Electron Capital Partners, LLC SHLS — SHOALS TECHNOLOGIES GROUP IN

Ownership history in Electron Capital Partners, LLC  ·  13 quarters on record

AI Ownership Summary

Electron Capital Partners, LLC reported SHOALS TECHNOLOGIES GROUP IN (SHLS) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.41% in 2023 Q4. The latest visible filing shows SHLS at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHLS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Electron Capital Partners, LLC's position in SHOALS TECHNOLOGIES GROUP IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHLS was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHLS stock page Electron Capital Partners, LLC fund profile Electron Capital Partners, LLC full holdings
How Electron Capital Partners, LLC held SHLS — position size vs. price
% of Fund (quarterly)    SHLS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 5.2% -22.6% ✅ 301,216 -16,475 -5.2% 0.12% $2.6M 2026-02-17 $10.70
2025 Q3 REDUCED 83.9% +20.9% ❌ 317,691 -1,658,942 -83.9% 0.11% $2.4M 2025-11-14 $8.40
2025 Q2 ADDED — — — 1,976,633 +1,867,795 +1716.1% 0.45% $8.4M 2025-08-14 $4.59
2025 Q1 ADDED — — — 108,838 +18,378 +20.3% 0.02% $361K 2025-05-15 $4.58
2024 Q4 ADDED — — — 90,460 +12,013 +15.3% 0.03% $500K 2025-02-14 $3.96
2024 Q3 REDUCED 67.3% +0.5% ❌ 78,447 -161,305 -67.3% 0.02% $440K 2024-11-14 $5.22
2024 Q2 REDUCED 85.7% -10.1% ✅ 239,752 -1,433,739 -85.7% 0.00% $11K 2024-08-14 $5.45
2024 Q1 REDUCED 22.1% -45.4% ✅ 1,673,491 -475,189 -22.1% 0.82% $18.7M 2024-05-15 $6.79
2023 Q4 ADDED — — — 2,148,680 +1,089,848 +102.9% 1.41% $33.4M 2024-02-14 $16.24
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHLS

As of 2026 Q1 — sorted by position size

Redwood Grove Capital, LLC 3Y 6.45% Palo Duro Investment Partners, LP 3Y 2.1% 4D Advisors, LLC 2.09% Woodson Capital Management, LP 3Y 7Y 2.07% ARDSLEY ADVISORY PARTNERS LP 3Y 7Y 1.9% Pier Capital, LLC 3Y 7Y 1.03% KR Capital LP 0.97% Nishkama Capital, LLC 3Y 7Y 0.83% CenterBook Partners LP 3Y 0.73% HUSSMAN STRATEGIC ADVISORS, INC. 3Y 7Y 0.6%

FAQ About Electron Capital Partners, LLC and SHLS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Electron Capital Partners, LLC reported owning SHLS?

Electron Capital Partners, LLC reported SHLS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHLS position in Electron Capital Partners, LLC's portfolio?

The largest reported portfolio weight for SHLS was 1.41% in 2023 Q4.

What is the latest reported SHLS position on this page?

The most recent filing on this page is 2025 Q4, when Electron Capital Partners, LLC reported 301,216 shares, equal to 0.12% of portfolio, with an estimated market value of $2.6M.

What does the chart on this SHLS ownership page compare?

The chart compares Electron Capital Partners, LLC's quarterly SHLS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Electron Capital Partners, LLC time their SHLS position?

Based on 13F filing dates vs. subsequent SHLS price moves, Electron Capital Partners, LLC correctly timed 8 out of 12 reported position changes (67%). The annualised alpha on SHLS relative to SPY over the holding period was -22.7%.

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