Engine No 1 LLC’s First Solar FSLR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$10.6M Buy
+48,000
New +$9.21M 11.95% 3
2024
Q4
Sell
-31,800
Closed -$7.93M 7
2024
Q3
$7.93M Buy
31,800
+19,700
+163% +$4.44M 15.7% 3
2024
Q2
$2.73M Buy
+12,100
New +$2.64M 2.86% 11
2023
Q4
Sell
-81,815
Closed -$13.2M 9
2023
Q3
$13.2M Buy
+81,815
New +$15.3M 6.96% 8

Other funds holding FSLR

Engine No 1 LLC's FSLR Position: Q3 2025 in Review

Engine No 1 LLC opened a new position in First Solar (FSLR) in Q3 2025: 48,000 shares worth $10.6M. The stake represents 11.95% of the portfolio and ranks #3 among its holdings. This is a return to the name: Engine No 1 LLC previously reported a position in FSLR as recently as Q3 2024.

Engine No 1 LLC first reported a position in FSLR in Q3 2023 and has held it in 4 quarters since. The position peaked at $13.2M in Q3 2023. 934 funds tracked by Wall St. Rank hold FSLR as of Q3 2025.

  • Engine No 1 LLC held 48,000 shares of First Solar worth $10.6M as of Q3 2025.
  • First Solar was a new Engine No 1 LLC position in Q3 2025.
  • First Solar made up 11.95% of Engine No 1 LLC's portfolio in Q3 2025, its #3 holding.
  • Engine No 1 LLC first reported a position in First Solar in Q3 2023 and has held it in 4 quarters since.
  • Engine No 1 LLC's First Solar position peaked at $13.2M in Q3 2023.
  • 934 funds tracked by Wall St. Rank held First Solar as of Q3 2025.

Based on Engine No 1 LLC's 13F filing for Q3 2025, filed 14 Nov 2025.