Physician Wealth Advisors, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 1795173
MIDVALE, UT
Position in AEIS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$4,101
-$739 QoQ
Shares Held
11
-26.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 677 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $447,678 across 12 Electrical Equipment & Parts names. AEIS ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
950 | $287,565 | |
| 2 | VRT |
Vertiv Holdings Co
|
373 | $124,887 | |
| 3 | NVT |
nVent Electric plc
|
52 | $8,819 | |
| 4 | TE |
T1 Energy Inc.
|
917 | $8,693 | |
| 5 | HUBB |
Hubbell Inc
|
9 | $4,708 | |
| 6 | AYI |
Acuity Inc. (De)
|
11 | $4,143 | |
| 7 | AEIS |
Advanced Energy Industries Inc
This page
|
11 | $4,101 | |
| 8 | ENS |
EnerSys
|
7 | $1,636 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,101 | 11 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,840 | 15 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,512 | 12 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,020 | 6 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $795 | 6 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $762 | 8 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,503 | 13 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||