Cetera Investment Advisers
Position in AEIS — Advanced Energy Industries Inc
CIK 1666741
SCHAUMBURG, IL
Position in AEIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,483,836
-$133,977 QoQ
Shares Held
17,389
-15.2% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#181
of 677 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $197,245,823 across 19 Electrical Equipment & Parts names. AEIS ranks #5 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
304,191 | $101,849,230 | |
| 2 | BE |
Bloom Energy Corp
|
136,830 | $41,418,441 | |
| 3 | NVT |
nVent Electric plc
|
88,271 | $14,971,644 | |
| 4 | HUBB |
Hubbell Inc
|
13,911 | $7,278,235 | |
| 5 | AEIS |
Advanced Energy Industries Inc
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|
17,389 | $6,483,836 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
112,882 | $6,305,588 | |
| 7 | POWL |
Powell Industries Inc
|
18,507 | $5,299,664 | |
| 8 | ENS |
EnerSys
|
19,802 | $4,630,103 |
All Filings in AEIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,483,836 | 17,389 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,617,813 | 20,507 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,721,502 | 22,551 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,137,124 | 24,316 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $386,105 | 2,914 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $301,179 | 3,160 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $381,579 | 3,300 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $410,225 | 3,898 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $432,538 | 3,977 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $443,409 | 4,348 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||