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AE Wealth Management’s Shell SHEL Stock Holding History

AE Wealth Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.45M Buy
15,593
+380
+2% +$30.7K 0.01% 743
2025
Q4 		$1.12M Buy
15,213
+1,703
+13% +$125K 0.01% 770
2025
Q3 		$966K Buy
13,510
+1,249
+10% +$89.9K 0.01% 757
2025
Q2 		$863K Buy
12,261
+1,130
+10% +$75.7K 0.01% 764
2025
Q1 		$816K Sell
11,131
-358
-3% -$24.1K 0.01% 768
2024
Q4 		$720K Sell
11,489
-826
-7% -$54.1K 0.01% 790
2024
Q3 		$812K Buy
12,315
+209
+2% +$14.8K 0.01% 754
2024
Q2 		$874K Buy
12,106
+1,416
+13% +$101K 0.01% 737
2024
Q1 		$717K Sell
10,690
-24,146
-69% -$1.55M 0.01% 734
2023
Q4 		$2.2M Sell
34,836
-2,776
-7% -$182K 0.01% 872
2023
Q3 		$2.42M Sell
37,612
-950
-2% -$59.1K 0.01% 785
2023
Q2 		$2.33M Buy
38,562
+5,181
+16% +$311K 0.01% 801
2023
Q1 		$1.92M Sell
33,381
-1,212
-4% -$71.3K 0.01% 822
2022
Q4 		$1.97M Sell
34,593
-2,962
-8% -$163K 0.01% 755
2022
Q3 		$1.87M Sell
37,555
-15,030
-29% -$775K 0.01% 720
2022
Q2 		$2.75M Buy
+52,585
New +$2.95M 0.02% 562

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AE Wealth Management's SHEL Position: Q1 2026 in Review

AE Wealth Management increased its Shell (SHEL) stake by 2.5% in Q1 2026, buying an estimated $30.7K and bringing the position to 15,593 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #743.

AE Wealth Management first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.75M in Q2 2022. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • AE Wealth Management held 15,593 shares of Shell worth $1.45M as of Q1 2026.
  • AE Wealth Management bought 380 Shell shares in Q1 2026, an estimated $30.7K.
  • Shell made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #743 holding.
  • AE Wealth Management first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • AE Wealth Management's Shell position peaked at $2.75M in Q2 2022.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.