Position in AEIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$698,385
+$299,193 QoQ
Shares Held
1,873
+51.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#382
of 677 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026NewEdge Advisors, LLC holds $88,755,126 across 29 Electrical Equipment & Parts names. AEIS ranks #11 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
128,353 | $42,975,151 | |
| 2 | BE |
Bloom Energy Corp
|
45,509 | $13,775,574 | |
| 3 | POWL |
Powell Industries Inc
|
26,941 | $7,714,824 | |
| 4 | NVT |
nVent Electric plc
|
40,506 | $6,870,222 | |
| 5 | KE |
Kimball Electronics, Inc.
|
201,940 | $5,169,664 | |
| 6 | EOSE |
Eos Energy Enterprises, Inc.
|
558,108 | $3,281,675 | |
| 7 | TE |
T1 Energy Inc.
|
265,753 | $2,519,338 | |
| 8 | HUBB |
Hubbell Inc
|
3,517 | $1,840,094 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,385 | 1,873 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $399,192 | 1,237 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $263,178 | 1,257 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $65,844 | 387 | Shares | Sole | 2025-11-17 | |
| 2024-03-31 | $261,986 | 2,569 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $287,330 | 2,638 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $264,502 | 2,565 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||