Funds › Clean Energy Transition LLP
Clean Energy Transition LLP
13F for Q3 2026, filed Nov 13, 2026. 11 positions worth $1.1B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | FSLR First Solar, Inc. | 1.38M | $240.8M | 21.7% | +7.6% | 13F ↗ |
| 2 | SWK Stanley Black & Decker, Inc. | 2.07M | $183.7M | 16.6% | -21.2% | 13F ↗ |
| 3 | NVT nVent Electric plc | 925,267 | $148.4M | 13.4% | +35.4% | 13F ↗ |
| 4 | EMR Emerson Electric Company | 924,285 | $143.4M | 12.9% | -25.9% | 13F ↗ |
| 5 | OTIS Otis Worldwide Corporation | 1.40M | $89.9M | 8.1% | -39.4% | 13F ↗ |
| 6 | ED Consolidated Edison, Inc. | 799,807 | $81.7M | 7.4% | +29.2% | 13F ↗ |
| 7 | PNR Pentair plc. | 1.12M | $59.4M | 5.4% | +44.0% | 13F ↗ |
| 8 | RAL Ralliant Corporation | 720,686 | $49.8M | 4.5% | -26.5% | 13F ↗ |
| 9 | ALLE Allegion plc | 289,652 | $44.5M | 4.0% | New | 13F ↗ |
| 10 | OC Owens Corning Inc | 376,062 | $43.9M | 4.0% | -46.7% | 13F ↗ |
| 11 | LNG Cheniere Energy, Inc. | 84,653 | $22.8M | 2.1% | New | 13F ↗ |
Changes since Q2 2026
2 new, 4 added to, 5 trimmed, 5 exited, 0 unchanged. By estimated dollars.
New positions (2)
Added to (4)
Trimmed (5)
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 13, 2026 | 13F-HR | 11 | $1.1B | Current | SEC ↗ |
| Q2 2026 | Aug 14, 2026 | 13F-HR | 14 | $1.4B | Current | SEC ↗ |
| Q1 2026 | May 15, 2026 | 13F-HR | 15 | $1.5B | Current | SEC ↗ |
| Q4 2025 | Feb 13, 2026 | 13F-HR | 12 | $1.2B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 15 | $1.4B | Current | SEC ↗ |
| Q2 2025 | Aug 11, 2025 | 13F-HR | 17 | $1.2B | Current | SEC ↗ |
| Q1 2025 | May 12, 2025 | 13F-HR | 13 | $808.2M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer