O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1423442
Stamford, CT
Position in AEIS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,294,468
+$809,826 QoQ
Shares Held
7,110
+0.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $42,432,811 across 14 Electrical Equipment & Parts names. AEIS ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
19,890 | $9,760,818 | |
| 2 | VRT |
Vertiv Holdings Co
|
36,602 | $9,171,729 | |
| 3 | KE |
Kimball Electronics, Inc.
|
138,356 | $3,277,653 | |
| 4 | PLPC |
Preformed Line Products Co
|
11,645 | $3,152,883 | |
| 5 | BE |
Bloom Energy Corp
|
21,330 | $2,890,001 | |
| 6 | ATKR |
Atkore Inc.
|
48,593 | $2,862,613 | |
| 7 | AEIS |
Advanced Energy Industries Inc
This page
|
7,110 | $2,294,468 | |
| 8 | ENS |
EnerSys
|
11,499 | $1,997,606 |
All Filings in AEIS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,294,468 | 7,110 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,484,642 | 7,091 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,007,228 | 5,920 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $604,332 | 4,561 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $545,459 | 5,723 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $626,830 | 5,421 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $628,072 | 5,968 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $530,205 | 4,875 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $514,999 | 5,050 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $508,983 | 4,673 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $473,527 | 4,592 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $241,276 | 2,462 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $209,560 | 2,443 | Shares | Sole | 2023-02-10 | |
| 2021-09-30 | $46,244 | 527 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $59,398 | 527 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $57,532 | 527 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $51,103 | 527 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $35,246 | 560 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $37,962 | 560 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||