PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in AEIS — Advanced Energy Industries Inc

CIK 12600 DES MOINES, IA

Position in AEIS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$267,347

-$124,100 QoQ

Shares Held

717

-40.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#504

of 675 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $9,253,661 across 8 Electrical Equipment & Parts names. AEIS ranks #7 (2.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NVT	nVent Electric plc	24,230	$4,109,650
2	VRT	Vertiv Holdings Co	8,450	$2,829,229
3	AYI	Acuity Inc. (De)	1,826	$687,781
4	BE	Bloom Energy Corp	1,612	$487,952
5	POWL	Powell Industries Inc	1,180	$337,904
6	ENS	EnerSys	1,144	$267,490
7	AEIS	Advanced Energy Industries Inc This page	717	$267,347
8	HUBB	Hubbell Inc	509	$266,308

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$267,347	717	-40.9%	Shares	Sole	2026-08-04
2026-03-31	$391,447	1,213	+5.3%	Shares	Sole	2026-05-13
2025-12-31	$241,194	1,152	+8.5%	Shares	Sole	2026-02-12
2025-09-30	$180,688	1,062	+19.6%	Shares	Sole	2025-11-12
2025-06-30	$117,660	888	-10.2%	Shares	Sole	2025-08-11
2025-03-31	$94,261	989	0.0%	Shares	Sole	2025-04-30
2024-12-31	$114,358	989	+16.1%	Shares	Sole	2025-01-30
2024-09-30	$89,664	852	-0.5%	Shares	Sole	2024-10-28
2024-06-30	$93,098	856	+3.6%	Shares	Sole	2024-07-31
2024-03-31	$84,235	826	+3.0%	Shares	Sole	2024-05-10
2023-12-31	$87,353	802	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.