EverSource Wealth Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1710537
BIRMINGHAM, AL
Position in AEIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$98,433
+$22,854 QoQ
Shares Held
264
-26.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#560
of 677 holders
Holding Since
Jun 2022
16 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 Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,368,947 across 21 Electrical Equipment & Parts names. AEIS ranks #7 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
5,425 | $1,816,392 | |
| 2 | NVT |
nVent Electric plc
|
5,740 | $973,555 | |
| 3 | AYI |
Acuity Inc. (De)
|
1,178 | $443,700 | |
| 4 | BE |
Bloom Energy Corp
|
1,193 | $361,118 | |
| 5 | HUBB |
Hubbell Inc
|
497 | $260,027 | |
| 6 | ENS |
EnerSys
|
965 | $225,632 | |
| 7 | AEIS |
Advanced Energy Industries Inc
This page
|
264 | $98,433 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
4,663 | $80,713 |
All Filings in AEIS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,433 | 264 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $75,579 | 361 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $63,630 | 374 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $41,338 | 312 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $17,725 | 186 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,439 | 73 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $6,524 | 62 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $60,686 | 558 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,986 | 549 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $58,925 | 541 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $53,416 | 518 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $59,179 | 531 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $50,862 | 519 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $42,975 | 501 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $38,085 | 492 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $20,872 | 286 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||