Beacon Capital Management LLC (Tennessee)’s Shoals Technologies Group SHLS Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio SHLS Stock Details SHLS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-200	Closed	-$850	–	843
2025 Q2	$850	Hold	200	–	–	﹤0.01%	998
2025 Q1	$664	Hold	200	–	–	﹤0.01%	1069
2024 Q4	$1.11K	Hold	200	–	–	﹤0.01%	976
2024 Q3	$1.12K	Hold	200	–	–	﹤0.01%	1096
2024 Q2	$1.25K	Hold	200	–	–	﹤0.01%	923
2024 Q1	$2.24K	Hold	200	–	–	﹤0.01%	857
2023 Q4	$3.65K	Hold	200	–	–	﹤0.01%	696
2023 Q3	$5.11K	Hold	200	–	–	﹤0.01%	690
2023 Q2	$5.11K	Buy	+200	New	+$4.63K	﹤0.01%	690
2023 Q1	–	Sell	-100	Closed	-$2.47K	–	1003
2022 Q4	$2.47K	Hold	100	–	–	﹤0.01%	762
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	755
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	804
2022 Q1	$2K	Buy	+100	New	+$1.73K	﹤0.01%	804

Other funds holding SHLS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SHLS Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Shoals Technologies Group (SHLS) in Q3 2025, closing a stake of 200 shares — an estimated $850 sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SHLS in Q1 2022 and held it in 13 quarters. The position peaked at $5.11K in Q3 2023. 238 funds tracked by Wall St. Rank hold SHLS as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Shoals Technologies Group position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 200 Shoals Technologies Group shares in Q3 2025, an estimated $850.
Beacon Capital Management LLC (Tennessee) first reported a position in Shoals Technologies Group in Q1 2022 and held it in 13 quarters.
Beacon Capital Management LLC (Tennessee)'s Shoals Technologies Group position peaked at $5.11K in Q3 2023.
238 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.