SHELTON CAPITAL MANAGEMENT

Position in AEIS — Advanced Energy Industries Inc

CIK 1002784 Denver, CO

Position in AEIS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$544,390

+$73,234 QoQ

Shares Held

1,460

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#412

of 677 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

SHELTON CAPITAL MANAGEMENT holds $8,371,877 across 6 Electrical Equipment & Parts names. AEIS ranks #4 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	11,095	$3,714,827
2	ENS	EnerSys	11,243	$2,628,838
3	NVT	nVent Electric plc	5,225	$886,212
4	AEIS	Advanced Energy Industries Inc This page	1,460	$544,390
5	AYI	Acuity Inc. (De)	986	$371,386
6	POWL	Powell Industries Inc	790	$226,224

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$544,390	1,460	0.0%	Shares	Sole	2026-08-14
2026-03-31	$471,156	1,460	+1.3%	Shares	Sole	2026-05-15
2025-12-31	$301,702	1,441	-7.9%	Shares	Sole	2026-02-17
2025-09-30	$266,269	1,565	-93.1%	Shares	Sole	2025-11-14
2025-06-30	$2,995,162	22,605	-14.3%	Shares	Sole	2025-08-13
2025-03-31	$2,514,659	26,384	0.0%	Shares	Sole	2025-05-15
2024-12-31	$3,050,781	26,384	-0.8%	Shares	Sole	2025-02-13
2024-09-30	$2,800,015	26,606	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,893,668	26,606	-42.9%	Shares	Sole	2024-08-13
2024-03-31	$4,752,879	46,606	-14.8%	Shares	Sole	2024-05-15
2023-12-31	$5,957,815	54,699	+0.0%	Shares	Sole	2024-02-14
2023-09-30	$5,639,426	54,688	-0.4%	Shares	Sole	2023-11-14
2023-06-30	$6,117,044	54,886	-0.3%	Shares	Sole	2023-08-10
2023-03-31	$5,394,802	55,049	+211.0%	Shares	Sole	2023-05-11
2022-12-31	$1,518,306	17,700	-12.7%	Shares	Sole	2023-02-13
2022-09-30	$1,569,255	20,272	-5.1%	Shares	Sole	2022-11-14
2022-06-30	$1,559,728	21,372	0.0%	Shares	Sole	2022-08-11
2022-03-31	$1,839,701	21,372	-0.5%	Shares	Sole	2022-05-12
2021-12-31	$1,955,695	21,477	0.0%	Shares	Sole	2022-02-11
2021-09-30	$1,884,606	21,477	0.0%	Shares	Sole	2021-11-15
2021-06-30	$2,420,672	21,477	-0.5%	Shares	Sole	2021-08-12
2021-03-31	$2,355,561	21,577	0.0%	Shares	Sole	2021-05-14
2020-12-31	$2,092,321	21,577	+25.9%	Shares	Sole	2021-02-16
2020-09-30	$1,079,043	17,144	0.0%	Shares	Sole	2020-11-09
2020-06-30	$1,162,191	17,144	-2.4%	Shares	Sole	2020-08-12
2020-03-31	$851,678	17,564	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.