Clean Energy Transition
$1.4B 13F equity value
16 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Clean Energy Transition covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| FSLR | FIRST SOLAR INC | 1,278,237 | $302M | 21.0% |
| SWK | STANLEY BLACK & DECKER INC | 2,630,774 | $248M | 17.2% |
| EMR | EMERSON ELEC CO | 1,247,352 | $179M | 12.4% |
| OTIS | OTIS WORLDWIDE CORP | 2,305,007 | $165M | 11.5% |
| NVT | NVENT ELEC PLC | 683,347 | $116M | 8.1% |
| OC | OWENS CORNING NEW | 705,286 | $112M | 7.8% |
| RAL | RALLIANT CORP | 980,665 | $72M | 5.0% |
| ED | CONSOLIDATED EDISON INC | 619,179 | $68M | 4.8% |
| PNR | PENTAIR PLC | 778,135 | $60M | 4.2% |
| XEL | XCEL ENERGY INC | 430,722 | $35M | 2.4% |
Track Clean Energy Transition's 13F portfolio: $1.4B in reported holdings, 16 positions. Top holdings and quarterly changes on SentiSense.
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