3M | 0 | ||
| 2023 Q2 | 12 | $732.4M | 0 | ||
| 2023 Q1 | 12 | $1.1B | 0 | ||
| 2022 Q4 | 11 | $626.3M | 0 | ||
| 2022 Q3 | 17 | $872.3M | 0 | ||
| 2022 Q2 | 12 | $516.6M | 0 | ||
| 2022 Q1 | 12 | $586.8M | 0 | ||
| 2021 Q4 | 15 | $862.2M | 0 |
Holding changes this quarter
Clean Energy Transition LLP's most significant position changes for 2026-06-30: Sold out: Taiwan Semiconductor-sp Adr (TSM); New buy: Consolidated Edison Inc (ED); Sold out: Diamondback Energy Inc (FANG); New buy: Xcel Energy Inc (XEL); Sold out: Wesco International Inc (WCC).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OTIS | Otis Worldwide CORP | +7.9% | +225.41% | Add |
| 2 | SWK | Stanley Black & Decker Inc | +5.2% | +1.13% | Add |
| 3 | ED | Consolidated Edison Inc | +4.8% | NEW | New buy |
| 4 | OC | Owens Corning | +3.8% | +22.69% | Add |
| 5 | FSLR | First Solar Inc | +2.7% | -10.40% | Trim |
| 6 | XEL | Xcel Energy Inc | +2.4% | NEW | New buy |
| 7 | EMR | Emerson Electric Co | +2% | +2.00% | Add |
| 8 | RAL | Ralliant CORP | +2% | -13.75% | Trim |
| 9 | PNR | Pentair plc | +0.9% | +37.51% | Add |
| 10 | FTV | Fortive CORP | -0.4% | -29.34% | Trim |
| 11 | TKR | Timken Co | -0.6% | -53.15% | Trim |
| 12 | ETN | Eaton Corporation plc | -0.8% | -52.65% | Trim |
| 13 | NVT | nVent Electric plc | -1.2% | -43.15% | Trim |
| 14 | WCC | Wesco International Inc | -1.8% | EXIT | Sold out |
| 15 | EQT | Eqt CORP | -2.5% | -78.74% | Trim |
| 16 | FANG | Diamondback Energy Inc | -3.7% | EXIT | Sold out |
| 17 | TSM | Taiwan Semiconductor-sp Adr | -20.7% | EXIT | Sold out |
Filing History
FAQ
What is Clean Energy Transition LLP and what type of investor is it?
Clean Energy Transition LLP is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.4B, spread across 14 disclosed positions.
What are Clean Energy Transition LLP's largest equity positions?
Based on the latest 13F filing, Clean Energy Transition LLP's top holdings by market value are:
1. First Solar Inc (FSLR) — $301.6M (21.0%)
2. Stanley Black & Decker Inc (SWK) — $247.6M (17.2%)
3. Emerson Electric Co (EMR) — $178.6M (12.4%)
4. Otis Worldwide CORP (OTIS) — $165.0M (11.5%)
5. nVent Electric plc (NVT) — $115.9M (8.1%)
What changes did Clean Energy Transition LLP make in its most recent portfolio filing?
In the latest reported quarter, Clean Energy Transition LLP made 17 notable position adjustments: 2 new positions were initiated, 5 existing holdings were added to, 7 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Taiwan Semiconductor-sp Adr (TSM); New buy: Consolidated Edison Inc (ED); Sold out: Diamondback Energy Inc (FANG); New buy: Xcel Energy Inc (XEL); Sold out: Wesco International Inc (WCC)
What sectors does Clean Energy Transition LLP focus on?
Clean Energy Transition LLP is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 64.0%
• Information Technology: 28.2%
• Utilities: 7.2%
• Energy: 0.6%
💡
Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Investment Profile
Clean Energy Transition LLP returned an annualized 39.5% over the trailing 36 months — outperforming the S&P 500 by 5.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.67 (more volatile than the market) and a 53% quarterly batting average against the index.
Its portfolio is moderately concentrated and fast-trading, with 64.0% of the portfolio concentrated in Industrials.
Its turnover score has risen from 0 to 61 over the past 4 quarters — a shift toward more active trading.
It has added to its OTIS position over the past two quarters (+$113.0M, now $165.0M), while trimming NVT over the same stretch (-$37.7M, still holding $115.9M).
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Developer Access
Access Clean Energy Transition LLP's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/clean-energy-transition-llpCLI
npx alphasmo institutions get clean-energy-transition-llp