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Shelton Equity Income Fund (EQTIX) proxy voting record 2026
Three of its ballots from this season. Vote first, then see what it did with the shares your savings paid for.
The question on the ballot
As filed
Shelton Funds files this fund's proxy votes with the SEC once a year. This is what it did with the shares your retirement savings paid for.
SourceProxy-voting record filed by Shelton Funds on 2026-08-28 · open the filing · vote table (ProxyVotingTable.xml, 15 MB)
TickersEQTIX (Investor Shares), EQTKX (K Shares) · share classes of one fund, with one proxy-voting record · as listed in its latest SEC filing of proxy votes
How it voted, by issue
Fund companies sometimes file the same proposal under different subjects. So that funds can be compared, each proposal is counted under the subject most of the filings we read gave it, the same for every fund on this site. Counted by this fund’s own filing alone, 1 of its 170 shareholder proposals would sit under a different issue, or under none. On management's own executive pay resolutions, this fund voted in favour 80% of the time across 100 votes.
| Issue | Proposals faced | Backed | Share backed |
|---|---|---|---|
| Climate & environment | 38 | 1 | 2.6% |
| Workers & human rights | 12 | 2 | 16.7% |
| Pay equity & inclusion | 4 | 0 | 0% |
| Executive pay | 7 | 3 | 42.9% |
| Corporate governance | 69 | 39 | 56.5% |
| Other social issues | 40 | 5 | 12.5% |
Ballots it voted
NVIDIA Corporation · 24 June 2026 · put on the ballot by shareholder · Climate & environment
Should Nvidia publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST Shelton Equity Income Fund voted with 151,300 shares
“Approval of a non-binding stockholder proposal requesting reporting on greenhouse gas emissions from the use of our sold products.”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
Alphabet Inc. · 5 June 2026 · put on the ballot by shareholder · Climate & environment
Should Alphabet publish a fuller account of its emissions and how it plans to cut them?
Shareholders asked the company to disclose its greenhouse gas emissions more completely, or to have its reduction targets independently assessed, so that the plan can be checked rather than taken on trust.
AGAINST Shelton Equity Income Fund voted with 89,900 shares
“Shareholder proposal regarding an enhanced disclosure on climate goals”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
General Motors Company · 2 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should General Motors assess the human rights risks its own operations create?
Shareholders asked for an assessment of the human rights risks arising from the company’s operations and business relationships, and for the findings to be published.
AGAINST Shelton Equity Income Fund voted with 112,200 shares
“Shareholder Proposal Requesting a Report on Human Rights Standards for Indigenous Peoples”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
Walmart Inc. · 4 June 2026 · put on the ballot by shareholder · Workforce & human rights
Should Walmart explain how its board oversees the safety of the people who work for it?
Shareholders asked for a report on how health and safety is actually governed — who on the board is accountable, what the company measures, how injuries and fatalities are counted, and whether contractors and temporary workers are covered by the same standards as employees.
AGAINST Shelton Equity Income Fund voted with 100,000 shares
“Report on Workplace Health and Safety Governance”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
The Coca-Cola Company · 29 April 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should Coca-Cola publish what its inclusion policies actually do for its workforce?
Shareholders asked for a report on the company’s LGBTQIA+ equity and inclusion efforts within its human capital management strategy — what the policies are, how they are measured, and what they have changed for employees.
AGAINST Shelton Equity Income Fund voted with 36,100 shares
“Vote on a shareowner proposal requesting a report on the extent of the Company's diversity, equity and inclusion efforts”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
AT&T Inc. · 14 May 2026 · put on the ballot by shareholder · Pay equity & inclusion
Should AT&T publish the workforce breakdown it already files with the government?
Shareholders asked the company to publish its EEO-1 report — the table of employees by job category, race and sex that it is already required to submit to federal regulators — instead of keeping it confidential.
AGAINST Shelton Equity Income Fund voted with 198,400 shares
“EEO-1 Report Disclosure Policy”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
CF Industries Holdings, Inc. · 28 April 2026 · put on the ballot by shareholder · Executive pay
Should shareholders get a vote before CF Industries Holdings pays a departing executive?
Shareholders asked the company to seek shareholder approval for any severance package to a senior executive above a set multiple of salary and bonus — so that very large exit payments cannot be agreed by the board alone.
FOR Shelton Equity Income Fund voted with 89,700 shares
“Shareholder proposal regarding shareholder approval requirement for excessive golden parachutes, if properly presented at the meeting.”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
Meta Platforms, Inc. · 27 May 2026 · put on the ballot by shareholder · Executive pay
Regarding annual vote regarding executive pay.
FOR Shelton Equity Income Fund voted with 40,200 shares
“A shareholder proposal regarding annual vote regarding executive pay.”
SourceShelton Funds, Form N-PX filed 2026-08-28 · accession 0001999371-26-019232 · series S000016025 · open the filing
Other funds Shelton Funds votes
The same filer reports these alongside this one, in the same annual filing.
No 401(k) plan we index offers this fund. Its record is here because the fund files it with the SEC, as every fund must: whoever holds it, in an IRA, a brokerage account or a plan we have not indexed, the fund votes those shares as shown on this page.