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Clean Energy Transition LLP

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13F filer, CIK 1911523, LONDON, United Kingdom

Clean Energy Transition LLP reported $808,173,010 across 13 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-12. Its ten largest share positions make up 93.91% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-002263

Period
2025-03-31
Reported value
$808M
Holdings
13
Top 10 weight
93.91%
New
3
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
WYnew+1,893,056$55.4M
SWKadded+632,029$48.6M
WMBadded+387,373$23.1M
DTMnew+175,852$17M
EQTadded+243,288$13M

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
EMRreduced-987,976-$108M
GEVreduced-311,475-$95.1M
GNRCexited-202,729-$31.4M
FSLRreduced-197,711-$25M
COHRexited-252,837-$24M

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, Q1 2025

Share positions as resolved from 13F-HR 0000902664-25-002263, largest first. % of portfolio is the value over $714,829,741, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254,633 shares; 2024Q4: 2,115,665 shares; 2025Q1: 2,260,068 shares 2,260,068$118M16.57%+144,403Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984,184 shares; 2024Q4: 741,404 shares; 2025Q1: 1,373,433 shares 1,373,433$106M14.77%+632,029Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,700 shares; 2024Q4: 935,147 shares; 2025Q1: 737,436 shares 737,436$93.2M13.04%-197,711Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,568 shares; 2024Q4: 1,658,298 shares; 2025Q1: 670,322 shares 670,322$73.5M10.28%-987,976Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630,110 shares; 2025Q1: 1,017,483 shares 1,017,483$60.8M8.51%+387,373Timeline
WYWEYERHAEUSER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,893,056 shares 1,893,056$55.4M7.75%newTimeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784,384 shares; 2025Q1: 658,120 shares 658,120$48.2M6.74%-126,264Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,317 shares; 2024Q4: 112,661 shares; 2025Q1: 155,169 shares 155,169$42.2M5.9%+42,508Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535,630 shares; 2025Q1: 778,918 shares 778,918$41.6M5.82%+243,288Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,329 shares; 2025Q1: 207,980 shares 207,980$32.3M4.52%+36,651Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,431 shares; 2024Q4: 398,549 shares; 2025Q1: 87,074 shares 87,074$26.6M3.72%-311,475Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,852 shares 175,852$17M2.37%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
FSLRFIRST SOLAR INC Stockcall738,300$93.3Mnew

Sold out in Q1 2025

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

SecurityShares beforeValue beforeType
TESLA INCTESLA INC4,198,100$1.7Bput
GNRCGENERAC HLDGS INC202,729$31.4Mshares
COHRCOHERENT CORP252,837$24Mshares
ASPEN TECHNOLOGY INCASPEN TECHNOLOGY INC72,298$18Mshares
SIISPROTT INC194,372$8.2Mshares
PNWPINNACLE WEST CAP CORP41,605$3.53Mshares

How Q1 2025 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 0000902664-25-002263 base2025-05-12acceptance time not in the bulk data set