RAFFA WEALTH MANAGEMENT, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1631073
WASHINGTON, DC
Position in AEIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,610
+$2,288 QoQ
Shares Held
7
+600.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#650
of 677 holders
Holding Since
Mar 2024
5 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $56,881 across 13 Electrical Equipment & Parts names. AEIS ranks #6 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
70 | $23,437 | |
| 2 | BE |
Bloom Energy Corp
|
30 | $9,081 | |
| 3 | HUBB |
Hubbell Inc
|
15 | $7,848 | |
| 4 | NVT |
nVent Electric plc
|
31 | $5,257 | |
| 5 | ENS |
EnerSys
|
12 | $2,805 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
7 | $2,610 | |
| 7 | AYI |
Acuity Inc. (De)
|
6 | $2,259 | |
| 8 | POWL |
Powell Industries Inc
|
5 | $1,431 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610 | 7 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $322 | 1 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $850 | 5 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $22,078 | 203 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $20,701 | 203 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||