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Clean Energy Transition’s First Solar FSLR Stock Holding History

Clean Energy Transition’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
2025
Q2 		– Sell
-738,300
Closed -$93.3M – 18
2025
Q1 		$93.3M Buy
+738,300
New +$115M 11.55% 3
2022
Q1 		– Sell
-1,200,000
Closed -$105M – 15
2021
Q4 		$105M Buy
+1,200,000
New +$123M 12.13% 2

Other funds holding FSLR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HCC
Hill City Capital Boston, Massachusetts $4.28B AUM 80.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clean Energy Transition's FSLR Position: Q2 2026 in Review

Clean Energy Transition reduced its First Solar (FSLR) stake by 10% in Q2 2026, selling an estimated $34.8M and leaving 1,278,237 shares worth $302M. The position accounts for 21% of the portfolio, ranked #1.

Clean Energy Transition first reported a position in FSLR in Q4 2021 and has held it in 19 quarters since. 1,010 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • Clean Energy Transition held 1,278,237 shares of First Solar worth $302M as of Q2 2026.
  • Clean Energy Transition sold 148,350 First Solar shares in Q2 2026, an estimated $34.8M.
  • First Solar made up 21% of Clean Energy Transition's portfolio in Q2 2026, its #1 holding.
  • Clean Energy Transition first reported a position in First Solar in Q4 2021 and has held it in 19 quarters since.
  • 1,010 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Clean Energy Transition's 13F filing for Q2 2026, filed 14 Aug 2026.