Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,535,739
+$1,688,803 QoQ
Shares Held
22,892
+7.9% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#164
of 674 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 10%
Shared 67%
None 23%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cerity Partners LLC holds $118,494,983 across 15 Electrical Equipment & Parts names. AEIS ranks #4 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
163,653 | $54,794,295 | |
| 2 | NVT |
nVent Electric plc
|
87,796 | $14,891,077 | |
| 3 | AYI |
Acuity Inc. (De)
|
28,573 | $10,762,304 | |
| 4 | AEIS |
Advanced Energy Industries Inc
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|
22,892 | $8,535,739 | |
| 5 | BE |
Bloom Energy Corp
|
24,201 | $7,325,641 | |
| 6 | ENS |
EnerSys
|
26,656 | $6,232,704 | |
| 7 | POWL |
Powell Industries Inc
|
21,370 | $6,119,512 | |
| 8 | HUBB |
Hubbell Inc
|
8,659 | $4,530,388 |
All Filings in AEIS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,535,739 | 22,892 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,846,936 | 21,217 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,595,461 | 21,949 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,448,140 | 26,144 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,360,620 | 17,816 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,066,995 | 11,195 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $410,602 | 3,551 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $436,535 | 4,148 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $309,530 | 2,846 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $289,521 | 2,839 | Shares | Defined | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||