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CIK: 0001911523
Total reported value
$1.4B
$1.4B
17 檔
54.4%
At the close of Q2 2025, Clean Energy Transition LLP disclosed equity holdings valued at approximately $1.4B, spread across 17 reported holdings.
In Q2 2025, Clean Energy Transition LLP displayed an active expansion posture, initiating 6 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | Stock-Consumer Disc | 18.19% | — | — | |
| 2 | EMR | Emerson Electric Co | Stock-Industrials | 13.24% | +2.02% | +85.02% | |
| 3 | NVT | nVent Electric plc | Stock-Industrials | 11.45% | -1.18% | -13.64% | |
| 4 | FSLR | First Solar Inc | Stock-Tech | 9.99% | +2.69% | -48.91% | |
| 5 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 9.69% | +5.21% | +30.00% | |
| 6 | EQT | Eqt CORP | Stock-Energy | 4.99% | -2.49% | +37.11% | |
| 7 | FTV | Fortive CORP | Stock-Tech | 4.72% | -0.43% | +71.86% | |
| 8 | ED | Consolidated Edison Inc | Stock-Utilities | 4.54% | +4.77% | NEW | |
| 9 | KNX | Knight-swift Transportation | Stock-Industrials | 4.15% | — | — | |
| 10 | WCC | Wesco International Inc | Stock-Industrials | 3.37% | -1.84% | EXIT | |
| 11 | DTM | Dt Midstream Inc | Stock-Energy | 2.86% | — | +84.68% | |
| 12 | OTIS | Otis Worldwide CORP | Stock-Industrials | 2.61% | +7.94% | — | |
| 13 | ETN | Eaton Corporation plc | Stock-Industrials | 2.55% | -0.82% | -42.53% | |
| 14 | WMB | Williams Cos Inc | Stock-Energy | 2.22% | — | -56.63% | |
| 15 | RAL | Ralliant CORP | Stock-Tech | 2.06% | +1.95% | — | |
| 16 | PNR | Pentair plc | Stock-Industrials | 2.03% | +0.94% | — | |
| 17 | GEV | GE Vernova Inc | Stock-Industrials | 1.35% | — | -63.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +18.2% | NEW | New buy |
| 2 | ED | Consolidated Edison Inc | +4.5% | NEW | New buy |
| 3 | EMR | Emerson Electric Co | +4.2% | +85.02% | Add |
| 4 | KNX | Knight-swift Transportation | +4.2% | NEW | New buy |
| 5 | OTIS | Otis Worldwide CORP | +2.6% | NEW | New buy |
| 6 | RAL | Ralliant CORP | +2.1% | NEW | New buy |
| 7 | PNR | Pentair plc | +2% | NEW | New buy |
| 8 | DTM | Dt Midstream Inc | +0.8% | +84.68% | Add |
| 9 | EQT | Eqt CORP | -0.2% | +37.11% | Add |
| 10 | WCC | Wesco International Inc | -0.6% | +9.31% | Add |
| 11 | FTV | Fortive CORP | -1.2% | +71.86% | Add |
| 12 | GEV | GE Vernova Inc | -1.9% | -63.34% | Trim |
| 13 | ETN | Eaton Corporation plc | -2.7% | -42.53% | Trim |
| 14 | NVT | nVent Electric plc | -3.2% | -13.64% | Trim |
| 15 | SWK | Stanley Black & Decker Inc | -3.4% | +30.00% | Add |
| 16 | WMB | Williams Cos Inc | -5.3% | -56.63% | Trim |
| 17 | WY | Weyerhaeuser Co | -6.9% | EXIT | Sold out |
| 18 | FSLR | First Solar Inc | -13.1% | -48.91% | Trim |
According to official SEC Form 13F filings, Clean Energy Transition LLP reported a total U.S. public equity portfolio value of $1.4B across 17 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including TSLA, EMR, NVT) accounted for 54.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
TSLA
市值: $227.1M
Top Position Liquidated / Trimmed
WY
前期市值: $55.4M
During Q2 2025, Clean Energy Transition LLP's top holdings by market value included TSLA (18.2%)、EMR (13.2%)、NVT (11.4%). The largest single position, TSLA, represented 18.2% of total portfolio value.
In Q2 2025, Clean Energy Transition LLP made 18 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 5 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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