Clean Energy Transition LLP Portfolio Holdings

Clean Energy Transition LLP

  • $782 Million
  • Q1 2025

Clean Energy Transition LLP has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $782 Million distributed in 13 stocks.

Among their holdings, we can observe that their the top five positions include companies like: N Vent Electric PLC with a value of $118M, Stanley Black & Decker, Inc. with a value of $106M, First Solar, Inc. with a value of $93.2M, Emerson Electric CO with a value of $73.5M, and Williams Companies, Inc. with a value of $60.8M.

Examining the 13F form we can see an decrease of $39.7M in the current position value, from $821M to 782M.

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 $782 Million
Industrials: $372 Million
Technology: $235 Million
Energy: $119 Million
Real Estate: $55.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.4B
$118 Million 15.16% of portfolio
2,260,068
Q1 2025 Added 6.83%
$10.2B
$106 Million 13.51% of portfolio
1,373,433
Q1 2025 Added 85.25%
$17.5B
$93.2 Million 11.93% of portfolio
737,436
Q1 2025 Reduced 21.14%
$75.1B
$73.5 Million 9.4% of portfolio
670,322
Q1 2025 Reduced 59.58%
$71.8B
$60.8 Million 7.78% of portfolio
1,017,483
Q1 2025 Added 61.48%
$20.4B
$55.4 Million 7.09% of portfolio
1,893,056
Q1 2025 New
$25.7B
$48.2 Million 6.16% of portfolio
658,120
Q1 2025 Reduced 16.1%
$129B
$42.2 Million 5.4% of portfolio
155,169
Q1 2025 Added 37.73%
$19.7B
$41.6 Million 5.32% of portfolio
778,918
Q1 2025 Added 45.42%
$8.97B
$32.3 Million 4.13% of portfolio
207,980
Q1 2025 Added 21.39%
$10.2B
$17 Million 2.17% of portfolio
175,852
Q1 2025 New
Ge Vernova Inc
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 78.15%

Summary

  • Portfolio
  • No. of Stocks 13
  • Current Value $782 Million
  • Prior Value $821 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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