Peconic Partners’s First Solar FSLR Stock Holding History

Peconic Partners’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 Q1	$77.9M	Buy	395,000 +100,000	+34%	+$22.1M	1.35%	6
2025 Q4	$77.1M	Buy	295,000 +195,000	+195%	+$49.2M	1.83%	5
2025 Q3	$22.1M	Sell	100,000 -200,000	-67%	-$38.4M	0.61%	7
2025 Q2	$49.7M	Buy	+300,000	New	+$44.3M	1.59%	4
2017 Q3	–	Sell	-50,000	Closed	-$1.99M	–	48
2017 Q2	$1.99M	Buy	+50,000	New	+$1.7M	0.32%	24

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

Peconic Partners's FSLR Position: Q1 2026 in Review

Peconic Partners increased its First Solar (FSLR) stake by 34% in Q1 2026, buying an estimated $22.1M and bringing the position to 395,000 shares worth $77.9M. The position accounts for 1.35% of the portfolio, ranked #6.

Peconic Partners first reported a position in FSLR in Q2 2017 and has held it in 5 quarters since. 967 funds tracked by Wall St. Rank hold FSLR as of Q1 2026.

Peconic Partners held 395,000 shares of First Solar worth $77.9M as of Q1 2026.
Peconic Partners bought 100,000 First Solar shares in Q1 2026, an estimated $22.1M.
First Solar made up 1.35% of Peconic Partners's portfolio in Q1 2026, its #6 holding.
Peconic Partners first reported a position in First Solar in Q2 2017 and has held it in 5 quarters since.
967 funds tracked by Wall St. Rank held First Solar as of Q1 2026.

Based on Peconic Partners's 13F filing for Q1 2026, filed 15 May 2026.