Clean Energy Transition LLP FSLR — FIRST SOLAR INC

Ownership history in Clean Energy Transition LLP  ·  19 quarters on record

AI Ownership Summary

Clean Energy Transition LLP reported FIRST SOLAR INC (FSLR) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 25.04% in 2025 Q4. The latest visible filing shows FSLR at 25.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FSLR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clean Energy Transition LLP's position in FIRST SOLAR INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FSLR was reported at 25.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
25.04% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FSLR stock page Clean Energy Transition LLP fund profile Clean Energy Transition LLP full holdings
How Clean Energy Transition LLP held FSLR — position size vs. price
% of Fund (quarterly)    FSLR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 1,148,982 +31,754 +2.8% 25.04% $300.1M 2026-02-14 (Est.) $225.65
2025 Q3 ADDED — — — 1,117,228 +363,274 +48.2% 18.10% $246.4M 2025-11-12 $267.52
2025 Q2 ADDED — — — 753,954 +16,518 +2.2% 9.99% $124.8M 2025-08-11 $182.13
2025 Q1 REDUCED — — — 737,436 -864 -0.1% 11.54% $93.2M 2025-05-12 $156.21
2025 Q1 REDUCED 21.0% +30.9% ❌ 738,300 -196,847 -21.0% 11.55% $93.3M 2025-05-12 $156.21
2024 Q4 ADDED — — — 935,147 +248,447 +36.2% 6.17% $164.8M 2025-02-13 $160.34
2024 Q3 ADDED — — — 686,700 +188,205 +37.8% 8.79% $171.3M 2024-11-14 $195.14
2024 Q2 REDUCED 6.3% +10.6% ❌ 498,495 -33,342 -6.3% 6.10% $112.4M 2024-08-13 $230.27
2024 Q1 REDUCED 23.2% +31.9% ❌ 531,837 -160,705 -23.2% 6.64% $89.8M 2024-05-14 $186.97
2023 Q4 REDUCED 41.6% -0.2% ✅ 692,542 -494,104 -41.6% 11.82% $119.3M 2024-02-13 $152.34
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FSLR

As of 2026 Q1 — sorted by position size

Summerhill Capital Management lnc. 3.69% GRACE & WHITE INC /NY 3Y 7Y 2.42% Mader & Shannon Wealth Management, Inc. 3Y 7Y 2.09% SFE Investment Counsel 3Y 7Y 1.97% Ahara Advisors LLC 1.86% Cox Capital Mgt LLC 3Y 7Y 1.83% Silver Lake Advisory, LLC 3Y 7Y 1.63% Leibman Financial Services, Inc. 1.61% Point Windward Advisors Inc. 3Y 7Y 1.59% Burford Brothers, Inc. 1.55%

FAQ About Clean Energy Transition LLP and FSLR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Clean Energy Transition LLP reported owning FSLR?

Clean Energy Transition LLP reported FSLR across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported FSLR position in Clean Energy Transition LLP's portfolio?

The largest reported portfolio weight for FSLR was 25.04% in 2025 Q4.

What is the latest reported FSLR position on this page?

The most recent filing on this page is 2025 Q4, when Clean Energy Transition LLP reported 1,148,982 shares, equal to 25.04% of portfolio, with an estimated market value of $300.1M.

What does the chart on this FSLR ownership page compare?

The chart compares Clean Energy Transition LLP's quarterly FSLR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Clean Energy Transition LLP time their FSLR position?

Based on 13F filing dates vs. subsequent FSLR price moves, Clean Energy Transition LLP correctly timed 9 out of 18 reported position changes (50%).

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