Position in AEIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$506,977
+$365,443 QoQ
Shares Held
1,571
+132.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Allworth Financial LP holds $23,504,445 across 26 Electrical Equipment & Parts names. AEIS ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
46,536 | $11,660,990 | |
| 2 | HUBB |
Hubbell Inc
|
20,488 | $10,054,281 | |
| 3 | NVT |
nVent Electric plc
|
4,320 | $510,969 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
1,571 | $506,977 | |
| 5 | BE |
Bloom Energy Corp
|
1,781 | $241,307 | |
| 6 | AYI |
Acuity Inc. (De)
|
854 | $239,307 | |
| 7 | ENS |
EnerSys
|
432 | $75,047 | |
| 8 | ENVX |
Enovix Corp
|
10,381 | $53,773 |
All Filings in AEIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $506,977 | 1,571 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $141,534 | 676 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $99,021 | 582 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $70,622 | 533 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,770 | 113 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $10,753 | 93 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $7,787 | 74 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $10,876 | 100 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $5,099 | 50 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $5,554 | 51 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $4,434 | 43 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $3,900 | 35 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $3,038 | 31 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,659 | 31 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $1,857 | 24 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,897 | 26 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,979 | 23 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $19,486 | 214 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,755 | 20 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,254 | 20 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,183 | 20 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,939 | 20 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $1,258 | 20 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,355 | 20 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $969 | 20 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||