Vault-13

Clean Energy Transition LLP

LONDON, X0 · CIK 1911523 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2021 · limited liability partnership

As an employer

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

CityCountryPeople
London (main office)United Kingdom United Kingdomabout 3
New York, NYUnited States United States2

In the UK

CompanyTownStaffPay gap reportFCA register
CLEAN ENERGY TRANSITION LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals London Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$1.4bn reported value +17.8% vs Q1 2026
14positions
94.4%in top 10
2 new 5 added 7 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 FIRST SOLAR INC COM FSLR FSLR 1,278,237 $301.6m21.00% 21.00% ReducedShares held: Q3 2025 1.1m, Q4 2025 1.1m, Q1 2026 1.4m, Q2 2026 1.3m -148.3k -148,350 -10.4%
2 STANLEY BLACK & DECKER INC COM SWK SWK 2,630,774 $247.6m17.24% 17.24% AddedShares held: Q3 2025 2.8m, Q4 2025 2.9m, Q1 2026 2.6m, Q2 2026 2.6m +29.4k +29,384 1.1%
3 EMERSON ELEC CO COM EMR EMR 1,247,352 $178.6m12.44% 12.44% AddedShares held: Q3 2025 639.6k, Q4 2025 1.4m, Q1 2026 1.2m, Q2 2026 1.2m +24.4k +24,427 2.0%
4 OTIS WORLDWIDE CORP COM OTIS OTIS 2,305,007 $165.0m11.49% 11.49% AddedShares held: Q3 2025 669.7k, Q4 2025 595.6k, Q1 2026 708.3k, Q2 2026 2.3m +1.6m +1,596,659 225.4%
5 NVENT ELECTRIC PLC SHS NVT NVT 683,347 $115.9m8.07% 8.07% ReducedShares held: Q3 2025 1.4m, Q4 2025 1.5m, Q1 2026 1.2m, Q2 2026 683.3k -518.6k -518,564 -43.1%
6 OWENS CORNING NEW COM OC OC 705,286 $112.1m7.81% 7.81% AddedShares held: Q3 2025 531.6k, Q4 2025 563.5k, Q1 2026 574.9k, Q2 2026 705.3k +130.4k +130,432 22.7%
7 RALLIANT CORP COM RAL RAL 980,665 $72.2m5.03% 5.03% ReducedShares held: Q3 2025 900.9k, Q4 2025 902.0k, Q1 2026 1.1m, Q2 2026 980.7k -156.3k -156,300 -13.8%
8 CONSOLIDATED EDISON INC COM ED ED 619,179 $68.5m4.77% 4.77% NewShares held: Q3 2025 764.4k, Q4 2025 0, Q1 2026 0, Q2 2026 619.2k
9 PENTAIR PLC SHS PNR PNR 778,135 $59.7m4.15% 4.15% AddedShares held: Q3 2025 313.0k, Q4 2025 247.2k, Q1 2026 565.9k, Q2 2026 778.1k +212.3k +212,264 37.5%
10 XCEL ENERGY INC COM XEL XEL 430,722 $34.6m2.41% 2.41% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 430.7k
11 FORTIVE CORP COM FTV FTV 512,269 $31.3m2.18% 2.18% ReducedShares held: Q3 2025 1.2m, Q4 2025 1.1m, Q1 2026 725.0k, Q2 2026 512.3k -212.7k -212,712 -29.3%
12 TIMKEN CO COM TKR TKR 155,419 $22.6m1.57% 1.57% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 331.7k, Q2 2026 155.4k -176.3k -176,321 -53.1%
13 EATON CORP PLC SHS ETN ETN 41,909 $17.9m1.24% 1.24% ReducedShares held: Q3 2025 52.1k, Q4 2025 0, Q1 2026 88.5k, Q2 2026 41.9k -46.6k -46,605 -52.6%
14 EQT CORP COM EQT EQT 158,258 $8.4m0.59% 0.59% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 744.5k, Q2 2026 158.3k -586.3k -586,251 -78.7%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
DIAMONDBACK ENERGY INC FANG FANG 286,311 $56.6m286.3k shares
WESCO INTL INC WCC WCC 103,173 $28.2m103.2k shares