Sequoia Financial Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1599900
Akron, OH
Position in AEIS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$808,382
+$80,026 QoQ
Shares Held
2,168
-3.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#362
of 677 holders
Holding Since
Dec 2024
7 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, 2026Sequoia Financial Advisors, LLC holds $43,301,804 across 13 Electrical Equipment & Parts names. AEIS ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
31,236 | $16,342,675 | |
| 2 | NVT |
nVent Electric plc
|
76,540 | $12,981,949 | |
| 3 | VRT |
Vertiv Holdings Co
|
22,258 | $7,452,423 | |
| 4 | BE |
Bloom Energy Corp
|
6,150 | $1,861,605 | |
| 5 | ENS |
EnerSys
|
5,734 | $1,340,723 | |
| 6 | AYI |
Acuity Inc. (De)
|
2,495 | $939,766 | |
| 7 | AEIS |
Advanced Energy Industries Inc
This page
|
2,168 | $808,382 | |
| 8 | POWL |
Powell Industries Inc
|
1,751 | $501,416 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,382 | 2,168 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $728,356 | 2,257 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $448,261 | 2,141 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $262,355 | 1,542 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $204,712 | 1,545 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $206,727 | 2,169 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $229,178 | 1,982 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||