Position in AEIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$24,982
+$23,046 QoQ
Shares Held
67
+1016.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#94
of 124 holders
Holding Since
Sep 2020
5 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, 2026Bogart Wealth, LLC holds $277,569 across 11 Electrical Equipment & Parts names. AEIS ranks #4 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
216 | $113,011 | |
| 2 | VRT |
Vertiv Holdings Co
|
286 | $95,758 | |
| 3 | BE |
Bloom Energy Corp
|
132 | $39,956 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
67 | $24,982 | |
| 5 | NVT |
nVent Electric plc
|
8 | $1,356 | |
| 6 | ATKR |
Atkore Inc.
|
9 | $684 | |
| 7 | PLUG |
Plug Power Inc
|
245 | $663 | |
| 8 | TGEN |
Tecogen Inc.
|
118 | $615 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,982 | 67 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,936 | 6 | Shares | Sole | 2026-04-28 | |
| 2021-03-31 | $2,183 | 20 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $1,939 | 20 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,258 | 20 | Shares | Sole | 2020-10-06 | |
| No filing history on record for this holder in this stock. | ||||||