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Tortoise Capital Advisors’s Shoals Technologies Group SHLS Stock Holding History

Tortoise Capital 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
2024
Q4 		– Sell
-341,918
Closed -$1.92M – 73
2024
Q3 		$1.92M Buy
+341,918
New +$2.04M 0.02% 74
2022
Q3 		– Sell
-23
Closed – – 145
2022
Q2 		$0 Hold
23
– – ﹤0.01% 155
2022
Q1 		$0 Sell
23
-5
-18% -$87 ﹤0.01% 157
2021
Q4 		$1K Hold
28
– – ﹤0.01% 137
2021
Q3 		$1K Hold
28
– – ﹤0.01% 160
2021
Q2 		$1K Buy
+28
New +$845 ﹤0.01% 146

Other funds holding SHLS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 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

Tortoise Capital Advisors's SHLS Position: Q4 2024 in Review

Tortoise Capital Advisors sold out of Shoals Technologies Group (SHLS) in Q4 2024, closing a stake of 341,918 shares — an estimated $1.92M sold.

Tortoise Capital Advisors first reported a position in SHLS in Q2 2021 and held it in 6 quarters. The position peaked at $1.92M in Q3 2024. 224 funds tracked by Wall St. Rank hold SHLS as of Q4 2024.

  • Tortoise Capital Advisors reported no remaining Shoals Technologies Group position as of Q4 2024 after selling out during the quarter.
  • Tortoise Capital Advisors sold 341,918 Shoals Technologies Group shares in Q4 2024, an estimated $1.92M.
  • Tortoise Capital Advisors first reported a position in Shoals Technologies Group in Q2 2021 and held it in 6 quarters.
  • Tortoise Capital Advisors's Shoals Technologies Group position peaked at $1.92M in Q3 2024.
  • 224 funds tracked by Wall St. Rank held Shoals Technologies Group as of Q4 2024.

Based on Tortoise Capital Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.