Q2 2026 13F · SEC CIK 1911523
Clean Energy Transition LLP
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $1.4B
- Reported positions
- 14
- Top holdings a year, 3 yrs
- +33.4%
- Assets under management
- $4.6B
Clean Energy Transition LLP is a hedge fund that reported 14 positions worth $1.4B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were First Solar Inc (FSLR, 21.0%), Stanley Black & Decker Inc (SWK, 17.2%), Emerson Elec Co (EMR, 12.4%). A portfolio copying its top holdings returned 33.4% a year over the last 3 years, against 20.4% for the S&P 500.
Clean Energy Transition LLP holdings all 14 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| FSLRFirst Solar Inc | 21.0% | -10.4% | $301.6M |
| SWKStanley Black & Decker Inc | 17.2% | +1.1% | $247.6M |
| EMREmerson Elec Co | 12.4% | +2.0% | $178.6M |
| OTISOtis Worldwide Corp | 11.5% | +225.4% | $165.0M |
| NVTNvent Elec PLC | 8.1% | -43.1% | $115.9M |
| OCOwens Corning New | 7.8% | +22.7% | $112.1M |
| RALRalliant Corp | 5.0% | -13.7% | $72.2M |
| EDConsolidated Edison Inc | 4.8% | — | $68.5M |
| PNRPentair PLC | 4.2% | +37.5% | $59.7M |
| XELXcel Energy Inc | 2.4% | — | $34.6M |
| FTVFortive Corp | 2.2% | -29.3% | $31.3M |
| TKRTimken Co Com | 1.6% | -53.2% | $22.6M |
| ETNEaton Corp PLC | 1.2% | -52.7% | $17.9M |
| EQTEqt Corp | 0.6% | -78.7% | $8.4M |
What Clean Energy Transition LLP bought and sold in Q2 2026, against Q1 2026.
New positions
- ED Consolidated Edison Inc4.8% of 13F
- XEL Xcel Energy Inc2.4% of 13F
Added to
- OTIS Otis Worldwide Corp+225.4% shares
- PNR Pentair PLC+37.5% shares
- OC Owens Corning New+22.7% shares
Reduced
- EQT Eqt Corp-78.7% shares
- TKR Timken Co Com-53.2% shares
- ETN Eaton Corp PLC-52.7% shares
- NVT Nvent Elec PLC-43.1% shares
- FTV Fortive Corp-29.3% shares
- RAL Ralliant Corp-13.7% shares
- FSLR First Solar Inc-10.4% shares
Sold out
- FANG Diamondback Energy Incwas 4.6%
- WCC WESCO International, Inc.was 2.3%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- +34.4% /yr
- S&P 500 +20.1%
- 3 years
- +33.4% /yr
- S&P 500 +20.4%
- 5 years
- +30.7% /yr
- S&P 500 +16.8%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $1.4B | 14 |
| Q1 2026 | $1.2B | 14 |
| Q4 2025 | $1.2B | 12 |
| Q3 2025 | $1.1B | 14 |
| Q2 2025 | $1.0B | 16 |
| Q1 2025 | $714.8M | 12 |
| Q4 2024 | $976.3M | 15 |
| Q3 2024 | $902.4M | 11 |
| Q2 2024 | $1.8B | 12 |
| Q1 2024 | $1.0B | 12 |
| Q4 2023 | $1.0B | 12 |
| Q3 2023 | $687.3M | 6 |
Questions about Clean Energy Transition LLP's portfolio
What stocks does Clean Energy Transition LLP own?
Clean Energy Transition LLP's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 14 positions worth $1.4B. The largest are First Solar Inc (FSLR) at 21.0%, Stanley Black & Decker Inc (SWK) at 17.2%, Emerson Elec Co (EMR) at 12.4%, Otis Worldwide Corp (OTIS) at 11.5% and Nvent Elec PLC (NVT) at 8.1%.
What did Clean Energy Transition LLP buy last quarter?
In Q2 2026, Clean Energy Transition LLP added a new position in Consolidated Edison Inc (ED), a new position in Xcel Energy Inc (XEL), Otis Worldwide Corp (OTIS) (+225.4% shares), Pentair PLC (PNR) (+37.5% shares) and Owens Corning New (OC) (+22.7% shares), compared with its Q1 2026 filing.
What did Clean Energy Transition LLP sell last quarter?
In Q2 2026, Clean Energy Transition LLP sold all of Diamondback Energy Inc (FANG), sold all of WESCO International, Inc. (WCC), Eqt Corp (EQT) (-78.7% shares), Timken Co Com (TKR) (-53.2% shares) and Eaton Corp PLC (ETN) (-52.7% shares), compared with its Q1 2026 filing.
How has Clean Energy Transition LLP's portfolio performed?
A portfolio copying Clean Energy Transition LLP's 20 largest 13F holdings each quarter, from the day each filing was public, returned +33.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +34.4% against +20.1%. Over 5 years: +30.7% a year against +16.8%.
When is Clean Energy Transition LLP's next 13F filing due?
13F filings are due 45 days after each quarter ends. Clean Energy Transition LLP's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Clean Energy Transition LLP manage?
Clean Energy Transition LLP reported $4.6B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.4B.