Clean Energy Transition LLP In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Clean Energy Transition LLP reported 12 stock positions worth $1.2 billion . Its top holding was First Solar (FSLR) at 25.0% of the portfolio, followed by Stanley Black & Decker (SWK, 18.2% ) and Emerson Electric (EMR, 15.0% ). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 6 and reduced 5. The biggest buy was Emerson Electric (EMR, shares +111% ) and the biggest sale an exit from Consolidated Edison (ED).
Location LONDON, X0
CIK 0001911523
Portfolio Value $1.2B (Q4 2025) Holdings 12 stocks · $1.2B 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 2025 FSLR First Solar Inc. 1,148,982 $300.1M Add +2.8% SWK Stanley Black & Decker Inc. 2,936,073 $218.1M Add +4.9% EMR Emerson Electric Co. 1,351,224 $179.3M Add +111.3% NVT Nvent Electric PLC 1,506,140 $153.6M Add +11.5% OC Owens Corning 563,542 $63.1M Add +6.0% FTV Fortive Corp. 1,054,309 $58.2M Reduce -10.3% OTIS Otis Worldwide Corp. 595,603 $52.0M Reduce -11.1% WCC Wesco International Inc. 211,420 $51.7M Reduce -7.5% CNI Canadian Natl Railway Co. 478,184 $47.3M New RAL Ralliant Corp. 901,957 $45.9M Add +0.1% PNR Pentair PLC 247,161 $25.7M Reduce -21.0% AAON Aaon Inc. 44,134 $3.4M Reduce -91.4%
Portfolio Sells Q3 2025 → Q4 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 Q3 2025 % Of Portfolio Change To Portfolio ▲ ED Consolidated Edison Inc. Sold out 0.00% −6.76 AAON Aaon Inc. Reduce -91.4% 0.28% −3.94 ETN Eaton Corp. PLC Sold out 0.00% −1.72 OTIS Otis Worldwide Corp. Reduce -11.1% 4.34% −1.05 PNR Pentair PLC Reduce -21.0% 2.15% −0.90 JHX James Hardie Ind PLC Sold out 0.00% −0.32 FTV Fortive Corp. Reduce -10.3% 4.86% −0.21 WCC Wesco International Inc. Reduce -7.5% 4.32% +0.06
Portfolio Buys Q3 2025 → Q4 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 Q3 2025 % Of Portfolio Change To Portfolio ▼ EMR Emerson Electric Co. Add +111.3% 14.96% +7.58 CNI Canadian Natl Railway Co. New 3.94% +3.94 FSLR First Solar Inc. Add +2.8% 25.04% +3.36 NVT Nvent Electric PLC Add +11.5% 12.81% +1.09 RAL Ralliant Corp. Add +0.1% 3.83% +0.36 SWK Stanley Black & Decker Inc. Add +4.9% 18.20% −0.12 OC Owens Corning Add +6.0% 5.26% −1.36
Options Activity Q3 2025 → Q4 2025 Security Type Change vs Q3 2025 Underlying Shares Value ▼ XOM Exxon Mobil Corp. put Sold out 2,000,000 $225.5Mbefore 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