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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
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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Yaupon Capital Management's FSLR Position: Q4 2025 in Review

Yaupon Capital Management sold out of First Solar (FSLR) in Q4 2025, closing a stake of 173,588 shares — an estimated $43.8M sold.

Yaupon Capital Management first reported a position in FSLR in Q2 2023 and held it in 7 quarters. The position peaked at $38.3M in Q3 2025. 1,056 funds tracked by Wall St. Rank hold FSLR as of Q4 2025.

  • Yaupon Capital Management reported no remaining First Solar position as of Q4 2025 after selling out during the quarter.
  • Yaupon Capital Management sold 173,588 First Solar shares in Q4 2025, an estimated $43.8M.
  • Yaupon Capital Management first reported a position in First Solar in Q2 2023 and held it in 7 quarters.
  • Yaupon Capital Management's First Solar position peaked at $38.3M in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held First Solar as of Q4 2025.

Based on Yaupon Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.