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Peconic Partners’s Shoals Technologies Group SHLS Stock Holding History

Peconic Partners’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
Q4 		– Sell
-7,054,803
Closed -$52.3M – 17
2025
Q3 		$52.3M Buy
7,054,803
+79,617
+1% +$490K 1.45% 4
2025
Q2 		$29.6M Buy
6,975,186
+3,095,186
+80% +$13.5M 0.95% 7
2025
Q1 		$12.9M Buy
3,880,000
+180,000
+5% +$748K 0.66% 4
2024
Q4 		$20.5M Buy
+3,700,000
New +$18.8M 0.83% 6
2023
Q1 		– Sell
-200,000
Closed -$4.93M – 41
2022
Q4 		$4.93M Buy
+200,000
New +$4.83M 0.32% 12

Other funds holding SHLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return

Peconic Partners's SHLS Position: Q4 2025 in Review

Peconic Partners sold out of Shoals Technologies Group (SHLS) in Q4 2025, closing a stake of 7,054,803 shares — an estimated $52.3M sold.

Peconic Partners first reported a position in SHLS in Q4 2022 and held it in 5 quarters. The position peaked at $52.3M in Q3 2025. 267 funds tracked by Wall St. Rank hold SHLS as of Q4 2025.

  • Peconic Partners reported no remaining Shoals Technologies Group position as of Q4 2025 after selling out during the quarter.
  • Peconic Partners sold 7,054,803 Shoals Technologies Group shares in Q4 2025, an estimated $52.3M.
  • Peconic Partners first reported a position in Shoals Technologies Group in Q4 2022 and held it in 5 quarters.
  • Peconic Partners's Shoals Technologies Group position peaked at $52.3M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2025.

Based on Peconic Partners's 13F filing for Q4 2025, filed 17 Feb 2026.