Clearstead Advisors, LLC
Position in SHLS — Shoals Technologies Group, Inc.
CIK 842775
CLEVELAND, OH
Position in SHLS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,069
-$7,022 QoQ
Shares Held
108
-90.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#248
of 269 holders
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHLS Over Time
Shares Held
Position Value (USD)
Position in Solar
Technology · as of Jun 30, 2026Clearstead Advisors, LLC holds $1,498,378 across 8 Solar names. SHLS ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FSLR |
First Solar, Inc.
|
5,550 | $1,309,578 | |
| 2 | ENPH |
Enphase Energy, Inc.
|
1,962 | $96,608 | |
| 3 | NXT |
Nextpower Inc.
|
495 | $58,974 | |
| 4 | RUN |
Sunrun Inc.
|
2,363 | $31,616 | |
| 5 | SHLS |
Shoals Technologies Group, Inc.
This page
|
108 | $1,069 | |
| 6 | ARRY |
Array Technologies, Inc.
|
40 | $296 | |
| 7 | SEDG |
Solaredge Technologies, Inc.
|
4 | $233 | |
| 8 | SPWR |
SunPower Inc.
|
6 | $4 |
All Filings in SHLS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,069 | 108 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $8,091 | 1,092 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,641 | 1,092 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,413 | 252 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $3,444 | 552 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||