Counterpoint Mutual Funds LLC
Mutual FundPosition in AEIS — Advanced Energy Industries Inc
CIK 1698461
San Diego, CA
Position in AEIS
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$567,969
+$462,374 QoQ
Shares Held
1,760
+43.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
3 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 Mar 31, 2026Counterpoint Mutual Funds LLC holds $6,844,744 across 6 Electrical Equipment & Parts names. AEIS ranks #2 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TE |
T1 Energy Inc.
|
1,031,648 | $4,528,934 | |
| 2 | AEIS |
Advanced Energy Industries Inc
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|
1,760 | $567,969 | |
| 3 | BLDP |
Ballard Power Systems Inc.
|
226,531 | $548,205 | |
| 4 | AMPX |
Amprius Technologies, Inc.
|
32,490 | $547,781 | |
| 5 | ENS |
EnerSys
|
1,919 | $333,368 | |
| 6 | VRT |
Vertiv Holdings Co
|
1,271 | $318,487 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $567,969 | 1,760 | Shares | Sole | 2026-04-27 | |
| 2022-12-31 | $105,595 | 1,231 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $105,122 | 1,358 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||