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Yaupon Capital Management’s First Solar FSLR Stock Holding History

Yaupon Capital Management’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 		$64.3M Buy
+272,379
New +$63.9M 1.27% 17
2025
Q4 		– Sell
-173,588
Closed -$43.8M – 131
2025
Q3 		$38.3M Buy
173,588
+89,186
+106% +$17.1M 1.46% 24
2025
Q2 		$14M Sell
84,402
-15,799
-16% -$2.33M 0.63% 61
2025
Q1 		$12.7M Sell
100,201
-90,333
-47% -$14.1M 0.65% 59
2024
Q4 		$33.6M Buy
190,534
+105,436
+124% +$21M 1.39% 24
2024
Q3 		$21.2M Buy
85,098
+34,023
+67% +$7.66M 1.15% 34
2024
Q2 		$11.5M Buy
+51,075
New +$11.1M 0.58% 55
2023
Q3 		– Sell
-4,800
Closed -$912K – 122
2023
Q2 		$912K Buy
+4,800
New +$951K 0.12% 80

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

Yaupon Capital Management's FSLR Position: Q2 2026 in Review

Yaupon Capital Management opened a new position in First Solar (FSLR) in Q2 2026: 272,379 shares worth $64.3M. The stake represents 1.27% of the portfolio and ranks #17 among its holdings. This is a return to the name: Yaupon Capital Management previously reported a position in FSLR as recently as Q3 2025.

Yaupon Capital Management first reported a position in FSLR in Q2 2023 and has held it in 8 quarters since. 1,010 funds tracked by Wall St. Rank hold FSLR as of Q2 2026.

  • Yaupon Capital Management held 272,379 shares of First Solar worth $64.3M as of Q2 2026.
  • First Solar was a new Yaupon Capital Management position in Q2 2026.
  • First Solar made up 1.27% of Yaupon Capital Management's portfolio in Q2 2026, its #17 holding.
  • Yaupon Capital Management first reported a position in First Solar in Q2 2023 and has held it in 8 quarters since.
  • 1,010 funds tracked by Wall St. Rank held First Solar as of Q2 2026.

Based on Yaupon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.