Clean Energy Transition LLP Portfolio Holdings

Clean Energy Transition LLP

  • $1.21 Billion
  • Q2 2025

Clean Energy Transition LLP has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.21 Billion distributed in 17 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Emerson Electric CO with a value of $165M, N Vent Electric PLC with a value of $143M, First Solar, Inc. with a value of $125M, Stanley Black & Decker, Inc. with a value of $121M, and Eqt Corp with a value of $62.3M.

Examining the 13F form we can see an increase of $425M in the current position value, from $782M to 1.21B.

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 $1.21 Billion
Industrials: $613 Million
Consumer Cyclical: $227 Million
Technology: $184 Million
Energy: $126 Million
Utilities: $56.8 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.1B
$165 Million 13.71% of portfolio
1,240,219
Q2 2025 Added 85.02%
$15.2B
$143 Million 11.85% of portfolio
1,951,906
Q2 2025 Reduced 13.64%
$21.6B
$125 Million 10.35% of portfolio
753,954
Q2 2025 Added 2.24%
$11.4B
$121 Million 10.03% of portfolio
1,785,462
Q2 2025 Added 30.0%
$18.4B
$62.3 Million 5.16% of portfolio
1,067,988
Q2 2025 Added 37.11%
$16.9B
$59 Million 4.89% of portfolio
1,131,015
Q2 2025 Added 71.86%
$34.4B
$56.8 Million 4.7% of portfolio
565,554
Q2 2025 New
$10.8B
$42.1 Million 3.49% of portfolio
227,334
Q2 2025 Added 9.31%
$10.2B
$35.7 Million 2.96% of portfolio
324,763
Q2 2025 Added 84.68%
$36.7B
$32.6 Million 2.7% of portfolio
329,007
Q2 2025 New
$139B
$31.8 Million 2.64% of portfolio
89,176
Q2 2025 Reduced 42.53%
$70.2B
$27.7 Million 2.3% of portfolio
441,282
Q2 2025 Reduced 56.63%
$18B
$25.4 Million 2.1% of portfolio
246,969
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 17
  • Current Value $1.21 Billion
  • Prior Value $782 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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