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Clean Energy Transition LLP

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13F filer, CIK 1911523, LONDON, United Kingdom

Clean Energy Transition LLP reported $1,248,900,017 across 17 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-11. Its ten largest share positions make up 84.34% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-25-003484

Period
2025-06-30
Reported value
$1.25B
Holdings
17
Top 10 weight
84.34%
New
6
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EMRadded+569,897$76M
EDnew+565,554$56.8M
KNXnew+1,171,538$51.8M
OTISnew+329,007$32.6M
SWKadded+412,029$27.9M

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
WYexited-1,893,056-$55.4M
WMBreduced-576,201-$36.2M
GEVreduced-55,151-$29.2M
ETNreduced-65,993-$23.6M
NVTreduced-308,162-$22.6M

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 2025

Share positions as resolved from 13F-HR 0000902664-25-003484, largest first. % of portfolio is the value over $1,021,773,117, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,041,568 shares; 2024Q4: 1,658,298 shares; 2025Q1: 670,322 shares; 2025Q2: 1,240,219 shares 1,240,219$165M16.18%+569,897Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,254,633 shares; 2024Q4: 2,115,665 shares; 2025Q1: 2,260,068 shares; 2025Q2: 1,951,906 shares 1,951,906$143M13.99%-308,162Timeline
FSLRFIRST SOLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 686,700 shares; 2024Q4: 935,147 shares; 2025Q1: 737,436 shares; 2025Q2: 753,954 shares 753,954$125M12.21%+16,518Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,984,184 shares; 2024Q4: 741,404 shares; 2025Q1: 1,373,433 shares; 2025Q2: 1,785,462 shares 1,785,462$121M11.84%+412,029Timeline
EQTEQT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 535,630 shares; 2025Q1: 778,918 shares; 2025Q2: 1,067,988 shares 1,067,988$62.3M6.1%+289,070Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 784,384 shares; 2025Q1: 658,120 shares; 2025Q2: 1,131,015 shares 1,131,015$59M5.77%+472,895Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 565,554 shares 565,554$56.8M5.55%newTimeline
KNXKNIGHT-SWIFT TRANSN HLDGS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,171,538 shares 1,171,538$51.8M5.07%newTimeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,329 shares; 2025Q1: 207,980 shares; 2025Q2: 227,334 shares 227,334$42.1M4.12%+19,354Timeline
DTMDT MIDSTREAM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 175,852 shares; 2025Q2: 324,763 shares 324,763$35.7M3.49%+148,911Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329,007 shares 329,007$32.6M3.19%newTimeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,317 shares; 2024Q4: 112,661 shares; 2025Q1: 155,169 shares; 2025Q2: 89,176 shares 89,176$31.8M3.12%-65,993Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 630,110 shares; 2025Q1: 1,017,483 shares; 2025Q2: 441,282 shares 441,282$27.7M2.71%-576,201Timeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529,484 shares 529,484$25.7M2.51%newTimeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246,969 shares 246,969$25.4M2.48%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 652,431 shares; 2024Q4: 398,549 shares; 2025Q1: 87,074 shares; 2025Q2: 31,923 shares 31,923$16.9M1.65%-55,151Timeline

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
TSLATESLA INC COMput715,000$227Mnew

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
FSLRFIRST SOLAR INC738,300$93.3Mcall
WYWEYERHAEUSER CO1,893,056$55.4Mshares

How Q2 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 0000902664-25-003484 base2025-08-11acceptance time not in the bulk data set