HARBOR INVESTMENT ADVISORY, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1468792
LUTHERVILLE, MD
Position in AEIS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$138,334
+$118,326 QoQ
Shares Held
371
+498.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#551
of 677 holders
Holding Since
Mar 2026
2 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 Jun 30, 2026HARBOR INVESTMENT ADVISORY, LLC holds $3,938,413 across 9 Electrical Equipment & Parts names. AEIS ranks #4 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
9,718 | $3,253,780 | |
| 2 | BE |
Bloom Energy Corp
|
640 | $193,728 | |
| 3 | NVT |
nVent Electric plc
|
986 | $167,235 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
371 | $138,334 | |
| 5 | ENVX |
Enovix Corp
|
18,740 | $113,751 | |
| 6 | HUBB |
Hubbell Inc
|
59 | $30,868 | |
| 7 | POWL |
Powell Industries Inc
|
75 | $21,477 | |
| 8 | AYI |
Acuity Inc. (De)
|
51 | $19,209 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,334 | 371 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $20,008 | 62 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||