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Clean Energy Transition LLP13F | |
| Clean Energy Transition LLP | |
| Last update 2025-05-12 | 13 Stocks (2 new) |
| Value $808.00 Mil | Turnover 23 % |
Clean Energy Transition LLP Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVT | nVent Electric PLC | 2,260,068 | 118,472.8 | +6.83% | 14.660 | +0.94% | 1.370 | +55.60% | +10.62% | 12,332.9 | Industrial Products | |
SWK | Stanley Black & Decker Inc | 1,373,433 | 105,589.5 | +85.25% | 13.070 | +6.01% | 0.890 | +11.39% | -9.41% | 11,000.1 | Industrial Products | |
FSLR
CALL
| First Solar Inc | 738,300 | 93,343.3 | 0% | 11.550 | 0% | 0.690 | +35.82% | +4.99% | 19,843.4 | Semiconductors | |
FSLR | First Solar Inc | 737,436 | 93,234.0 | -21.14% | 11.540 | -1.30% | 0.690 | +35.82% | +4.99% | 19,843.4 | Semiconductors | |
EMR | Emerson Electric Co | 670,322 | 73,494.1 | -59.58% | 9.090 | -4.58% | 0.120 | +37.77% | +13.75% | 78,615.0 | Industrial Products | |
WMB | Williams Companies Inc | 1,017,483 | 60,804.8 | +61.48% | 7.520 | +2.86% | 0.080 | +0.17% | +10.24% | 71,599.8 | Oil & Gas | |
WY | Weyerhaeuser Co | 1,893,056 | 55,428.7 | New Holding | 6.860 | +6.86% | 0.260 | -2.86% | -4.68% | 19,169.0 | REITs | |
FTV | Fortive Corp | 658,120 | 48,161.2 | -16.10% | 5.960 | -0.35% | 0.190 | +4.29% | -5.84% | 18,030.8 | Hardware | |
ETN | Eaton Corp PLC | 155,169 | 42,179.6 | +37.73% | 5.220 | +1.43% | 0.040 | +39.34% | +9.93% | 141,736.7 | Industrial Products | |
EQT | EQT Corp | 778,918 | 41,617.6 | +45.42% | 5.150 | +1.61% | 0.130 | +6.50% | +20.66% | 33,110.0 | Oil & Gas |
Clean Energy Transition LLP's Historical Top Holdings Breakdowns
Clean Energy Transition LLP's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
WY | Weyerhaeuser Co | 2025-03-31 | New Buy New Buy | +6.86% | 27.29 ($29.76) 31.39 | $26.43 | -11.19% | New holding | 1,893,056 | 1,893,056 | |
SWK | Stanley Black & Decker Inc | 2025-03-31 | Add Add | +6.01% | 76.43 ($84.29) 90.4 | $71.10 | -15.65% | Add 85.25% | 1,373,433 | 632,029 | |
EMR | Emerson Electric Co | 2025-03-31 | Reduce Reduce | -4.58% | 108.64 ($120.56) 131.17 | $139.76 | 15.93% | Reduce -59.58% | 670,322 | -987,976 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -3.84% | 270.13 ($348.71) 437.71 | $517.04 | 48.27% | Reduce -78.15% | 87,074 | -311,475 | |
WMB | Williams Companies Inc | 2025-03-31 | Add Add | +2.86% | 54.02 ($57.24) 61.09 | $58.64 | 2.45% | Add 61.48% | 1,017,483 | 387,373 | |
DTM | DT Midstream Inc | 2025-03-31 | New Buy New Buy | +2.10% | 86.95 ($100.05) 113.75 | $105.94 | 5.89% | New holding | 175,852 | 175,852 | |
EQT | EQT Corp | 2025-03-31 | Add Add | +1.61% | 46.16 ($51.08) 54.25 | $55.31 | 8.28% | Add 45.42% | 778,918 | 243,288 | |
ETN | Eaton Corp PLC | 2025-03-31 | Add Add | +1.43% | 271.83 ($311.37) 371.23 | $362.22 | 16.33% | Add 37.73% | 155,169 | 42,508 | |
FSLR | First Solar Inc | 2025-03-31 | Reduce Reduce | -1.30% | 126.34 ($156.16) 197.73 | $185.03 | 18.49% | Reduce -21.14% | 737,436 | -197,711 | |
GNRC | Generac Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.18% | 126.65 ($143.47) 164.06 | $152.37 | 6.20% | Sold Out | 0 | -202,729 |
Clean Energy Transition LLP Total Holding History ($B)
Clean Energy Transition LLP's Asset Allocation
Clean Energy Transition LLP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Clean Energy Transition LLP's Hypothetical Growth since 2025-03-31
Clean Energy Transition LLP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Clean Energy Transition LLP's Holdings Heat Map
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Clean Energy Transition LLP's Holdings Bubble Chart
Clean Energy Transition LLP News
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