Manning & Napier Group’s SHEL Holdings & Trades

First Buy
Q1 2022
Duration Held
15 Quarters
Largest Add
Q1 2022
+214,127 Shares
Current Position
210,156 Shares
$15.23 M Value

Manning & Napier Group's SHEL Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 210,156 shares of Shell plc (SHEL) worth $15.23 M, representing 0.19% of the portfolio. First purchased in 2022-Q1, this medium-term investment has been held for 15 quarters.

Based on 13F filings, Manning & Napier Group has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2025, adding 77,767 shares. Largest reduction occurred in Q2 2022, reducing 61,431 shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Shell plc (SHEL) Holding Value Over Time

Track share changes against reported price movement

Quarterly Shell plc (SHEL) Trades by Manning & Napier Group

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2022 +214,127 New Buy 214,127 $54.93
Q2 2022 -61,431 Reduce 28.69% 152,696 $52.29
Q3 2022 -1,480 Reduce 0.97% 151,216 $49.76
Q4 2022 -4,183 Reduce 2.77% 147,033 $56.95
Q1 2023 -5,439 Reduce 3.70% 141,594 $57.54
Q2 2023 +31,171 Add 22.01% 172,765 $60.38
Q3 2023 -1,294 Reduce 0.75% 171,471 $64.38
Q4 2023 -2,235 Reduce 1.30% 169,236 $65.80
Q1 2024 -14,529 Reduce 8.59% 154,707 $67.04
Q2 2024 +186,938 Add 0.00% 186,937 $72.18
Q3 2024 -34,442 Reduce 18.42% 152,495 $65.95
Q4 2024 -5,224 Reduce 3.43% 147,271 $62.65
Q1 2025 -3,274 Reduce 2.22% 143,997 $73.28
Q2 2025 +77,767 Add 54.01% 221,764 $70.41
Q3 2025 -11,608 Reduce 5.23% 210,156 $72.45

Manning & Napier Group's Shell plc Investment FAQs

Manning & Napier Group first purchased Shell plc (SHEL) in Q1 2022, acquiring 214,127 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Shell plc (SHEL) for 15 quarters since Q1 2022.

Manning & Napier Group's largest addition to Shell plc (SHEL) was in Q1 2022, adding 214,127 shares worth $11.76 M.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 210,156 shares of Shell plc (SHEL), valued at approximately $15.23 M.

As of the Q3 2025 filing, Shell plc (SHEL) represents approximately 0.19% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings.

Manning & Napier Group's peak holding in Shell plc (SHEL) was 221,764 shares, as reported at the end of Q2 2025.