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Clean Energy Transition LLP
Clean Energy Transition LLP is a London-based investment firm established in March 2021 by Per Lekander, Eirik Hogner, Benjamin Singh, and Paul Sheppard. The firm is majority-owned by its partners, operates with approximately 15 employees as of 2025, and provides portfolio management services focused on clean energy investments to institutional and professional investors.
Investment Strategy
Clean Energy Transition LLP pursues an active investment strategy focused on companies driving or benefiting from the ongoing transition towards cleaner energy sources and decarbonization. The firm invests in equities and derivatives, including both long and short positions, targeting sectors such as renewable energy, electrification, energy storage, and grid modernization. It seeks to generate alpha through deep fundamental research and active positioning in global energy-related markets.
Latest 13F Filing Activity
Clean Energy Transition LLP filed their most recent 13F report on Jun 30, 2025 disclosing 16 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in Emerson Elec Co., Consolidated Edison Inc., Knight-swift Transn HLDGS in among other positions. Clean Energy Transition LLP reduced exposure to Weyerhaeuser Co. MTN Be, Williams Cos Inc., Eaton Corp. PLC among others.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
E EMR | EMERSON ELEC CO | 13.24% | $165.4M | 1,240,219 | $122.11 | $133.33 | +$91.9M |
N NVT | NVENT ELECTRIC PLC | 11.45% | $143.0M | 1,951,906 | $50.53 | $73.25 | +$24.5M |
F FSLR | FIRST SOLAR INC | 9.99% | $124.8M | 753,954 | $181.27 | $165.54 | +$31.6M |
S SWK | STANLEY BLACK & DECKER INC | 9.69% | $121.0M | 1,785,462 | $81.40 | $67.75 | +$15.4M |
E EQT | EQT CORP | 4.99% | $62.3M | 1,067,988 | $51.08 | $58.32 | +$20.7M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | New | Put | $227.1M | 7,150 | $317.66 | $317.66 | +7,150 | +$227.1M |
Industry Allocation
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