Elequin Capital’s Shell SHEL Stock Holding History

Elequin Capital’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
2025 Q2	–	Sell	-11,500	Closed	-$843K	–	510
2025 Q1	$843K	Buy	+11,500	New	+$775K	0.11%	59

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Elequin Capital's SHEL Position: Q1 2026 in Review

Elequin Capital opened a new position in Shell (SHEL) in Q1 2026: 889 shares worth $82.7K. The stake represents 0.01% of the portfolio and ranks #144 among its holdings.

1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Elequin Capital held 889 shares of Shell worth $82.7K as of Q1 2026.
Shell was a new Elequin Capital position in Q1 2026.
Shell made up 0.01% of Elequin Capital's portfolio in Q1 2026, its #144 holding.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.