Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$307,243
New position
Shares Held
824
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Waverly Advisors, LLC holds $30,447,563 across 11 Electrical Equipment & Parts names. AEIS ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
40,595 | $13,592,017 | |
| 2 | NVT |
nVent Electric plc
|
75,194 | $12,753,654 | |
| 3 | AYI |
Acuity Inc. (De)
|
2,755 | $1,037,698 | |
| 4 | HUBB |
Hubbell Inc
|
1,778 | $930,248 | |
| 5 | BE |
Bloom Energy Corp
|
1,979 | $599,043 | |
| 6 | ENS |
EnerSys
|
1,927 | $450,570 | |
| 7 | POWL |
Powell Industries Inc
|
1,147 | $328,454 | |
| 8 | AEIS |
Advanced Energy Industries Inc
This page
|
824 | $307,243 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,243 | 824 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||