Position in AEIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$654,386
-$39,440 QoQ
Shares Held
1,755
-18.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#391
of 677 holders
Holding Since
Jun 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Caprock Group, LLC holds $18,073,970 across 9 Electrical Equipment & Parts names. AEIS ranks #4 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
43,805 | $13,259,773 | |
| 2 | HUBB |
Hubbell Inc
|
3,123 | $1,633,953 | |
| 3 | VRT |
Vertiv Holdings Co
|
3,306 | $1,106,914 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
1,755 | $654,386 | |
| 5 | ENS |
EnerSys
|
1,559 | $364,525 | |
| 6 | PLUG |
Plug Power Inc
|
113,640 | $307,964 | |
| 7 | POWL |
Powell Industries Inc
|
1,045 | $299,246 | |
| 8 | NVT |
nVent Electric plc
|
1,675 | $284,096 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,386 | 1,755 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $693,826 | 2,150 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $478,410 | 2,285 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $336,877 | 1,980 | Shares | Sole | 2025-11-06 | |
| 2024-12-31 | $226,634 | 1,960 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $208,269 | 1,979 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $235,139 | 2,162 | Shares | Sole | 2024-08-06 | |
| No filing history on record for this holder in this stock. | ||||||