KESTRA PRIVATE WEALTH SERVICES, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1649451
AUSTIN, TX
Position in AEIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,631,679
+$263,712 QoQ
Shares Held
4,376
+3.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#304
of 675 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $22,601,919 across 10 Electrical Equipment & Parts names. AEIS ranks #5 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
20,233 | $6,774,413 | |
| 2 | NVT |
nVent Electric plc
|
33,984 | $5,764,026 | |
| 3 | HUBB |
Hubbell Inc
|
5,352 | $2,800,166 | |
| 4 | POWL |
Powell Industries Inc
|
7,366 | $2,109,327 | |
| 5 | AEIS |
Advanced Energy Industries Inc
This page
|
4,376 | $1,631,679 | |
| 6 | ENS |
EnerSys
|
6,071 | $1,419,521 | |
| 7 | BE |
Bloom Energy Corp
|
4,107 | $1,243,188 | |
| 8 | SKYX |
SKYX Platforms Corp.
|
348,000 | $384,540 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,631,679 | 4,376 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,367,967 | 4,239 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||