Clean Energy Transition LLP In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Clean Energy Transition LLP reported 15 stock positions worth $976.3 million . Its top holding was Emerson Electric (EMR) at 21.0% of the portfolio, followed by First Solar (FSLR, 16.9% ) and Nvent Electric (NVT, 14.8% ). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 5 and reduced 4. The biggest buy was Emerson Electric (EMR, shares +59% ) and the biggest sale Stanley Black & Decker (SWK, shares −63% ).
Location LONDON, X0
CIK 0001911523
Portfolio Value $976.3M (Q4 2024) Holdings 15 stocks · $976.3M 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 Q3 2024 EMR Emerson Electric Co. 1,658,298 $205.5M Add +59.2% FSLR First Solar Inc. 935,147 $164.8M Add +36.2% NVT Nvent Electric PLC 2,115,665 $144.2M Reduce -6.2% GEV GE Vernova Inc. 398,549 $131.1M Reduce -38.9% SWK Stanley Black & Decker Inc. 741,404 $59.5M Reduce -62.6% FTV Fortive Corp. 784,384 $58.8M New ETN Eaton Corp. PLC 112,661 $37.4M Add +51.6% WMB Williams Cos Inc. 630,110 $34.1M New GNRC Generac Holdings Inc. 202,729 $31.4M New WCC Wesco International Inc. 171,329 $31.0M New EQT Eqt Corp. 535,630 $24.7M New COHR Coherent Corp. 252,837 $24.0M New AZPN Aspen Technology Inc. 72,298 $18.0M Reduce -24.8% SII Sprott Inc. 194,372 $8.2M Add +110.6% PNW Pinnacle West Capital 41,605 $3.5M Add +1.9%
Options reported separately and not counted above: TESLA INC puts ($1.7B).
Portfolio Sells Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▲ SWK Stanley Black & Decker Inc. Reduce -62.6% 6.10% −18.12 GEV GE Vernova Inc. Reduce -38.9% 13.43% −5.01 NVT Nvent Electric PLC Reduce -6.2% 14.77% −2.78 ARRY Array Technologies Inc. Sold out 0.00% −1.90 AZPN Aspen Technology Inc. Reduce -24.8% 1.85% −0.70 TPICQ Tpi Composites Inc. Sold out 0.00% −0.17
Portfolio Buys Q3 2024 → Q4 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 Q3 2024 % Of Portfolio Change To Portfolio ▼ EMR Emerson Electric Co. Add +59.2% 21.05% +8.43 FTV Fortive Corp. New 6.03% +6.03 WMB Williams Cos Inc. New 3.49% +3.49 GNRC Generac Holdings Inc. New 3.22% +3.22 WCC Wesco International Inc. New 3.18% +3.18 EQT Eqt Corp. New 2.53% +2.53 COHR Coherent Corp. New 2.45% +2.45 ETN Eaton Corp. PLC Add +51.6% 3.83% +1.10 SII Sprott Inc. Add +110.6% 0.84% +0.40 PNW Pinnacle West Capital Add +1.9% 0.36% −0.04 FSLR First Solar Inc. Add +36.2% 16.88% −2.10
Options Activity Q3 2024 → Q4 2024 Security Type Change vs Q3 2024 Underlying Shares Value ▼ TESLA INC put New 4,198,100 $1.7B TSLA Tesla Inc. put Sold out 3,998,100 $1.0Bbefore 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