Position in AEIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,830
+$1,054 QoQ
Shares Held
21
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#627
of 677 holders
Holding Since
Mar 2020
25 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, 2026IFP Advisors, Inc holds $19,948,107 across 26 Electrical Equipment & Parts names. AEIS ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
44,957 | $15,052,502 | |
| 2 | BE |
Bloom Energy Corp
|
7,315 | $2,214,250 | |
| 3 | NVT |
nVent Electric plc
|
4,905 | $831,937 | |
| 4 | HUBB |
Hubbell Inc
|
1,181 | $617,899 | |
| 5 | POWL |
Powell Industries Inc
|
1,293 | $370,263 | |
| 6 | AYI |
Acuity Inc. (De)
|
707 | $266,298 | |
| 7 | KE |
Kimball Electronics, Inc.
|
8,422 | $215,603 | |
| 8 | PLUG |
Plug Power Inc
|
30,105 | $81,584 |
All Filings in AEIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,830 | 21 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,776 | 21 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,396 | 21 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $5,104 | 30 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $15,104 | 0 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,668 | 28 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,237 | 28 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,893 | 37 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $4,024 | 37 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,263 | 32 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $5,446 | 50 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $2,578 | 25 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,786 | 25 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,450 | 25 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,744 | 32 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,477 | 32 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,824 | 25 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,152 | 25 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $4,475 | 51 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $112,146 | 995 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $104,039 | 953 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $81,842 | 844 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $53,939 | 857 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $58,096 | 857 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $41,507 | 856 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||