Clean Energy Transition LLP

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Clean Energy Transition LLP reported 11 stock positions worth $902.4 million. Its top holding was Stanley Black & Decker (SWK) at 24.2% of the portfolio, followed by First Solar (FSLR, 19.0%) and GE Vernova (GEV, 18.4%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 3 and reduced 4. The biggest buy was Stanley Black & Decker (SWK, shares +49%) and the biggest sale an exit from Tesla (TSLA).

Most Recent 13F
Q2 2026
Location
LONDON, X0
CIK
0001911523
Portfolio Value
$902.4M (Q3 2024)
SEC Filing
0000902664-24-006586 ↗ filed Nov 14, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.8B Q2 2024 Q3 2024: $902.4M $902.4M Q3 2024 Q4 2024: $976.3M Q4 2024 Q1 2025: $714.8M Q1 2025 Q2 2025: $1.0B Q2 2025 Q3 2025: $1.1B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 11 stocks · $902.4M
SWK Stanley Black & Decker Inc. 24.21% 1,984,184 $218.5M Add +49.0%
FSLR First Solar Inc. 18.98% 686,700 $171.3M Add +37.8%
GEV GE Vernova Inc. 18.43% 652,431 $166.4M Reduce -13.6%
NVT Nvent Electric PLC 17.55% 2,254,633 $158.4M Add +56.5%
EMR Emerson Electric Co. 12.62% 1,041,568 $113.9M Reduce -36.9%
ETN Eaton Corp. PLC 2.73% 74,317 $24.6M Reduce -74.8%
AZPN Aspen Technology Inc. 2.54% 96,149 $23.0M Reduce -8.6%
ARRY Array Technologies Inc. 1.90% 2,598,221 $17.1M New
SII Sprott Inc. 0.44% 92,308 $4.0M No change
PNW Pinnacle West Capital 0.40% 40,842 $3.6M New
TPICQ Tpi Composites Inc. 0.17% 342,496 $1.6M No change

Options reported separately and not counted above: TSLA puts ($1.0B).

Portfolio Sells Q2 2024 → Q3 2024
TSLA Tesla Inc. Sold out 0.00% −51.77
ED Consolidated Edison Inc. Sold out 0.00% −4.36
IDA Idacorp Inc. Sold out 0.00% −2.67
ETN Eaton Corp. PLC Reduce -74.8% 2.73% −2.29
AZPN Aspen Technology Inc. Reduce -8.6% 2.54% +1.41
EMR Emerson Electric Co. Reduce -36.9% 12.62% +2.75
GEV GE Vernova Inc. Reduce -13.6% 18.43% +11.40

Portfolio Buys Q2 2024 → Q3 2024
SWK Stanley Black & Decker Inc. Add +49.0% 24.21% +18.44
FSLR First Solar Inc. Add +37.8% 18.98% +12.88
NVT Nvent Electric PLC Add +56.5% 17.55% +11.56
ARRY Array Technologies Inc. New 1.90% +1.90
PNW Pinnacle West Capital New 0.40% +0.40

Options Activity Q2 2024 → Q3 2024
TSLA Tesla Inc. put New 3,998,100 $1.0B

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 14$1.4BFSLR, SWK, EMR, OTIS, NVT
Q1 2026 14$1.2BFSLR, SWK, EMR, NVT, OC
Q4 2025 12$1.2BFSLR, SWK, EMR, NVT, OC
Q3 2025 14$1.1BFSLR, SWK, NVT, EMR, ED
Q2 2025 16$1.0BEMR, NVT, FSLR, SWK, EQT
Q1 2025 12$714.8MNVT, SWK, FSLR, EMR, WMB
Q4 2024 15$976.3MEMR, FSLR, NVT, GEV, SWK
Q3 2024 11$902.4MSWK, FSLR, GEV, NVT, EMR
Q2 2024 12$1.8BTSLA, EMR, GEV, FSLR, NVT
Q1 2024 12$1.0BEMR, SWK, NVT, ETN, FSLR