Clean Energy Transition LLP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Clean Energy Transition LLP reported 12 stock positions worth $1.8 billion . Its top holding was Tesla (TSLA) at 51.8% of the portfolio, followed by Emerson Electric (EMR, 9.9% ) and GE Vernova (GEV, 7.0% ). Compared with Q1 2024, it opened 4 new positions, sold out of 4, added to 2 and reduced 5. The biggest buy was a new position in Tesla (TSLA) and the biggest sale Stanley Black & Decker (SWK, shares −27% ).
Location LONDON, X0
CIK 0001911523
Portfolio Value $1.8B (Q2 2024) Holdings 12 stocks · $1.8B 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 2024 TSLA Tesla Inc. 4,818,600 $953.5M New EMR Emerson Electric Co. 1,650,745 $181.8M Reduce -12.4% GEV GE Vernova Inc. 755,103 $129.5M New FSLR First Solar Inc. 498,495 $112.4M Reduce -6.3% NVT Nvent Electric PLC 1,440,724 $110.4M Reduce -35.1% SWK Stanley Black & Decker Inc. 1,331,404 $106.4M Reduce -27.4% ETN Eaton Corp. PLC 294,652 $92.4M Reduce -37.0% ED Consolidated Edison Inc. 897,553 $80.3M Add +227.8% IDA Idacorp Inc. 527,143 $49.1M New AZPN Aspen Technology Inc. 105,200 $20.9M Add +1.5% SII Sprott Inc. 92,308 $3.8M New TPICQ Tpi Composites Inc. 342,496 $1.4M No change
Portfolio Sells Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▲ SWK Stanley Black & Decker Inc. Reduce -27.4% 5.78% −12.00 EMR Emerson Electric Co. Reduce -12.4% 9.87% −11.30 NVT Nvent Electric PLC Reduce -35.1% 5.99% −10.59 ETN Eaton Corp. PLC Reduce -37.0% 5.02% −9.47 XOM Exxon Mobil Corp. Sold out 0.00% −6.73 OXY Occidental Petroleum Corp. Sold out 0.00% −6.70 FSLR First Solar Inc. Reduce -6.3% 6.10% −2.79 TXNM TXNM Energy Inc. Sold out 0.00% −2.33 BLBD Blue Bird Corp. Sold out 0.00% −0.57
Portfolio Buys Q1 2024 → Q2 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 Q1 2024 % Of Portfolio Change To Portfolio ▼ TSLA Tesla Inc. New 51.77% +51.77 GEV GE Vernova Inc. New 7.03% +7.03 IDA Idacorp Inc. New 2.67% +2.67 ED Consolidated Edison Inc. Add +227.8% 4.36% +1.90 SII Sprott Inc. New 0.21% +0.21 AZPN Aspen Technology Inc. Add +1.5% 1.13% −1.06
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ TSLA Tesla Inc. put Sold out 1,945,700 $342.0Mbefore 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