Beacon Pointe Advisors, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1744317
NEWPORT BEACH, CA
Position in AEIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$205,566
New position
Shares Held
637
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Beacon Pointe Advisors, LLC holds $15,080,714 across 7 Electrical Equipment & Parts names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
13,864 | $4,641,944 | |
| 2 | POWL |
Powell Industries Inc
|
15,379 | $4,403,930 | |
| 3 | HUBB |
Hubbell Inc
|
4,647 | $2,431,310 | |
| 4 | BE |
Bloom Energy Corp
|
6,202 | $1,877,345 | |
| 5 | EOSE |
Eos Energy Enterprises, Inc.
|
200,793 | $1,180,662 | |
| 6 | ENVX |
Enovix Corp
|
47,791 | $290,091 | |
| 7 | NVT |
nVent Electric plc
|
1,506 | $255,432 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,566 | 637 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||