EVERGREEN CAPITAL MANAGEMENT LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1260824
Bellevue, WA
Position in AEIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,118,237
+$150,430 QoQ
Shares Held
2,999
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#325
of 677 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $5,238,108 across 7 Electrical Equipment & Parts names. AEIS ranks #2 (21.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
6,887 | $1,168,103 | |
| 2 | AEIS |
Advanced Energy Industries Inc
This page
|
2,999 | $1,118,237 | |
| 3 | POWL |
Powell Industries Inc
|
3,232 | $925,515 | |
| 4 | AYI |
Acuity Inc. (De)
|
1,824 | $687,027 | |
| 5 | VRT |
Vertiv Holdings Co
|
1,932 | $646,871 | |
| 6 | BE |
Bloom Energy Corp
|
1,426 | $431,650 | |
| 7 | PLPC |
Preformed Line Products Co
|
635 | $260,705 |
All Filings in AEIS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118,237 | 2,999 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $967,807 | 2,999 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $619,735 | 2,960 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $500,381 | 2,941 | Shares | Other | 2025-10-28 | |
| 2025-06-30 | $244,330 | 1,844 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $207,585 | 2,178 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $238,775 | 2,065 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $206,901 | 1,966 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $219,803 | 2,021 | Shares | Other | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||