Skip to content
Disclosery

Clean Energy Transition LLP

Follow

13F filer, CIK 1911523, LONDON, United Kingdom

Clean Energy Transition LLP reported $1,435,930,726 across 14 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 94.42% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-003513

Period
2026-06-30
Reported value
$1.44B
Holdings
14
Top 10 weight
94.42%
New
2
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OTISadded+1,596,659$114M
EDnew+619,179$68.5M
XELnew+430,722$34.6M
OCadded+130,432$20.7M
PNRadded+212,264$16.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
NVTreduced-518,564-$88M
FANGexited-286,311-$56.6M
FSLRreduced-148,350-$35M
EQTreduced-586,251-$31.2M
WCCexited-103,173-$28.2M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000902664-26-003513, largest first. % of portfolio is the value over $1,435,930,726, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 686,700 shares; 2024Q4: 935,147 shares; 2025Q1: 737,436 shares; 2025Q2: 753,954 shares; 2025Q3: 1,117,228 shares; 2025Q4: 1,148,982 shares; 2026Q1: 1,426,587 shares; 2026Q2: 1,278,237 shares 1,278,237$302M21%-148,350Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,984,184 shares; 2024Q4: 741,404 shares; 2025Q1: 1,373,433 shares; 2025Q2: 1,785,462 shares; 2025Q3: 2,799,218 shares; 2025Q4: 2,936,073 shares; 2026Q1: 2,601,390 shares; 2026Q2: 2,630,774 shares 2,630,774$248M17.24%+29,384Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,041,568 shares; 2024Q4: 1,658,298 shares; 2025Q1: 670,322 shares; 2025Q2: 1,240,219 shares; 2025Q3: 639,560 shares; 2025Q4: 1,351,224 shares; 2026Q1: 1,222,925 shares; 2026Q2: 1,247,352 shares 1,247,352$179M12.44%+24,427Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329,007 shares; 2025Q3: 669,669 shares; 2025Q4: 595,603 shares; 2026Q1: 708,348 shares; 2026Q2: 2,305,007 shares 2,305,007$165M11.49%+1,596,659Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,254,633 shares; 2024Q4: 2,115,665 shares; 2025Q1: 2,260,068 shares; 2025Q2: 1,951,906 shares; 2025Q3: 1,350,357 shares; 2025Q4: 1,506,140 shares; 2026Q1: 1,201,911 shares; 2026Q2: 683,347 shares 683,347$116M8.07%-518,564Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531,618 shares; 2025Q4: 563,542 shares; 2026Q1: 574,854 shares; 2026Q2: 705,286 shares 705,286$112M7.81%+130,432Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529,484 shares; 2025Q3: 900,903 shares; 2025Q4: 901,957 shares; 2026Q1: 1,136,965 shares; 2026Q2: 980,665 shares 980,665$72.2M5.03%-156,300Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565,554 shares; 2025Q3: 764,387 shares; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 619,179 shares 619,179$68.5M4.77%newTimeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246,969 shares; 2025Q3: 313,005 shares; 2025Q4: 247,161 shares; 2026Q1: 565,871 shares; 2026Q2: 778,135 shares 778,135$59.7M4.15%+212,264Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 430,722 shares 430,722$34.6M2.41%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 784,384 shares; 2025Q1: 658,120 shares; 2025Q2: 1,131,015 shares; 2025Q3: 1,174,960 shares; 2025Q4: 1,054,309 shares; 2026Q1: 724,981 shares; 2026Q2: 512,269 shares 512,269$31.3M2.18%-212,712Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 331,740 shares; 2026Q2: 155,419 shares 155,419$22.6M1.57%-176,321Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 74,317 shares; 2024Q4: 112,661 shares; 2025Q1: 155,169 shares; 2025Q2: 89,176 shares; 2025Q3: 52,143 shares; 2025Q4: not reported; 2026Q1: 88,514 shares; 2026Q2: 41,909 shares 41,909$17.9M1.24%-46,605Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 535,630 shares; 2025Q1: 778,918 shares; 2025Q2: 1,067,988 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 744,509 shares; 2026Q2: 158,258 shares 158,258$8.41M0.59%-586,251Timeline

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
TSMTAIWAN SEMICONDUCTOR MANUFAC940,000$318Mput
FANGDIAMONDBACK ENERGY INC286,311$56.6Mshares
WCCWESCO INTL INC103,173$28.2Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000902664-26-003513 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000902664-26-003513 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000902664-26-002525 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000902664-26-000991 Quarter ended 2025-12-312026-02-13acceptance time not in the bulk data set
13F-HR 0000902664-25-004854 Quarter ended 2025-09-302025-11-12acceptance time not in the bulk data set
13F-HR 0000902664-25-003484 Quarter ended 2025-06-302025-08-11acceptance time not in the bulk data set
13F-HR 0000902664-25-002263 Quarter ended 2025-03-312025-05-12acceptance time not in the bulk data set
13F-HR 0000902664-25-000920 Quarter ended 2024-12-312025-02-13acceptance time not in the bulk data set
13F-HR 0000902664-24-006586 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000902664-24-005087 Quarter ended 2024-06-302024-08-13acceptance time not in the bulk data set
13F-HR 0000902664-24-003554 Quarter ended 2024-03-312024-05-14acceptance time not in the bulk data set
13F-HR 0000902664-24-001478 Quarter ended 2023-12-312024-02-13acceptance time not in the bulk data set
13F-HR 0000902664-23-005475 Quarter ended 2023-09-302023-11-13acceptance time not in the bulk data set
13F-HR 0000902664-23-004363 Quarter ended 2023-06-302023-08-11acceptance time not in the bulk data set
13F-HR 0000902664-23-003044 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000902664-23-001439 Quarter ended 2022-12-312023-02-10acceptance time not in the bulk data set
13F-HR 0000902664-22-004811 Quarter ended 2022-09-302022-11-10acceptance time not in the bulk data set
13F-HR 0000902664-22-003934 Quarter ended 2022-06-302022-08-12acceptance time not in the bulk data set
13F-HR 0000902664-22-002939 Quarter ended 2022-03-312022-05-13acceptance time not in the bulk data set
13F-HR 0000902664-22-001796 Quarter ended 2021-12-312022-02-17acceptance time not in the bulk data set