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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 | +55.53% | +14.04% | 12,714.8 | Industrial Products | |
SWK | Stanley Black & Decker Inc | 1,373,433 | 105,589.5 | +85.25% | 13.070 | +6.01% | 0.890 | +25.40% | -9.77% | 10,956.7 | Industrial Products | |
FSLR
CALL
| First Solar Inc | 738,300 | 93,343.3 | 0% | 11.550 | 0% | 0.690 | +35.60% | -1.53% | 18,611.2 | Semiconductors | |
FSLR | First Solar Inc | 737,436 | 93,234.0 | -21.14% | 11.540 | -1.30% | 0.690 | +35.60% | -1.53% | 18,611.2 | Semiconductors | |
EMR | Emerson Electric Co | 670,322 | 73,494.1 | -59.58% | 9.090 | -4.58% | 0.120 | +45.65% | +17.52% | 81,219.4 | Industrial Products | |
WMB | Williams Companies Inc | 1,017,483 | 60,804.8 | +61.48% | 7.520 | +2.86% | 0.080 | -0.07% | +9.21% | 70,928.3 | Oil & Gas | |
WY | Weyerhaeuser Co | 1,893,056 | 55,428.7 | New Holding | 6.860 | +6.86% | 0.260 | +0.31% | -7.39% | 18,625.0 | REITs | |
FTV | Fortive Corp | 658,120 | 48,161.2 | -16.10% | 5.960 | -0.35% | 0.190 | +4.15% | -9.00% | 17,425.8 | Hardware | |
ETN | Eaton Corp PLC | 155,169 | 42,179.6 | +37.73% | 5.220 | +1.43% | 0.040 | +42.38% | +15.54% | 148,975.7 | Industrial Products | |
EQT | EQT Corp | 778,918 | 41,617.6 | +45.42% | 5.150 | +1.61% | 0.130 | +15.58% | +28.17% | 35,169.3 | 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 | $25.68 | -13.71% | 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 | $70.82 | -15.98% | 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 | $144.39 | 19.77% | Reduce -59.58% | 670,322 | -987,976 | |
GEV | GE Vernova Inc | 2025-03-31 | Reduce Reduce | -3.84% | 270.13 ($348.71) 437.71 | $570.17 | 63.51% | Reduce -78.15% | 87,074 | -311,475 | |
WMB | Williams Companies Inc | 2025-03-31 | Add Add | +2.86% | 54.02 ($57.24) 61.09 | $58.09 | 1.48% | 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 | $102.41 | 2.36% | New holding | 175,852 | 175,852 | |
EQT | EQT Corp | 2025-03-31 | Add Add | +1.61% | 46.16 ($51.08) 54.25 | $58.75 | 15.02% | Add 45.42% | 778,918 | 243,288 | |
ETN | Eaton Corp PLC | 2025-03-31 | Add Add | +1.43% | 271.83 ($311.37) 371.23 | $380.72 | 22.27% | Add 37.73% | 155,169 | 42,508 | |
FSLR | First Solar Inc | 2025-03-31 | Reduce Reduce | -1.30% | 126.34 ($156.16) 197.73 | $173.54 | 11.13% | 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 | $149.74 | 4.37% | Sold Out | 0 | -202,729 |
Clean Energy Transition LLP Total Holding History ($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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