Cornerstone Planning Group LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1822587
FAIRFIELD, NJ
Position in AEIS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$34,676
-$8,244 QoQ
Shares Held
93
-30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#590
of 680 holders
Holding Since
Mar 2025
6 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, 2026Cornerstone Planning Group LLC holds $167,207 across 9 Electrical Equipment & Parts names. AEIS ranks #3 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
386 | $65,469 | |
| 2 | VRT |
Vertiv Holdings Co
|
116 | $38,839 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
93 | $34,676 | |
| 4 | BE |
Bloom Energy Corp
|
61 | $18,464 | |
| 5 | HUBB |
Hubbell Inc
|
11 | $5,755 | |
| 6 | AYI |
Acuity Inc. (De)
|
9 | $3,389 | |
| 7 | PLUG |
Plug Power Inc
|
100 | $271 | |
| 8 | ENS |
EnerSys
|
1 | $233 |
All Filings in AEIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,676 | 93 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $42,920 | 133 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $25,961 | 124 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $88,302 | 519 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $397 | 3 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $285 | 3 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||