CVA Family Office, LLC
Family OfficePosition in AEIS — Advanced Energy Industries Inc
CIK 1802084
DENVER, CO
Position in AEIS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,762
+$2,982 QoQ
Shares Held
53
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#605
of 677 holders
Holding Since
Jun 2025
5 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, 2026CVA Family Office, LLC holds $319,774 across 12 Electrical Equipment & Parts names. AEIS ranks #6 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
409 | $136,941 | |
| 2 | HUBB |
Hubbell Inc
|
89 | $46,564 | |
| 3 | NVT |
nVent Electric plc
|
210 | $35,618 | |
| 4 | AYI |
Acuity Inc. (De)
|
60 | $22,599 | |
| 5 | BE |
Bloom Energy Corp
|
72 | $21,794 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
53 | $19,762 | |
| 7 | ENS |
EnerSys
|
70 | $16,367 | |
| 8 | POWL |
Powell Industries Inc
|
36 | $10,308 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,762 | 53 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $16,780 | 52 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,256 | 6 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,020 | 6 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $795 | 6 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||