Merit Financial Group, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1621225
ALPHARETTA, GA
Position in AEIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,282,371
+$546,760 QoQ
Shares Held
8,803
+3.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#26
of 158 holders
Holding Since
Dec 2025
3 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, 2026Merit Financial Group, LLC holds $26,770,890 across 9 Electrical Equipment & Parts names. AEIS ranks #3 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
36,110 | $12,090,345 | |
| 2 | POWL |
Powell Industries Inc
|
17,213 | $4,929,111 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
8,803 | $3,282,371 | |
| 4 | NVT |
nVent Electric plc
|
11,349 | $1,924,900 | |
| 5 | AYI |
Acuity Inc. (De)
|
4,289 | $1,615,493 | |
| 6 | BE |
Bloom Energy Corp
|
3,824 | $1,157,522 | |
| 7 | ENS |
EnerSys
|
3,341 | $781,190 | |
| 8 | HUBB |
Hubbell Inc
|
1,406 | $735,616 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,282,371 | 8,803 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $2,735,611 | 8,477 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $1,788,437 | 8,542 | Shares | Other | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||