Clean Energy Transition LLP In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), Clean Energy Transition LLP reported 12 stock positions worth $1.0 billion . Its top holding was Emerson Electric (EMR) at 21.2% of the portfolio, followed by Stanley Black & Decker (SWK, 17.8% ) and Nvent Electric (NVT, 16.6% ). Compared with Q4 2023, it opened 5 new positions, sold out of 5, added to 1 and reduced 6. The biggest buy was Emerson Electric (EMR, shares +111% ) and the biggest sale an exit from Johnson Controls Internation (JCI).
Location LONDON, X0
CIK 0001911523
Portfolio Value $1.0B (Q1 2024) Holdings 12 stocks · $1.0B 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 Q4 2023 EMR Emerson Electric Co. 1,885,183 $213.8M Add +110.7% SWK Stanley Black & Decker Inc. 1,832,984 $179.5M Reduce -16.9% NVT Nvent Electric PLC 2,220,190 $167.4M Reduce -12.6% ETN Eaton Corp. PLC 467,737 $146.3M Reduce -8.4% FSLR First Solar Inc. 531,837 $89.8M Reduce -23.2% XOM Exxon Mobil Corp. 584,922 $68.0M New OXY Occidental Petroleum Corp. 1,040,169 $67.6M New ED Consolidated Edison Inc. 273,766 $24.9M New TXNM TXNM Energy Inc. filed as PNM RES INC 626,289 $23.6M New AZPN Aspen Technology Inc. 103,667 $22.1M New BLBD Blue Bird Corp. 150,155 $5.8M Reduce -55.0% TPICQ Tpi Composites Inc. 342,496 $997K Reduce -12.5%
Options reported separately and not counted above: TSLA puts ($342.0M).
Portfolio Sells Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▲ JCI Johnson Controls Internation Sold out 0.00% −12.34 AGR Avangrid Inc. Sold out 0.00% −7.49 ES Eversource Energy Sold out 0.00% −3.98 SWK Stanley Black & Decker Inc. Reduce -16.9% 17.78% −3.67 FLNC Fluence Energy Inc. Sold out 0.00% −3.18 OTIS Otis Worldwide Corp. Sold out 0.00% −3.01 FSLR First Solar Inc. Reduce -23.2% 8.89% −2.93 BLBD Blue Bird Corp. Reduce -55.0% 0.57% −0.32 TPICQ Tpi Composites Inc. Reduce -12.5% 0.10% −0.06 NVT Nvent Electric PLC Reduce -12.6% 16.58% +1.71 ETN Eaton Corp. PLC Reduce -8.4% 14.49% +2.31
Portfolio Buys Q4 2023 → Q1 2024 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 Q4 2023 % Of Portfolio Change To Portfolio ▼ EMR Emerson Electric Co. Add +110.7% 21.18% +12.55 XOM Exxon Mobil Corp. New 6.73% +6.73 OXY Occidental Petroleum Corp. New 6.70% +6.70 ED Consolidated Edison Inc. New 2.46% +2.46 TXNM TXNM Energy Inc. New 2.33% +2.33 AZPN Aspen Technology Inc. New 2.19% +2.19
Options Activity Q4 2023 → Q1 2024 Security Type Change vs Q4 2023 Underlying Shares Value ▼ TSLA Tesla Inc. put New 1,945,700 $342.0M
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