Position in AEIS
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$708,671
New position
Shares Held
2,196
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $11,026,469 across 8 Electrical Equipment & Parts names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,635 | $3,895,630 | |
| 2 | NVT |
nVent Electric plc
|
16,760 | $2,842,663 | |
| 3 | BE |
Bloom Energy Corp
|
6,819 | $2,064,111 | |
| 4 | POWL |
Powell Industries Inc
|
5,636 | $1,613,924 | |
| 5 | HUBB |
Hubbell Inc
|
604 | $316,012 | |
| 6 | ENVX |
Enovix Corp
|
23,331 | $141,619 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
14,698 | $86,424 | |
| 8 | PLUG |
Plug Power Inc
|
24,386 | $66,086 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $708,671 | 2,196 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||