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CIK: 0001911523
Total reported value
$1.4B
$1.4B
15 檔
62.5%
During the Q3 2025 filing period, Clean Energy Transition LLP (CIK: 0001911523) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 15 reported positions.
In Q3 2025, Clean Energy Transition LLP displayed an active expansion posture, initiating 8 new positions and adding to 3 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FSLR | First Solar Inc | Stock-Tech | 18.10% | +2.69% | +48.18% | |
| 2 | XOM | Exxon Mobil CORP | Stock-Energy | 16.56% | — | — | |
| 3 | SWK | Stanley Black & Decker Inc | Stock-Industrials | 15.28% | +5.21% | +56.78% | |
| 4 | NVT | nVent Electric plc | Stock-Industrials | 9.78% | -1.18% | -30.82% | |
| 5 | EMR | Emerson Electric Co | Stock-Industrials | 6.16% | +2.02% | -48.43% | |
| 6 | ED | Consolidated Edison Inc | Stock-Utilities | 5.64% | +4.77% | NEW | |
| 7 | OC | Owens Corning | Stock-Industrials | 5.52% | +3.76% | — | |
| 8 | OTIS | Otis Worldwide CORP | Stock-Industrials | 4.50% | +7.94% | +103.54% | |
| 9 | FTV | Fortive CORP | Stock-Tech | 4.23% | -0.43% | +3.89% | |
| 10 | WCC | Wesco International Inc | Stock-Industrials | 3.55% | -1.84% | EXIT | |
| 11 | AAON | Aaon Inc | Stock-Industrials | 3.52% | — | — | |
| 12 | RAL | Ralliant CORP | Stock-Tech | 2.89% | +1.95% | +70.15% | |
| 13 | PNR | Pentair plc | Stock-Industrials | 2.55% | +0.94% | +26.74% | |
| 14 | ETN | Eaton Corporation plc | Stock-Industrials | 1.43% | -0.82% | -41.53% | |
| 15 | JHX | James Hardie Industries plc | Stock-Other | 0.27% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SWK | Stanley Black & Decker Inc | +2.2% | +56.78% | Add |
| 2 | WCC | Wesco International Inc | -0.5% | +0.59% | Add |
| 3 | FTV | Fortive CORP | -1.7% | +3.89% | Add |
| 4 | EMR | Emerson Electric Co | -2.9% | -48.43% | Trim |
| 5 | ETN | Eaton Corporation plc | -3.8% | -41.53% | Trim |
| 6 | NVT | nVent Electric plc | -4.9% | -30.82% | Trim |
| 7 | FSLR | First Solar Inc | -5% | +48.18% | Trim |
| 8 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 9 | ED | Consolidated Edison Inc | — | NEW | New buy |
| 10 | OC | Owens Corning | — | NEW | New buy |
| 11 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 12 | WMB | Williams Cos Inc | — | EXIT | Sold out |
| 13 | WY | Weyerhaeuser Co | — | EXIT | Sold out |
| 14 | AAON | Aaon Inc | — | NEW | New buy |
| 15 | EQT | Eqt CORP | — | EXIT | Sold out |
| 16 | RAL | Ralliant CORP | — | NEW | New buy |
| 17 | PNR | Pentair plc | — | NEW | New buy |
| 18 | GEV | GE Vernova Inc | — | EXIT | Sold out |
| 19 | DTM | Dt Midstream Inc | — | EXIT | Sold out |
| 20 | JHX | James Hardie Industries plc | — | NEW | New buy |
According to official SEC Form 13F filings, Clean Energy Transition LLP reported a total U.S. public equity portfolio value of $1.4B across 15 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including FSLR, XOM, SWK) accounted for 62.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
XOM
市值: $225.5M
Top Position Liquidated / Trimmed
WMB
前期市值: $60.8M
During Q3 2025, Clean Energy Transition LLP's top holdings by market value included FSLR (18.1%)、XOM (16.6%)、SWK (15.3%). The largest single position, FSLR, represented 18.1% of total portfolio value.
In Q3 2025, Clean Energy Transition LLP made 20 total portfolio adjustments, initiating 8 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 5 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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