account_balance

Investment manager · 13F filer · SEC CIK 1911523

Clean Energy Transition LLP

Reported value$1.11Bas of Sep 30, 2026
Positions11 2 new, 5 sold out
Top 10 weight97.9%FSLR alone is 22%
FiledNov 1344 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

This fund reports 11 stocks.

Box size is the share of the fund. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 11 as a list
FSLR First Solar, Inc. 21.7% Added +8%SWK Stanley Black & Decker, Inc. 16.6% Trimmed −21%NVT nVent Electric PLC 13.4% Added +35%EMR Emerson Electric Co 12.9% Trimmed −26%OTIS Otis Worldwide Corp 8.1% Trimmed −39%ED Consolidated Edison Inc 7.4% Added +29%PNR Pentair PLC 5.4% Added +44%RAL Ralliant Corp 4.5% Trimmed −27%ALLE Allegion PLC 4.0% NewOC Owens Corning 4.0% Trimmed −47%LNG Cheniere Energy, Inc. 2.1% New

What changed

Biggest moves since Jun 30, 2026

Filed Nov 13, 2026, compared with the Aug 14, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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