Clean Energy Transition LLP: FIRST SOLAR INC (FSLR): Quarterly 13F Position History
As of Q1 2026, Clean Energy Transition LLP reported 1,426,587 shares of FIRST SOLAR INC (FSLR), worth $281.4M and representing 23.1% of its 13F equity book. Quarter-over-quarter share count change: + 277,605 (+24.2%) . The position first appeared in Q4 2021 and has been disclosed across 18 13F-HR filings in Pactolio's tracked window.
- 1,426,587Shares Held (Latest Filing)
- $281.4MReported Market Value (Latest Filing)
- 23.1%Portfolio Weight (% of 13F Equity Book)
- +277,605Quarter-over-Quarter Share Change
- -$18.7MQuarter-over-Quarter Value Change
- 1,426,587Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 18 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,426,587 | +277,605 | +24.2% | $281.4M | 23.1% | $197.3 |
| Q4 2025 | 1,148,982 | +31,754 | +2.8% | $300.1M | 25.0% | $261.2 |
| Q3 2025 | 1,117,228 | +363,274 | +48.2% | $246.4M | 21.7% | $220.5 |
| Q2 2025 | 753,954 | +16,518 | +2.2% | $124.8M | 12.2% | $165.5 |
| Q1 2025 | 737,436 | 197,711 | -21.1% | $93.2M | 13.0% | $126.4 |
| Q4 2024 | 935,147 | +248,447 | +36.2% | $164.8M | 16.9% | $176.2 |
| Q3 2024 | 686,700 | +188,205 | +37.8% | $171.3M | 19.0% | $249.4 |
| Q2 2024 | 498,495 | 33,342 | -6.3% | $112.4M | 6.1% | $225.5 |
| Q1 2024 | 531,837 | 160,705 | -23.2% | $89.8M | 8.9% | $168.8 |
| Q4 2023 | 692,542 | 494,104 | -41.6% | $119.3M | 11.8% | $172.3 |
| Q3 2023 | 1,186,646 | +1,073,500 | +948.8% | $191.8M | 27.9% | $161.6 |
| Q2 2023 | 113,146 | 864,994 | -88.4% | $21.5M | 2.9% | $190.1 |
| Q1 2023 | 978,140 | 280,482 | -22.3% | $212.7M | 28.9% | $217.5 |
| Q4 2022 | 1,258,622 | +78,314 | +6.6% | $188.5M | 30.1% | $149.8 |
| Q3 2022 | 1,180,308 | +1,123,408 | +1974.4% | $156.1M | 24.6% | $132.3 |
| Q2 2022 | 56,900 | 70,602 | -55.4% | $3.9M | 0.8% | $68.1 |
| Q1 2022 | 127,502 | 667,702 | -84.0% | $10.7M | 1.8% | $83.7 |
| Q4 2021 | 795,204 | — | — | $69.3M | 10.6% | $87.2 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Clean Energy Transition LLP first disclose a FSLR position in 13F-HR filings?
Clean Energy Transition LLP first reported FIRST SOLAR INC (FSLR) on its 13F-HR filing for the period ending 2021-12-31 (Q4 2021). The position has appeared on 18 reported quarters within Pactolio's tracked window.
What was Clean Energy Transition LLP's most recent quarter-over-quarter share-count change in FSLR?
Between Q4 2025 and Q1 2026, Clean Energy Transition LLP added 277,605 shares of FSLR (+24.2%), bringing the total reported position to 1,426,587 shares at a market value of $281.4M.
Does the implied price-per-share represent Clean Energy Transition LLP's cost basis in FSLR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.