Position in AEIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$376,597
+$157,478 QoQ
Shares Held
1,010
+48.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#460
of 677 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Lido Advisors, LLC holds $38,904,668 across 8 Electrical Equipment & Parts names. AEIS ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
149,128 | $25,293,600 | |
| 2 | VRT |
Vertiv Holdings Co
|
21,677 | $7,257,892 | |
| 3 | BE |
Bloom Energy Corp
|
10,518 | $3,183,798 | |
| 4 | EOSE |
Eos Energy Enterprises, Inc.
|
217,121 | $1,276,671 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,837 | $691,924 | |
| 6 | HUBB |
Hubbell Inc
|
907 | $474,541 | |
| 7 | AEIS |
Advanced Energy Industries Inc
This page
|
1,010 | $376,597 | |
| 8 | POWL |
Powell Industries Inc
|
1,221 | $349,645 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,597 | 1,010 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $219,119 | 679 | Shares | Defined | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||