Position in AEIS
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$733,519
+$314,570 QoQ
Shares Held
2,273
+13.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026CWM, LLC holds $42,083,167 across 25 Electrical Equipment & Parts names. AEIS ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
95,625 | $23,961,712 | |
| 2 | HUBB |
Hubbell Inc
|
11,002 | $5,399,121 | |
| 3 | NVT |
nVent Electric plc
|
36,686 | $4,339,220 | |
| 4 | ENS |
EnerSys
|
15,039 | $2,612,575 | |
| 5 | AYI |
Acuity Inc. (De)
|
6,888 | $1,930,155 | |
| 6 | HAYW |
Hayward Holdings, Inc.
|
94,632 | $1,266,176 | |
| 7 | BE |
Bloom Energy Corp
|
6,139 | $831,773 | |
| 8 | AEIS |
Advanced Energy Industries Inc
This page
|
2,273 | $733,519 |
All Filings in AEIS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $733,519 | 2,273 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $418,949 | 2,001 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $314,248 | 1,847 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $239,162 | 1,805 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $102,648 | 1,077 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $67,181 | 581 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $51,778 | 492 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $41,763 | 384 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $35,183 | 345 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $34,091 | 313 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $36,195 | 351 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $38,784 | 348 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $32,144 | 328 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $35,856 | 418 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $25,313 | 327 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $6,641 | 91 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $20,659 | 240 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $9,014 | 99 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $1,690 | 15 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $1,637 | 15 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $1,454 | 15 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $944 | 15 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $1,016 | 15 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $727 | 15 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||