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Keeley-Teton Advisors’s Shoals Technologies Group SHLS Stock Holding History

Keeley-Teton Advisors’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
Q1 		$147K Buy
44,259
+11,808
+36% +$49.1K 0.02% 361
2024
Q4 		$179K Sell
32,451
-5,149
-14% -$26.1K 0.02% 366
2024
Q3 		$211K Buy
+37,600
New +$225K 0.02% 365

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PP
Peconic Partners New York $5.78B AUM 127.23% 1-Year Est. Return

Keeley-Teton Advisors's SHLS Position: Q1 2025 in Review

Keeley-Teton Advisors increased its Shoals Technologies Group (SHLS) stake by 36% in Q1 2025, buying an estimated $49.1K and bringing the position to 44,259 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #361.

Keeley-Teton Advisors first reported a position in SHLS in Q3 2024 and has held it in 3 quarters since. The position peaked at $211K in Q3 2024. 219 funds tracked by Wall St. Rank hold SHLS as of Q1 2025.

  • Keeley-Teton Advisors held 44,259 shares of Shoals Technologies Group worth $147K as of Q1 2025.
  • Keeley-Teton Advisors bought 11,808 Shoals Technologies Group shares in Q1 2025, an estimated $49.1K.
  • Shoals Technologies Group made up 0.02% of Keeley-Teton Advisors's portfolio in Q1 2025, its #361 holding.
  • Keeley-Teton Advisors first reported a position in Shoals Technologies Group in Q3 2024 and has held it in 3 quarters since.
  • Keeley-Teton Advisors's Shoals Technologies Group position peaked at $211K in Q3 2024.
  • 219 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.