2026 Q2 Portfolio Activity
In 2026 Q2, Clean Energy Transition LLP maintained a portfolio of 17 distinct positions. The most significant new addition was CONSOLIDATED EDISON INC, now representing 4.77% of the total fund value. They heavily accumulated shares in OTIS WORLDWIDE CORP, increasing the position by 225.4%. Conversely, Clean Energy Transition LLP completely exited their position in TAIWAN SEMICONDUCTOR MANUFAC.
Position History
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Total Positions
17
Quarter
2026 Q2
Top Holding
FSLR (21.0%)
Top 10 Concentration
94.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-17 of 17
Clean Energy Transition LLP Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
FSLR
FIRST SOLAR INC
|
Technology | 21.00% | 18.31% |
#1
1
Prev: #2
|
6.5 |
—
|
-148,350 | -10.4% |
P
S
|
1,278,237 | $301,612,803 |
$146.71
+39.4%
|
2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
SWK
STANLEY BLACK &...
|
Industrials | 17.24% | 12.03% |
#2
1
Prev: #3
|
6.0 |
—
|
29,384 | 1.1% |
P
S
|
2,630,774 | $247,608,449 |
$77.65
+26.0%
|
2022 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
EMR
EMERSON ELEC CO
|
Industrials | 12.44% | 10.42% |
#3
1
Prev: #4
|
5.5 |
—
|
24,427 | 2.0% |
P
S
|
1,247,352 | $178,558,439 |
$114.64
+35.4%
|
2023 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
OTIS
OTIS WORLDWIDE ...
|
Industrials | 11.49% | 3.55% |
#4
4
Prev: #8
|
7.5 |
—
|
1,596,659 | 225.4% |
P
S
|
2,305,007 | $165,038,501 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NVT
NVENT ELEC PLC
|
Industrials | 8.07% | 9.25% |
#5
Prev: #5
|
3.7 |
—
|
-518,564 | -43.1% |
P
S
|
683,347 | $115,902,485 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
OC
OWENS CORNING N...
|
Industrials | 7.81% | 4.05% |
#6
Prev: #6
|
5.6 |
—
|
130,432 | 22.7% |
P
S
|
705,286 | $112,112,263 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
RAL
RALLIANT CORP
|
Technology | 5.03% | 3.08% |
#7
4
Prev: #11
|
2.5 |
—
|
-156,300 | -13.7% |
P
S
|
980,665 | $72,206,364 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ED
CONSOLIDATED ED...
|
Utilities | 4.77% | — |
#8
Prev: #—
|
5.4 |
—
|
619,179 | — |
NEW
|
619,179 | $68,499,773 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
PNR
PENTAIR PLC
|
Industrials | 4.15% | 3.21% |
#9
Prev: #9
|
4.2 |
—
|
212,264 | 37.5% |
P
S
|
778,135 | $59,651,829 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
XEL
XCEL ENERGY INC
|
Utilities | 2.41% | — |
#10
Prev: #—
|
4.5 |
—
|
430,722 | — |
NEW
|
430,722 | $34,586,977 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FTV
FORTIVE CORP
|
Technology | 2.18% | 2.61% |
#11
1
Prev: #12
|
0.9 |
—
|
-212,712 | -29.3% |
P
S
|
512,269 | $31,294,513 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TKR
TIMKEN CO
|
Industrials | 1.57% | 2.17% |
#12
1
Prev: #13
|
0.6 |
—
|
-176,321 | -53.2% |
P
S
|
155,419 | $22,585,489 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ETN
EATON CORP PLC
|
Industrials | 1.24% | 2.06% |
#13
1
Prev: #14
|
0.5 |
—
|
-46,605 | -52.7% |
P
S
|
41,909 | $17,858,263 | 2021 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
EQT
EQT CORP
|
Energy | 0.59% | 3.08% |
#14
4
Prev: #10
|
0.2 |
—
|
-586,251 | -78.7% |
P
S
|
158,258 | $8,414,578 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
WCC
WESCO INTL INC
|
Industrials | 0.00% | 1.84% |
Sold All 😨
(Was: #15) |
0.0 |
—
|
-103,173 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.00% | 3.68% |
Sold All 😨
(Was: #7) |
0.0 |
—
|
-286,311 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSM
PUT
TAIWAN SEMICOND...
|
PUT Option | 0.00% | 20.67% |
Sold All 😨
(Was: #1) |
0.0 |
—
|
-940,000 | -100.0% |
CLOSED
|
— | $— | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-17 of 17 holdings