Clean Energy Transition LLP Portfolio Holdings

Clean Energy Transition LLP

  • $1.78 Billion
  • Q3 2024

Clean Energy Transition LLP has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.78 Billion distributed in 12 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Stanley Black & Decker, Inc. with a value of $219M, First Solar, Inc. with a value of $171M, N Vent Electric PLC with a value of $158M, Emerson Electric CO with a value of $114M, and Eaton Corp PLC with a value of $24.6M.

Examining the 13F form we can see an increase of $70M in the current position value, from $1.71B to 1.78B.

Clean Energy Transition LLP is based out at London, X0

Below you can find more details about Clean Energy Transition LLP portfolio as well as his latest detailed transactions.

Portfolio value $1.78 Billion
Consumer Cyclical: $1.05 Billion
Industrials: $517 Million
Technology: $211 Million
Financial Services: $4 Million
Utilities: $3.62 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$12.1B
$219 Million 12.27% of portfolio
1,984,184
Q3 2024 Added 49.03%
$19.4B
$171 Million 9.61% of portfolio
686,700
Q3 2024 Added 37.75%
$11.6B
$158 Million 8.89% of portfolio
2,254,633
Q3 2024 Added 56.49%
$73.4B
$114 Million 6.39% of portfolio
1,041,568
Q3 2024 Reduced 36.9%
$135B
$24.6 Million 1.38% of portfolio
74,317
Q3 2024 Reduced 74.78%
$16.2B
$23 Million 1.29% of portfolio
96,149
Q3 2024 Reduced 8.6%
$846M
$17.1 Million 0.96% of portfolio
2,598,221
Q3 2024 New
$1.06B
$4 Million 0.22% of portfolio
92,308
Q2 2024 New
$9.6B
$3.62 Million 0.2% of portfolio
40,842
Q3 2024 New
$89.5M
$1.56 Million 0.09% of portfolio
342,496
Q1 2024 Reduced 12.48%
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 13.6%

Summary

  • Portfolio
  • No. of Stocks 12
  • Current Value $1.78 Billion
  • Prior Value $1.71 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 3 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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