Arosa Capital Management’s First Solar FSLR Stock Holding History

Arosa Capital Management’s Portfolio FSLR Stock Details FSLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-200,000	Closed	-$52.2M	–	85
2025 Q4	$52.2M	Buy	200,000 +77,500	+63%	+$19.5M	6.57%	2
2025 Q3	$27M	Sell	122,500 -47,500	-28%	-$9.12M	5.93%	5
2025 Q2	$28.1M	Buy	+170,000	New	+$25.1M	5.3%	6
2025 Q1	–	Sell	-120,000	Closed	-$21.1M	–	50
2024 Q4	$21.1M	Buy	+120,000	New	+$23.9M	8.49%	1
2022 Q4	–	Sell	-50,000	Closed	-$6.61M	–	60
2022 Q3	$6.61M	Sell	50,000 -300,000	-86%	-$32.1M	1.42%	31
2022 Q2	$23.8M	Buy	350,000 +300,000	+600%	+$21.4M	3.86%	6
2022 Q1	$4.19M	Buy	+50,000	New	+$3.83M	0.72%	39

Other funds holding FSLR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HCC

Hill City Capital Boston, Massachusetts $2.8B AUM 79.27% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arosa Capital Management's FSLR Position: Q1 2026 in Review

Arosa Capital Management increased its First Solar (FSLR) stake by 391% in Q1 2026, buying an estimated $5.37M and bringing the position to 30,500 shares worth $6.02M. The position accounts for 0.91% of the portfolio, ranked #18.

Arosa Capital Management first reported a position in FSLR in Q3 2017 and has held it in 27 quarters since. The position peaked at $24.5M in Q3 2022. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

Arosa Capital Management held 30,500 shares of First Solar worth $6.02M as of Q1 2026.
Arosa Capital Management bought 24,294 First Solar shares in Q1 2026, an estimated $5.37M.
First Solar made up 0.91% of Arosa Capital Management's portfolio in Q1 2026, its #18 holding.
Arosa Capital Management first reported a position in First Solar in Q3 2017 and has held it in 27 quarters since.
Arosa Capital Management's First Solar position peaked at $24.5M in Q3 2022.
966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Arosa Capital Management's 13F filing for Q1 2026, filed 15 May 2026.