Clean Energy Transition LLP In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Clean Energy Transition LLP reported 14 stock positions worth $1.1 billion . Its top holding was First Solar (FSLR) at 21.7% of the portfolio, followed by Stanley Black & Decker (SWK, 18.3% ) and Nvent Electric (NVT, 11.7% ). Compared with Q2 2025, it opened 3 new positions, sold out of 5, added to 8 and reduced 3. The biggest buy was First Solar (FSLR, shares +48% ) and the biggest sale Emerson Electric (EMR, shares −48% ).
Location LONDON, X0
CIK 0001911523
Portfolio Value $1.1B (Q3 2025) Holdings 14 stocks · $1.1B 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 Q2 2025 FSLR First Solar Inc. 1,117,228 $246.4M Add +48.2% SWK Stanley Black & Decker Inc. 2,799,218 $208.1M Add +56.8% NVT Nvent Electric PLC 1,350,357 $133.2M Reduce -30.8% EMR Emerson Electric Co. 639,560 $83.9M Reduce -48.4% ED Consolidated Edison Inc. 764,387 $76.8M Add +35.2% OC Owens Corning 531,618 $75.2M New OTIS Otis Worldwide Corp. 669,669 $61.2M Add +103.5% FTV Fortive Corp. 1,174,960 $57.6M Add +3.9% WCC Wesco International Inc. 228,666 $48.4M Add +0.6% AAON Aaon Inc. 513,442 $48.0M New RAL Ralliant Corp. 900,903 $39.4M Add +70.2% PNR Pentair PLC 313,005 $34.7M Add +26.7% ETN Eaton Corp. PLC 52,143 $19.5M Reduce -41.5% JHX James Hardie Ind PLC 191,261 $3.7M New
Options reported separately and not counted above: XOM puts ($225.5M).
Portfolio Sells Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▲ EMR Emerson Electric Co. Reduce -48.4% 7.39% −8.80 EQT Eqt Corp. Sold out 0.00% −6.10 KNX Knight-Swift Transportation Sold out 0.00% −5.07 DTM DT Midstream Inc. Sold out 0.00% −3.49 WMB Williams Cos Inc. Sold out 0.00% −2.71 NVT Nvent Electric PLC Reduce -30.8% 11.73% −2.27 GEV GE Vernova Inc. Sold out 0.00% −1.65 ETN Eaton Corp. PLC Reduce -41.5% 1.72% −1.40
Portfolio Buys Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▼ FSLR First Solar Inc. Add +48.2% 21.69% +9.47 OC Owens Corning New 6.62% +6.62 SWK Stanley Black & Decker Inc. Add +56.8% 18.32% +6.48 AAON Aaon Inc. New 4.22% +4.22 OTIS Otis Worldwide Corp. Add +103.5% 5.39% +2.20 ED Consolidated Edison Inc. Add +35.2% 6.76% +1.21 RAL Ralliant Corp. Add +70.2% 3.47% +0.96 PNR Pentair PLC Add +26.7% 3.05% +0.57 JHX James Hardie Ind PLC New 0.32% +0.32 WCC Wesco International Inc. Add +0.6% 4.26% +0.14 FTV Fortive Corp. Add +3.9% 5.07% −0.70
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ TSLA Tesla Inc. put Sold out 715,000 $227.1Mbefore exit XOM Exxon Mobil Corp. put New 2,000,000 $225.5M
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