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Arax Advisory Partners

Position in AEIS — Advanced Energy Industries Inc

CIK 1586767 DENVER, CO

Position in AEIS

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$292,330
+$173,251 QoQ
Shares Held
784
+112.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#493
of 677 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority Sole 58% Shared 0% None 42%

Common Shares in AEIS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Arax Advisory Partners holds $37,865,259 across 24 Electrical Equipment & Parts names. AEIS ranks #9 (0.8% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in AEIS

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $292,330 784
2026-03-31 $119,079 369
2025-12-31 $98,613 471
2025-09-30 $154,146 906
2025-06-30 $36,040 272
2025-03-31 $11,055 116
2024-12-31 $1,734 15
2024-09-30 $1,578 15
2024-06-30 $1,848 17
2023-09-30 $4,743 46
2023-06-30 $5,126 46
2023-03-31 $686 7
2022-12-31 $600 7
2022-09-30 $541 7
2022-03-31 $2,582 30