Curated Wealth Partners LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1781284 EL SEGUNDO, CA

Position in AEIS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$126,775,800

New position

Shares Held

340,000

first reported quarter

Ownership

0.894%

of shares outstanding

% of Portfolio

0.38%

of 13F equity value

Holder Rank

#1

of 158 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 32% Shared 0% None 68%

Industrials · as of Jun 30, 2026

Curated Wealth Partners LLC holds $159,893,017 across 4 Electrical Equipment & Parts names. AEIS ranks #1 (79.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEIS	Advanced Energy Industries Inc This page	340,000	$126,775,800
2	PLPC	Preformed Line Products Co	40,226	$16,515,186
3	AYI	Acuity Inc. (De)	26,036	$9,806,719
4	BE	Bloom Energy Corp	22,449	$6,795,312

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,775,800	340,000	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.