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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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clean Energy Transition's FSLR Position: Q1 2026 in Review

Clean Energy Transition increased its First Solar (FSLR) stake by 24% in Q1 2026, buying an estimated $61.4M and bringing the position to 1,426,587 shares worth $281M. The position accounts for 18.31% of the portfolio, ranked #2.

Clean Energy Transition first reported a position in FSLR in Q4 2021 and has held it in 18 quarters since. The position peaked at $300M in Q4 2025. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

  • Clean Energy Transition held 1,426,587 shares of First Solar worth $281M as of Q1 2026.
  • Clean Energy Transition bought 277,605 First Solar shares in Q1 2026, an estimated $61.4M.
  • First Solar made up 18.31% of Clean Energy Transition's portfolio in Q1 2026, its #2 holding.
  • Clean Energy Transition first reported a position in First Solar in Q4 2021 and has held it in 18 quarters since.
  • Clean Energy Transition's First Solar position peaked at $300M in Q4 2025.
  • 966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Clean Energy Transition's 13F filing for Q1 2026, filed 15 May 2026.