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
2025 Q2	–	Sell	-225,000	Closed	-$28.4M	–	70
2025 Q1	$28.4M	Buy	+225,000	New	+$35.1M	5.38%	3
2022 Q3	–	Sell	-200,000	Closed	-$13.6M	–	64
2022 Q2	$13.6M	Buy	+200,000	New	+$14.2M	2.62%	10

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

Covalis Capital's FSLR Position: Q1 2026 in Review

Covalis Capital sold out of First Solar (FSLR) in Q1 2026, closing a stake of 22,632 shares — an estimated $5.91M sold.

Covalis Capital first reported a position in FSLR in Q2 2022 and held it in 10 quarters. The position peaked at $65.9M in Q3 2023. 966 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

Covalis Capital reported no remaining First Solar position as of Q1 2026 after selling out during the quarter.
Covalis Capital sold 22,632 First Solar shares in Q1 2026, an estimated $5.91M.
Covalis Capital first reported a position in First Solar in Q2 2022 and held it in 10 quarters.
Covalis Capital's First Solar position peaked at $65.9M in Q3 2023.
966 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

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