Clean Energy Transition LLP increased its stake in First Solar by 2.8%, making it the firm's largest holding at 25% of its portfolio. Other institutional moves included Summit Partners raising its stake by 66.7% and Delta Global Management initiating a new position, while Oddo BHF reduced its holding by 55.6%. These adjustments follow First Solar's strong quarterly performance, where it reported an EPS of $3.22, significantly beating analyst estimates.
