Latest Clean Energy Transition LLP Stock Portfolio
$1.01Billion
Equity Portfolio Value
Last Reported on: 13 Feb, 2024
About Clean Energy Transition LLP and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Clean Energy Transition LLP reported an equity portfolio of $1 Billions as of 31 Dec, 2023.
The top stock holdings of Clean Energy Transition LLP are SWK, NVT, JCI. The fund has invested 21.4% of it's portfolio in STANLEY BLACK & DECKER INC and 14.9% of portfolio in NVENT ELECTRIC PLC.
The fund managers got completely rid off NEXTRACKER INC stocks. They significantly reduced their stock positions in BLUE BIRD CORP (BLBD), FIRST SOLAR INC (FSLR) and STANLEY BLACK & DECKER INC (SWK). Clean Energy Transition LLP opened new stock positions in JOHNSON CTLS INTL PLC (JCI), EMERSON ELEC CO (EMR) and AVANGRID INC (AGR). The fund showed a lot of confidence in some stocks as they added substantially to NVENT ELECTRIC PLC (NVT) and EATON CORP PLC (ETN).
The top stock holdings of Clean Energy Transition LLP are SWK, NVT, JCI. The fund has invested 21.4% of it's portfolio in STANLEY BLACK & DECKER INC and 14.9% of portfolio in NVENT ELECTRIC PLC.
The fund managers got completely rid off NEXTRACKER INC stocks. They significantly reduced their stock positions in BLUE BIRD CORP (BLBD), FIRST SOLAR INC (FSLR) and STANLEY BLACK & DECKER INC (SWK). Clean Energy Transition LLP opened new stock positions in JOHNSON CTLS INTL PLC (JCI), EMERSON ELEC CO (EMR) and AVANGRID INC (AGR). The fund showed a lot of confidence in some stocks as they added substantially to NVENT ELECTRIC PLC (NVT) and EATON CORP PLC (ETN).
New Buys
| Ticker | $ Bought |
|---|---|
| JOHNSON CTLS INTL PLC | 124,553,000 |
| EMERSON ELEC CO | 87,068,300 |
| AVANGRID INC | 75,619,900 |
| EVERSOURCE ENERGY | 40,181,400 |
| FLUENCE ENERGY INC | 32,123,800 |
| OTIS WORLDWIDE CORP | 30,337,000 |
| TPI COMPOSITES INC | 1,620,060 |
New stocks bought by Clean Energy Transition LLP
Additions
| Ticker | % Inc. |
|---|---|
| NVENT ELECTRIC PLC | 1.57 |
| EATON CORP PLC | 0.48 |
Additions to existing portfolio by Clean Energy Transition LLP
Reductions
| Ticker | % Reduced |
|---|---|
| BLUE BIRD CORP | -71.56 |
| FIRST SOLAR INC | -41.64 |
| STANLEY BLACK & DECKER INC | -3.72 |
Clean Energy Transition LLP reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| NEXTRACKER INC | -38,015,800 |
Clean Energy Transition LLP got rid off the above stocks
Current Stock Holdings of Clean Energy Transition LLP
Last Reported on: 13 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AGR | AVANGRID INC | 7.49 | 2,333,230 | 75,619,900 | NEW | ||
| BLBD | BLUE BIRD CORP | 0.89 | 333,619 | 8,994,370 | REDUCED | -71.56 | |
| EMR | EMERSON ELEC CO | 8.63 | 894,568 | 87,068,300 | NEW | ||
| ES | EVERSOURCE ENERGY | 3.98 | 651,027 | 40,181,400 | NEW | ||
| ETN | EATON CORP PLC | 12.18 | 510,436 | 122,923,000 | ADDED | 0.48 | |
| FLNC | FLUENCE ENERGY INC | 3.18 | 1,346,910 | 32,123,800 | NEW | ||
| FSLR | FIRST SOLAR INC | 11.82 | 692,542 | 119,311,000 | REDUCED | -41.64 | |
| JCI | JOHNSON CTLS INTL PLC | 12.34 | 2,160,880 | 124,553,000 | NEW | ||
| NVT | NVENT ELECTRIC PLC | 14.87 | 2,540,540 | 150,121,000 | ADDED | 1.57 | |
| OTIS | OTIS WORLDWIDE CORP | 3.01 | 339,075 | 30,337,000 | NEW | ||
| SWK | STANLEY BLACK & DECKER INC | 21.45 | 2,207,010 | 216,508,000 | REDUCED | -3.72 | |
| TPIC | TPI COMPOSITES INC | 0.16 | 391,320 | 1,620,060 | NEW | ||
| NEXTRACKER INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |