Sowell Financial Services LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1633697
NORTH LITTLE ROCK, AR
Position in AEIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$489,205
+$58,388 QoQ
Shares Held
1,312
-1.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#84
of 185 holders
Holding Since
Mar 2020
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, 2026Sowell Financial Services LLC holds $6,277,240 across 8 Electrical Equipment & Parts names. AEIS ranks #5 (7.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLPC |
Preformed Line Products Co
|
4,615 | $1,894,734 | |
| 2 | VRT |
Vertiv Holdings Co
|
3,329 | $1,114,615 | |
| 3 | HUBB |
Hubbell Inc
|
1,997 | $1,044,830 | |
| 4 | NVT |
nVent Electric plc
|
4,012 | $680,475 | |
| 5 | AEIS |
Advanced Energy Industries Inc
This page
|
1,312 | $489,205 | |
| 6 | ENR |
Energizer Holdings, Inc.
|
20,899 | $448,074 | |
| 7 | ENVX |
Enovix Corp
|
52,845 | $320,769 | |
| 8 | BE |
Bloom Energy Corp
|
940 | $284,538 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,205 | 1,312 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $430,817 | 1,335 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $261,503 | 1,249 | Shares | Sole | 2026-01-21 | |
| 2021-03-31 | $25,764 | 236 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $13,090 | 135 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $6,545 | 104 | Shares | Sole | 2020-11-12 | |
| 2020-03-31 | $533 | 11 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||