Position in AEIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$21,591,782
+$3,642,652 QoQ
Shares Held
57,907
+4.1% QoQ
Ownership
0.145%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#101
of 677 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. AEIS ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in AEIS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,591,782 | 57,907 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $17,949,130 | 55,620 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,179,618 | 43,844 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,262,342 | 36,807 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,664,552 | 27,657 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,306,216 | 24,197 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,702,272 | 23,370 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,589,544 | 15,104 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,693,281 | 15,569 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $902,318 | 8,848 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $737,605 | 6,772 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $382,883 | 3,713 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $322,535 | 2,894 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $210,602 | 2,149 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||