TD PRIVATE CLIENT WEALTH LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1551017
NEW YORK, NY
Position in AEIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$372
+$50 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#671
of 677 holders
Holding Since
Mar 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $1,898,884 across 10 Electrical Equipment & Parts names. AEIS ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
2,161 | $723,546 | |
| 2 | HUBB |
Hubbell Inc
|
1,012 | $529,478 | |
| 3 | AYI |
Acuity Inc. (De)
|
1,337 | $503,594 | |
| 4 | NVT |
nVent Electric plc
|
377 | $63,942 | |
| 5 | BE |
Bloom Energy Corp
|
112 | $33,902 | |
| 6 | ENS |
EnerSys
|
109 | $25,486 | |
| 7 | ATKR |
Atkore Inc.
|
230 | $17,489 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
62 | $1,073 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $372 | 1 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $322 | 1 | Shares | Defined | 2026-04-27 | |
| 2025-03-31 | $1,620 | 17 | Shares | Defined | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||