Clean Energy Transition LLP Portfolio Holdings

Clean Energy Transition LLP

  • $1.32 Billion
  • Q3 2025

Clean Energy Transition LLP has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.32 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Solar, Inc. with a value of $246M, Stanley Black & Decker, Inc. with a value of $208M, N Vent Electric PLC with a value of $133M, Emerson Electric CO with a value of $83.9M, and Consolidated Edison Inc with a value of $76.8M.

Examining the 13F form we can see an increase of $112M in the current position value, from $1.21B to 1.32B.

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 $1.32 Billion
Industrials: $712 Million
Technology: $304 Million
Energy: $226 Million
Utilities: $76.8 Million

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$27B
$246 Million 18.69% of portfolio
1,117,228
Q3 2025 Added 48.18%
$17.7B
$133 Million 10.1% of portfolio
1,350,357
Q3 2025 Reduced 30.82%
$75.4B
$83.9 Million 6.36% of portfolio
639,560
Q3 2025 Reduced 48.43%
$36B
$76.8 Million 5.83% of portfolio
764,387
Q3 2025 Added 35.16%
$37B
$61.2 Million 4.64% of portfolio
669,669
Q3 2025 Added 103.54%
$18.3B
$57.6 Million 4.37% of portfolio
1,174,960
Q3 2025 Added 3.89%
$13B
$48.4 Million 3.67% of portfolio
228,666
Q3 2025 Added 0.59%
$17.2B
$34.7 Million 2.63% of portfolio
313,005
Q3 2025 Added 26.74%
$140B
$19.5 Million 1.48% of portfolio
52,143
Q3 2025 Reduced 41.53%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $1.32 Billion
  • Prior Value $1.21 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 3 stocks
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