Clean Energy Transition LLP In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 12, 2025), Clean Energy Transition LLP reported 12 stock positions worth $714.8 million . Its top holding was Nvent Electric (NVT) at 16.6% of the portfolio, followed by Stanley Black & Decker (SWK, 14.8% ) and First Solar (FSLR, 13.0% ). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 6 and reduced 4. The biggest buy was Stanley Black & Decker (SWK, shares +85% ) and the biggest sale Emerson Electric (EMR, shares −60% ).
Location LONDON, X0
CIK 0001911523
Portfolio Value $714.8M (Q1 2025) Holdings 12 stocks · $714.8M 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 2024 NVT Nvent Electric PLC 2,260,068 $118.5M Add +6.8% SWK Stanley Black & Decker Inc. 1,373,433 $105.6M Add +85.3% FSLR First Solar Inc. 737,436 $93.2M Reduce -21.1% EMR Emerson Electric Co. 670,322 $73.5M Reduce -59.6% WMB Williams Cos Inc. 1,017,483 $60.8M Add +61.5% WY Weyerhaeuser Co. 1,893,056 $55.4M New FTV Fortive Corp. 658,120 $48.2M Reduce -16.1% ETN Eaton Corp. PLC 155,169 $42.2M Add +37.7% EQT Eqt Corp. 778,918 $41.6M Add +45.4% WCC Wesco International Inc. 207,980 $32.3M Add +21.4% GEV GE Vernova Inc. 87,074 $26.6M Reduce -78.2% DTM DT Midstream Inc. 175,852 $17.0M New
Options reported separately and not counted above: FSLR calls ($93.3M).
Portfolio Sells Q4 2024 → Q1 2025 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 2024 % Of Portfolio Change To Portfolio ▲ EMR Emerson Electric Co. Reduce -59.6% 10.28% −10.77 GEV GE Vernova Inc. Reduce -78.2% 3.72% −9.71 FSLR First Solar Inc. Reduce -21.1% 13.04% −3.84 GNRC Generac Holdings Inc. Sold out 0.00% −3.22 COHR Coherent Corp. Sold out 0.00% −2.45 AZPN Aspen Technology Inc. Sold out 0.00% −1.85 SII Sprott Inc. Sold out 0.00% −0.84 PNW Pinnacle West Capital Sold out 0.00% −0.36 FTV Fortive Corp. Reduce -16.1% 6.74% +0.71
Portfolio Buys Q4 2024 → Q1 2025 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 2024 % Of Portfolio Change To Portfolio ▼ SWK Stanley Black & Decker Inc. Add +85.3% 14.77% +8.67 WY Weyerhaeuser Co. New 7.75% +7.75 WMB Williams Cos Inc. Add +61.5% 8.51% +5.01 EQT Eqt Corp. Add +45.4% 5.82% +3.29 DTM DT Midstream Inc. New 2.37% +2.37 ETN Eaton Corp. PLC Add +37.7% 5.90% +2.07 NVT Nvent Electric PLC Add +6.8% 16.57% +1.80 WCC Wesco International Inc. Add +21.4% 4.52% +1.34
Options Activity Q4 2024 → Q1 2025 Security Type Change vs Q4 2024 Underlying Shares Value ▼ TESLA INC put Sold out 4,198,100 $1.7Bbefore exit FSLR First Solar Inc. call New 738,300 $93.3M
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