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Clean Energy Transition LLP

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13F filer, CIK 1911523, LONDON, United Kingdom

Clean Energy Transition LLP reported $1,198,469,394 across 12 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 97.57% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000902664-26-000991

Period
2025-12-31
Reported value
$1.2B
Holdings
12
Top 10 weight
97.57%
New
1
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EMRadded+711,664$94.5M
CNInew+478,184$47.3M
NVTadded+155,783$15.9M
SWKadded+136,855$10.2M
FSLRadded+31,754$8.3M

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
EDexited-764,387-$76.8M
AAONreduced-469,308-$35.8M
ETNexited-52,143-$19.5M
PNRreduced-65,844-$6.86M
FTVreduced-120,651-$6.66M

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, Q4 2025

Share positions as resolved from 13F-HR 0000902664-26-000991, largest first. % of portfolio is the value over $1,198,469,394, 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; 2024Q1: restricted; 2024Q2: restricted; 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 1,148,982$300M25.04%+31,754Timeline
SWKSTANLEY BLACK & DECKER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 2,936,073$218M18.2%+136,855Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,351,224$179M14.96%+711,664Timeline
NVTNVENT ELEC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,506,140$154M12.81%+155,783Timeline
OCOWENS CORNING NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 531,618 shares; 2025Q4: 563,542 shares 563,542$63.1M5.26%+31,924Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 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 1,054,309$58.2M4.86%-120,651Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 329,007 shares; 2025Q3: 669,669 shares; 2025Q4: 595,603 shares 595,603$52M4.34%-74,066Timeline
WCCWESCO INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 171,329 shares; 2025Q1: 207,980 shares; 2025Q2: 227,334 shares; 2025Q3: 228,666 shares; 2025Q4: 211,420 shares 211,420$51.7M4.32%-17,246Timeline
CNICANADIAN NATL RY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 478,184 shares 478,184$47.3M3.94%newTimeline
RALRALLIANT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 529,484 shares; 2025Q3: 900,903 shares; 2025Q4: 901,957 shares 901,957$45.9M3.83%+1,054Timeline
PNRPENTAIR PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 246,969 shares; 2025Q3: 313,005 shares; 2025Q4: 247,161 shares 247,161$25.7M2.15%-65,844Timeline
AAONAAON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 513,442 shares; 2025Q4: 44,134 shares 44,134$3.37M0.28%-469,308Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
XOMEXXON MOBIL CORP2,000,000$226Mput
EDCONSOLIDATED EDISON INC764,387$76.8Mshares
ETNEATON CORP PLC52,143$19.5Mshares
JHXJAMES HARDIE INDS PLC191,261$3.67Mshares

How Q4 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 0000902664-26-000991 base2026-02-13acceptance time not in the bulk data set