Position in AEIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$284,499
+$77,320 QoQ
Shares Held
763
+18.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#500
of 679 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Arkadios Wealth Advisors holds $10,195,071 across 7 Electrical Equipment & Parts names. AEIS ranks #4 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
21,795 | $7,297,401 | |
| 2 | BE |
Bloom Energy Corp
|
5,439 | $1,646,385 | |
| 3 | ENS |
EnerSys
|
1,259 | $294,378 | |
| 4 | AEIS |
Advanced Energy Industries Inc
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|
763 | $284,499 | |
| 5 | ATKR |
Atkore Inc.
|
3,487 | $265,151 | |
| 6 | NVT |
nVent Electric plc
|
1,502 | $254,753 | |
| 7 | PLUG |
Plug Power Inc
|
56,275 | $152,504 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,499 | 763 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $207,179 | 642 | Shares | Sole | 2026-05-18 | |
| 2021-09-30 | $54,668 | 623 | Shares | Sole | 2021-10-19 | |
| No filing history on record for this holder in this stock. | ||||||