MONETA GROUP INVESTMENT ADVISORS LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1120927 ST LOUIS, MO

Position in AEIS

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

Position Value

$214,027

New position

Shares Held

574

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#535

of 677 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

MONETA GROUP INVESTMENT ADVISORS LLC holds $2,006,777 across 4 Electrical Equipment & Parts names. AEIS ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	3,527	$1,180,910
2	FPS	Forgent Power Solutions, Inc.	5,724	$319,742
3	ENR	Energizer Holdings, Inc.	13,624	$292,098
4	AEIS	Advanced Energy Industries Inc This page	574	$214,027

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$214,027	574	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.