Plante Moran Financial Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1424717
SOUTHFIELD, MI
Position in AEIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,593
+$753 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#636
of 677 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $156,166 across 8 Electrical Equipment & Parts names. AEIS ranks #3 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
255 | $133,416 | |
| 2 | VRT |
Vertiv Holdings Co
|
29 | $9,709 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
15 | $5,593 | |
| 4 | AYI |
Acuity Inc. (De)
|
8 | $3,013 | |
| 5 | POWL |
Powell Industries Inc
|
6 | $1,718 | |
| 6 | BE |
Bloom Energy Corp
|
5 | $1,513 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
56 | $969 | |
| 8 | ENR |
Energizer Holdings, Inc.
|
11 | $235 |
All Filings in AEIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,593 | 15 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,840 | 15 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,140 | 15 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,552 | 15 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||