Informed Momentum Co LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1510989
Solana Beach, CA
Position in AEIS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,385,443
+$4,090,930 QoQ
Shares Held
44,577
-9.3% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
1.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Informed Momentum Co LLC holds $44,170,611 across 7 Electrical Equipment & Parts names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
49,663 | $15,032,990 | |
| 2 | PLPC |
Preformed Line Products Co
|
20,043 | $8,228,854 | |
| 3 | POWL |
Powell Industries Inc
|
25,430 | $7,282,134 | |
| 4 | FCEL |
Fuelcell Energy Inc
|
178,858 | $6,440,676 | |
| 5 | ENS |
EnerSys
|
19,228 | $4,495,890 | |
| 6 | RFIL |
R F Industries Ltd
|
64,275 | $1,363,272 | |
| 7 | ESP |
Espey Mfg & Electronics Corp
|
19,700 | $1,326,795 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,385,443 | 44,577 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,294,513 | 49,169 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $8,533,031 | 50,153 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,966,342 | 45,029 | Shares | Sole | 2025-08-12 | |
| 2020-12-31 | $2,240,782 | 23,108 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||