Steward Partners Investment Advisory, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1723397
STAMFORD, CT
Position in AEIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$556,694
+$191,709 QoQ
Shares Held
1,493
+32.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#410
of 681 holders
Holding Since
Mar 2020
26 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, 2026Steward Partners Investment Advisory, LLC holds $33,908,392 across 20 Electrical Equipment & Parts names. AEIS ranks #5 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
79,151 | $26,501,337 | |
| 2 | BE |
Bloom Energy Corp
|
7,094 | $2,147,353 | |
| 3 | HUBB |
Hubbell Inc
|
3,203 | $1,675,809 | |
| 4 | NVT |
nVent Electric plc
|
9,224 | $1,564,482 | |
| 5 | AEIS |
Advanced Energy Industries Inc
This page
|
1,493 | $556,694 | |
| 6 | POWL |
Powell Industries Inc
|
1,930 | $552,674 | |
| 7 | ENS |
EnerSys
|
1,356 | $317,059 | |
| 8 | AYI |
Acuity Inc. (De)
|
709 | $267,051 |
All Filings in AEIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,694 | 1,493 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $364,985 | 1,131 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $233,447 | 1,115 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $196,511 | 1,155 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $150,785 | 1,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $110,464 | 1,159 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $141,646 | 1,225 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $128,813 | 1,224 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $206,317 | 1,897 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $251,482 | 2,466 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $220,454 | 2,024 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $205,724 | 1,995 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $212,200 | 1,904 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $186,984 | 1,908 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $176,621 | 2,059 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $171,772 | 2,219 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $164,715 | 2,257 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $194,282 | 2,257 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $179,206 | 1,968 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $164,443 | 1,874 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $191,719 | 1,701 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $60,916 | 558 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $54,109 | 558 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $35,120 | 558 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $37,826 | 558 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $27,057 | 558 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||