Clean Energy Transition LLP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 11, 2025), Clean Energy Transition LLP reported 16 stock positions worth $1.0 billion . Its top holding was Emerson Electric (EMR) at 16.2% of the portfolio, followed by Nvent Electric (NVT, 14.0% ) and First Solar (FSLR, 12.2% ). Compared with Q1 2025, it opened 4 new positions, sold out of 1, added to 8 and reduced 4. The biggest buy was Emerson Electric (EMR, shares +85% ) and the biggest sale an exit from Weyerhaeuser (WY).
Location LONDON, X0
CIK 0001911523
Portfolio Value $1.0B (Q2 2025) Holdings 16 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 Q1 2025 EMR Emerson Electric Co. 1,240,219 $165.4M Add +85.0% NVT Nvent Electric PLC 1,951,906 $143.0M Reduce -13.6% FSLR First Solar Inc. 753,954 $124.8M Add +2.2% SWK Stanley Black & Decker Inc. 1,785,462 $121.0M Add +30.0% EQT Eqt Corp. 1,067,988 $62.3M Add +37.1% FTV Fortive Corp. 1,131,015 $59.0M Add +71.9% ED Consolidated Edison Inc. 565,554 $56.8M New KNX Knight-Swift Transportation 1,171,538 $51.8M New WCC Wesco International Inc. 227,334 $42.1M Add +9.3% DTM DT Midstream Inc. 324,763 $35.7M Add +84.7% OTIS Otis Worldwide Corp. 329,007 $32.6M New ETN Eaton Corp. PLC 89,176 $31.8M Reduce -42.5% WMB Williams Cos Inc. 441,282 $27.7M Reduce -56.6% RAL Ralliant Corp. 529,484 $25.7M Add +141.6% PNR Pentair PLC 246,969 $25.4M New GEV GE Vernova Inc. 31,923 $16.9M Reduce -63.3%
Options reported separately and not counted above: TSLA puts ($227.1M).
Portfolio Sells Q1 2025 → Q2 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 Q1 2025 % Of Portfolio Change To Portfolio ▲ WY Weyerhaeuser Co. Sold out 0.00% −7.75 WMB Williams Cos Inc. Reduce -56.6% 2.71% −5.79 ETN Eaton Corp. PLC Reduce -42.5% 3.12% −2.79 NVT Nvent Electric PLC Reduce -13.6% 13.99% −2.58 GEV GE Vernova Inc. Reduce -63.3% 1.65% −2.07
Portfolio Buys Q1 2025 → Q2 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 Q1 2025 % Of Portfolio Change To Portfolio ▼ EMR Emerson Electric Co. Add +85.0% 16.18% +5.90 ED Consolidated Edison Inc. New 5.55% +5.55 KNX Knight-Swift Transportation New 5.07% +5.07 OTIS Otis Worldwide Corp. New 3.19% +3.19 PNR Pentair PLC New 2.48% +2.48 DTM DT Midstream Inc. Add +84.7% 3.49% +1.12 RAL Ralliant Corp. Add +141.6% 2.51% +1.03 EQT Eqt Corp. Add +37.1% 6.10% +0.27 WCC Wesco International Inc. Add +9.3% 4.12% −0.40 FSLR First Solar Inc. Add +2.2% 12.21% −0.83 FTV Fortive Corp. Add +71.9% 5.77% −0.97 SWK Stanley Black & Decker Inc. Add +30.0% 11.84% −2.93
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ TSLA Tesla Inc. put New 715,000 $227.1M FSLR First Solar Inc. call Sold out 738,300 $93.3Mbefore 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