EverSource Wealth Advisors, LLC
Position in SHLS — Shoals Technologies Group, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SHLS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,938
-$2,731 QoQ
Shares Held
1,004
-47.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#217
of 264 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $305,018 across 10 Solar names. SHLS ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NXT |
Nextpower Inc.
|
1,370 | $163,218 | |
| 2 | FSLR |
First Solar, Inc.
|
335 | $79,041 | |
| 3 | RUN |
Sunrun Inc.
|
1,464 | $19,586 | |
| 4 | ENPH |
Enphase Energy, Inc.
|
310 | $15,262 | |
| 5 | SEDG |
Solaredge Technologies, Inc.
|
189 | $11,042 | |
| 6 | SHLS |
Shoals Technologies Group, Inc.
This page
|
1,004 | $9,938 | |
| 7 | ARRY |
Array Technologies, Inc.
|
691 | $5,117 | |
| 8 | CSIQ |
Canadian Solar Inc.
|
102 | $1,634 |
All Filings in SHLS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,938 | 1,004 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,669 | 1,926 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $18,870 | 2,220 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $16,448 | 2,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,794 | 2,540 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $5,670 | 1,708 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $441 | 80 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $230 | 41 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $55 | 5 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $854 | 55 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,860 | 376 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,287 | 246 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $5,925 | 260 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,554 | 63 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,357 | 63 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||