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Covalis Capital’s First Solar FSLR Stock Holding History

Covalis Capital’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
Q2 		$4.01M Buy
+16,983
New +$3.98M 0.23% 75
2026
Q1 		– Sell
-22,632
Closed -$5.91M – 133
2025
Q4 		$5.91M Sell
22,632
-174,527
-89% -$44M 0.42% 53
2025
Q3 		$43.5M Buy
+197,159
New +$37.8M 5.07% 3
2025
Q1 		– Sell
-126,128
Closed -$19.7M – 70
2024
Q4 		$22.2M Buy
126,128
+102,904
+443% +$20.5M 3.25% 8
2024
Q3 		$5.79M Sell
23,224
-3,641
-14% -$820K 0.82% 33
2024
Q2 		$6.06M Sell
26,865
-56,312
-68% -$12.3M 0.82% 34
2024
Q1 		$14M Sell
83,177
-295,875
-78% -$45.5M 1.73% 17
2023
Q4 		$65.3M Sell
379,052
-28,960
-7% -$4.43M 10.61% 2
2023
Q3 		$65.9M Buy
408,012
+350,996
+616% +$65.5M 11.66% 1
2023
Q2 		$10.8M Buy
+57,016
New +$11.3M 2.32% 14
2022
Q3 		– Sell
-70,776
Closed -$4.82M – 65
2022
Q2 		$4.82M Buy
+70,776
New +$5.04M 0.93% 35

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

Covalis Capital's FSLR Position: Q2 2026 in Review

Covalis Capital opened a new position in First Solar (FSLR) in Q2 2026: 16,983 shares worth $4.01M. The stake represents 0.23% of the portfolio and ranks #75 among its holdings. This is a return to the name: Covalis Capital previously reported a position in FSLR as recently as Q4 2025.

Covalis Capital first reported a position in FSLR in Q2 2022 and has held it in 11 quarters since. The position peaked at $65.9M in Q3 2023. 1,007 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • Covalis Capital held 16,983 shares of First Solar worth $4.01M as of Q2 2026.
  • First Solar was a new Covalis Capital position in Q2 2026.
  • First Solar made up 0.23% of Covalis Capital's portfolio in Q2 2026, its #75 holding.
  • Covalis Capital first reported a position in First Solar in Q2 2022 and has held it in 11 quarters since.
  • Covalis Capital's First Solar position peaked at $65.9M in Q3 2023.
  • 1,007 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Covalis Capital's 13F filing for Q2 2026, filed 13 Aug 2026.