Transamerica Financial Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1502149
CEDAR RAPIDS, IA
Position in AEIS
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,474
+$2,861 QoQ
Shares Held
12
+140.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#637
of 675 holders
Holding Since
Dec 2025
3 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, 2026Transamerica Financial Advisors, LLC holds $907,136 across 12 Electrical Equipment & Parts names. AEIS ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
2,708 | $459,303 | |
| 2 | VRT |
Vertiv Holdings Co
|
620 | $207,588 | |
| 3 | POWL |
Powell Industries Inc
|
489 | $140,030 | |
| 4 | BE |
Bloom Energy Corp
|
114 | $34,507 | |
| 5 | AYI |
Acuity Inc. (De)
|
79 | $29,756 | |
| 6 | ENS |
EnerSys
|
66 | $15,432 | |
| 7 | HUBB |
Hubbell Inc
|
25 | $13,080 | |
| 8 | AEIS |
Advanced Energy Industries Inc
This page
|
12 | $4,474 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,474 | 12 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $1,613 | 5 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,093 | 10 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||