D.A. DAVIDSON & CO.

Position in AEIS — Advanced Energy Industries Inc

CIK 1080107 GREAT FALLS, MT

Position in AEIS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$645,810

+$148,192 QoQ

Shares Held

1,732

+12.3% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#393

of 677 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

D.A. DAVIDSON & CO. holds $8,307,828 across 5 Electrical Equipment & Parts names. AEIS ranks #5 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	22,333	$3,787,900
2	VRT	Vertiv Holdings Co	4,571	$1,530,462
3	FPS	Forgent Power Solutions, Inc.	26,615	$1,486,713
4	BE	Bloom Energy Corp	2,831	$856,943
5	AEIS	Advanced Energy Industries Inc This page	1,732	$645,810

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$645,810	1,732	+12.3%	Shares	Sole	2026-07-24
2026-03-31	$497,618	1,542	-16.3%	Shares	Sole	2026-05-05
2025-12-31	$385,659	1,842	-1.0%	Shares	Sole	2026-01-29
2025-09-30	$316,460	1,860	+3.5%	Shares	Sole	2025-10-22
2025-06-30	$238,102	1,797	-3.0%	Shares	Sole	2025-07-30
2023-12-31	$201,719	1,852	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.