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 Q1	–	Sell	-140,000	Closed	-$36.6M	–	112
2025 Q4	$36.6M	Buy	+140,000	New	+$35.3M	1.32%	26

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

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.