Shelton Capital Management’s H&E Equipment Services HEES Stock Holding History

Shelton Capital Management’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-35,303	Closed	-$3.35M	–	729
2025 Q1	$3.35M	Sell	35,303 -64	-0.2%	-$5.57K	0.08%	190
2024 Q4	$1.73M	Sell	35,367 -35,111	-50%	-$1.91M	0.04%	239
2024 Q3	$3.43M	Sell	70,478 -10,000	-12%	-$470K	0.09%	194
2024 Q2	$3.55M	Sell	80,478 -5,000	-6%	-$256K	0.1%	192
2024 Q1	$5.49M	Sell	85,478 -34,953	-29%	-$1.92M	0.16%	149
2023 Q4	$6.3M	Sell	120,431 -29,737	-20%	-$1.34M	0.2%	122
2023 Q3	$6.49M	Buy	150,168 +100,008	+199%	+$4.56M	0.24%	104
2023 Q2	$2.29M	Buy	+50,160	New	+$2M	0.08%	223

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Shelton Capital Management's HEES Position: Q2 2025 in Review

Shelton Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 35,303 shares — an estimated $3.35M sold.

Shelton Capital Management first reported a position in HEES in Q2 2023 and held it in 8 quarters. The position peaked at $6.49M in Q3 2023. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Shelton Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Shelton Capital Management sold 35,303 H&E Equipment Services shares in Q2 2025, an estimated $3.35M.
Shelton Capital Management first reported a position in H&E Equipment Services in Q2 2023 and held it in 8 quarters.
Shelton Capital Management's H&E Equipment Services position peaked at $6.49M in Q3 2023.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Shelton Capital Management's 13F filing for Q2 2025, filed 13 Aug 2025.