Vestmark Advisory Solutions, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 1736982
Wakefield, MA
Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,614,937
+$399,211 QoQ
Shares Held
7,013
+2.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#263
of 677 holders
Holding Since
Mar 2021
4 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $13,837,447 across 10 Electrical Equipment & Parts names. AEIS ranks #3 (18.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
12,989 | $3,931,768 | |
| 2 | AYI |
Acuity Inc. (De)
|
7,230 | $2,723,251 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
7,013 | $2,614,937 | |
| 4 | VRT |
Vertiv Holdings Co
|
3,847 | $1,288,051 | |
| 5 | EOSE |
Eos Energy Enterprises, Inc.
|
134,743 | $792,288 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
13,708 | $765,728 | |
| 7 | HUBB |
Hubbell Inc
|
1,154 | $603,772 | |
| 8 | NVT |
nVent Electric plc
|
3,505 | $594,482 |
All Filings in AEIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,614,937 | 7,013 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,215,726 | 6,866 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $1,032,194 | 4,930 | Shares | Other | 2026-02-06 | |
| 2021-03-31 | $476,090 | 4,361 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||