Position in AEIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,089,004
-$2,160,324 QoQ
Shares Held
45,831
-23.2% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#121
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026LPL Financial LLC holds $557,351,128 across 24 Electrical Equipment & Parts names. AEIS ranks #6 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
804,749 | $269,446,060 | |
| 2 | BE |
Bloom Energy Corp
|
435,088 | $131,701,137 | |
| 3 | NVT |
nVent Electric plc
|
258,672 | $43,873,357 | |
| 4 | POWL |
Powell Industries Inc
|
105,792 | $30,294,597 | |
| 5 | HUBB |
Hubbell Inc
|
38,094 | $19,930,780 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
45,831 | $17,089,004 | |
| 7 | ENS |
EnerSys
|
28,202 | $6,594,191 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
793,271 | $4,664,433 |
All Filings in AEIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,089,004 | 45,831 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $19,249,328 | 59,649 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,145,700 | 43,682 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,399,645 | 37,614 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $4,524,080 | 34,144 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,930,687 | 30,749 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $3,103,277 | 26,838 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,428,518 | 23,076 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,758,262 | 25,361 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,586,722 | 25,365 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,705,790 | 24,842 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,472,920 | 23,981 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,675,022 | 24,002 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,317,602 | 23,649 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,155,737 | 25,131 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,870,844 | 24,168 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,734,077 | 23,761 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,970,112 | 22,887 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,001,863 | 21,984 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,950,156 | 22,224 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,306,272 | 20,462 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,231,434 | 20,440 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,026,673 | 20,900 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,338,859 | 21,272 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,433,758 | 21,150 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,056,306 | 21,784 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||