Clean Energy Transition LLP In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Clean Energy Transition LLP reported 14 stock positions worth $1.4 billion . Its top holding was First Solar (FSLR) at 21.0% of the portfolio, followed by Stanley Black & Decker (SWK, 17.2% ) and Emerson Electric (EMR, 12.4% ). Compared with Q1 2026, it opened 2 new positions, sold out of 2, added to 5 and reduced 7. The biggest buy was Otis Worldwide (OTIS, shares +225% ) and the biggest sale an exit from Diamondback Energy (FANG).
Location LONDON, X0
CIK 0001911523
Portfolio Value $1.4B (Q2 2026) Holdings 14 stocks · $1.4B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 FSLR First Solar Inc. 1,278,237 $301.6M Reduce -10.4% SWK Stanley Black & Decker Inc. 2,630,774 $247.6M Add +1.1% EMR Emerson Electric Co. 1,247,352 $178.6M Add +2.0% OTIS Otis Worldwide Corp. 2,305,007 $165.0M Add +225.4% NVT Nvent Electric PLC 683,347 $115.9M Reduce -43.1% OC Owens Corning 705,286 $112.1M Add +22.7% RAL Ralliant Corp. 980,665 $72.2M Reduce -13.8% ED Consolidated Edison Inc. 619,179 $68.5M New PNR Pentair PLC 778,135 $59.7M Add +37.5% XEL Xcel Energy Inc. 430,722 $34.6M New FTV Fortive Corp. 512,269 $31.3M Reduce -29.3% TKR Timken Co. 155,419 $22.6M Reduce -53.1% ETN Eaton Corp. PLC 41,909 $17.9M Reduce -52.6% EQT Eqt Corp. 158,258 $8.4M Reduce -78.7%
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ FANG Diamondback Energy Inc. Sold out 0.00% −4.64 NVT Nvent Electric PLC Reduce -43.1% 8.07% −3.59 EQT Eqt Corp. Reduce -78.7% 0.59% −3.30 WCC Wesco International Inc. Sold out 0.00% −2.32 FSLR First Solar Inc. Reduce -10.4% 21.00% −2.07 ETN Eaton Corp. PLC Reduce -52.6% 1.24% −1.35 TKR Timken Co. Reduce -53.1% 1.57% −1.16 FTV Fortive Corp. Reduce -29.3% 2.18% −1.11 RAL Ralliant Corp. Reduce -13.8% 5.03% +1.15
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ OTIS Otis Worldwide Corp. Add +225.4% 11.49% +7.02 ED Consolidated Edison Inc. New 4.77% +4.77 OC Owens Corning Add +22.7% 7.81% +2.71 XEL Xcel Energy Inc. New 2.41% +2.41 SWK Stanley Black & Decker Inc. Add +1.1% 17.24% +2.08 PNR Pentair PLC Add +37.5% 4.15% +0.11 EMR Emerson Electric Co. Add +2.0% 12.44% −0.70
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ TSM Taiwan Semiconductor-SP ADR put Sold out 940,000 $317.7Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $1.4B FSLR, SWK, EMR, OTIS, NVT Q1 2026 14 $1.2B FSLR, SWK, EMR, NVT, OC Q4 2025 12 $1.2B FSLR, SWK, EMR, NVT, OC Q3 2025 14 $1.1B FSLR, SWK, NVT, EMR, ED Q2 2025 16 $1.0B EMR, NVT, FSLR, SWK, EQT Q1 2025 12 $714.8M NVT, SWK, FSLR, EMR, WMB Q4 2024 15 $976.3M EMR, FSLR, NVT, GEV, SWK Q3 2024 11 $902.4M SWK, FSLR, GEV, NVT, EMR Q2 2024 12 $1.8B TSLA, EMR, GEV, FSLR, NVT Q1 2024 12 $1.0B EMR, SWK, NVT, ETN, FSLR