JFS WEALTH ADVISORS, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1568068
HERMITAGE, PA
Position in AEIS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$9,321
+$1,254 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
of 677 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $367,434 across 14 Electrical Equipment & Parts names. AEIS ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KE |
Kimball Electronics, Inc.
|
4,002 | $102,451 | |
| 2 | VRT |
Vertiv Holdings Co
|
204 | $68,303 | |
| 3 | HUBB |
Hubbell Inc
|
113 | $59,121 | |
| 4 | BE |
Bloom Energy Corp
|
150 | $45,405 | |
| 5 | NVT |
nVent Electric plc
|
160 | $27,137 | |
| 6 | AYI |
Acuity Inc. (De)
|
45 | $16,949 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
2,267 | $13,329 | |
| 8 | ENS |
EnerSys
|
56 | $13,093 |
All Filings in AEIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,321 | 25 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $8,067 | 25 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $5,234 | 25 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,701 | 10 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,192 | 9 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,001 | 21 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $2,428 | 21 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,210 | 21 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $2,175 | 20 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $2,039 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $2,178 | 20 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,371 | 23 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $2,563 | 23 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,254 | 23 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,230 | 26 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,857 | 24 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $510 | 7 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,635 | 19 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $637 | 7 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||