NorthRock Partners, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1632097
MINNEAPOLIS, MN
Position in AEIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,171,632
+$1,100,480 QoQ
Shares Held
8,506
+32.5% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#246
of 674 holders
Holding Since
Mar 2024
10 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, 2026NorthRock Partners, LLC holds $5,105,009 across 3 Electrical Equipment & Parts names. AEIS ranks #1 (62.1% of the industry book) .
All Filings in AEIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,171,632 | 8,506 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,071,152 | 6,418 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,493,645 | 7,134 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,358,057 | 7,982 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,151,027 | 8,687 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $657,448 | 6,898 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,017,312 | 8,798 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $238,368 | 2,265 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $1,026,476 | 9,438 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $1,022,349 | 10,025 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||