Position in AEIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,278,981
-$305,603 QoQ
Shares Held
6,112
-23.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#279
of 677 holders
Holding Since
Mar 2024
10 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, 2026Atria Investments, Inc holds $17,724,357 across 8 Electrical Equipment & Parts names. AEIS ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
18,019 | $6,033,121 | |
| 2 | HUBB |
Hubbell Inc
|
5,109 | $2,673,028 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
6,112 | $2,278,981 | |
| 4 | AYI |
Acuity Inc. (De)
|
5,349 | $2,014,754 | |
| 5 | BE |
Bloom Energy Corp
|
6,007 | $1,818,318 | |
| 6 | NVT |
nVent Electric plc
|
9,252 | $1,569,231 | |
| 7 | ATKR |
Atkore Inc.
|
9,547 | $725,953 | |
| 8 | ENS |
EnerSys
|
2,613 | $610,971 |
All Filings in AEIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,278,981 | 6,112 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,584,584 | 8,009 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,850,830 | 8,840 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,536,874 | 9,033 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,230,527 | 9,287 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $952,909 | 9,998 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,304,884 | 11,285 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,362,016 | 12,942 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $1,480,984 | 13,617 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,226,411 | 12,026 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||