OneDigital Investment Advisors LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1690370
OVERLAND PARK, KS
Position in AEIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$519,035
-$1,496 QoQ
Shares Held
1,392
-13.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#417
of 677 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $24,694,680 across 12 Electrical Equipment & Parts names. AEIS ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
47,672 | $15,961,539 | |
| 2 | BE |
Bloom Energy Corp
|
9,261 | $2,803,304 | |
| 3 | HUBB |
Hubbell Inc
|
3,625 | $1,896,600 | |
| 4 | POWL |
Powell Industries Inc
|
4,072 | $1,166,057 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
37,493 | $803,849 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
1,392 | $519,035 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
8,000 | $446,880 | |
| 8 | NVT |
nVent Electric plc
|
1,891 | $320,732 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519,035 | 1,392 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $520,531 | 1,613 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $454,542 | 2,171 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $479,284 | 2,817 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $254,797 | 1,923 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||