MAI Capital Management
Position in AEIS — Advanced Energy Industries Inc
CIK 1040197
INDEPENDENCE, OH
Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$503,373
+$321,365 QoQ
Shares Held
1,350
+139.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 681 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026MAI Capital Management holds $25,180,844 across 8 Electrical Equipment & Parts names. AEIS ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
55,742 | $18,663,535 | |
| 2 | BE |
Bloom Energy Corp
|
7,210 | $2,182,466 | |
| 3 | NVT |
nVent Electric plc
|
9,260 | $1,570,588 | |
| 4 | HUBB |
Hubbell Inc
|
1,824 | $954,316 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,929 | $726,576 | |
| 6 | AEIS |
Advanced Energy Industries Inc
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|
1,350 | $503,373 | |
| 7 | POWL |
Powell Industries Inc
|
1,587 | $454,452 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
21,350 | $125,538 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $503,373 | 1,350 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,008 | 564 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75,373 | 360 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $63,462 | 373 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,527 | 487 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $29,832 | 313 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,192 | 313 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||