Shoals Technologies Group, Inc.
MX ˙ BMV ˙ US82489W1071
SecurityMX:SHLS / Shoals Technologies Group, Inc.
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership2,324,793 shares
Latest Disclosed Value $ 15,297,138
Ameriprise Financial Inc reports 0.10% increase in ownership of SHLS / Shoals Technologies Group, Inc.

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 2,324,793 shares of Shoals Technologies Group, Inc. (MX:SHLS) valued at $15,297,138 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,322,438 shares of Shoals Technologies Group, Inc.. This represents a change in shares of 0.10% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 2,324,793 2,355 0.10 15,297 -22.51 0.0007
2026-02-17 2025-12-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 2,322,438 24,200 1.05 19,741 15.92 0.0045
2025-11-14 2025-09-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 2,298,238 611,156 36.23 17,030 137.50 0.0039
2025-08-14 2025-06-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 1,687,082 1,547,651 1,109.98 7,170 1,451.95 0.0018
2025-05-14 2025-03-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 139,431 -1,742,989 -92.59 463 -95.56 0.0001
2025-02-14 2024-12-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 1,882,420 587,235 45.34 10,410 43.26 0.0027
2024-11-14 2024-09-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 1,295,185 276,607 27.16 7,266 14.34 0.0019
2024-08-14 2024-06-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 1,018,578 791,451 348.46 6,356 150.30 0.0017
2024-05-15 2024-03-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 227,127 -25,766 -10.19 2,539 -35.38 0.0007
2024-02-14 2023-12-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 252,893 -81,560 -24.39 3,930 -35.62 0.0012
2023-11-14 2023-09-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 334,453 -58,819 -14.96 6,104 -39.29 0.0020
2023-08-14 2023-06-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 393,272 -2,871 -0.72 10,052 11.34 0.0032
2023-05-22 2023-03-31 13F/A-1 SHOALS TECHNOLOGIES GROUP -A COM 82489W107 396,143 28,537 7.76 9,028 -0.45 0.0030
2023-05-15 2023-03-31 13F SHOCKWAVE MEDICAL COM 82489W107 396,143 28,537 9,028 0.0005
2023-02-14 2022-12-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 367,606 -67,533 -15.52 9,069 -3.27 0.0031
2022-11-14 2022-09-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 435,139 -217,977 -33.37 9,376 -12.89 0.0035
2022-08-15 2022-06-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 653,116 -2,669,257 -80.34 10,764 -80.99 0.0038
2022-05-16 2022-03-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 3,322,373 550,894 19.88 56,613 -15.94 0.0167
2022-02-14 2021-12-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 2,771,479 -2,396 -0.09 67,348 -12.91 0.0186
2021-11-15 2021-09-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 2,773,875 1,513,036 120.00 77,335 72.78 0.0247
2021-08-16 2021-06-30 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 1,260,839 540,066 74.93 44,759 78.54 0.0138
2021-05-17 2021-03-31 13F SHOALS TECHNOLOGIES GROUP -A COM 82489W107 720,773 720,773 25,069 0.0083
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.