Position in SHLS
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$221,331
-$178,305 QoQ
Shares Held
33,637
-28.5% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 2.051312542735678.ToString("F0")%
Shared 0.ToString("F0")%
None 97.94868745726433.ToString("F0")%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Mar 31, 2026Creative Planning holds $30,402,167 across 8 Solar names. SHLS ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
136,686 | $16,477,497 | |
| 2 | FSLR |
First Solar, Inc.
|
27,733 | $5,470,611 | |
| 3 | RUN |
Sunrun Inc.
|
378,268 | $5,129,314 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
40,667 | $1,537,619 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
23,212 | $1,184,972 | |
| 6 | ARRY |
Array Technologies, Inc.
|
51,301 | $370,906 | |
| 7 | SHLS |
Shoals Technologies Group, Inc.
This page
|
33,637 | $221,331 | |
| 8 | ZEO |
Zeo Energy Corp.
|
17,278 | $9,917 |
All Filings in SHLS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $221,331 | 33,637 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $399,636 | 47,016 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $113,498 | 15,317 | Shares | Sole | 2025-11-14 | |
| 2024-09-30 | $186,744 | 33,288 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $96,370 | 15,444 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||