Kestra Advisory Services, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1830819
AUSTIN, TX
Position in AEIS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,086,170
+$786,143 QoQ
Shares Held
2,913
+103.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#328
of 677 holders
Holding Since
Dec 2024
3 quarters on record
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Kestra Advisory Services, LLC holds $43,432,570 across 12 Electrical Equipment & Parts names. AEIS ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
87,566 | $29,318,848 | |
| 2 | BE |
Bloom Energy Corp
|
20,056 | $6,070,951 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
361,676 | $2,126,654 | |
| 4 | AYI |
Acuity Inc. (De)
|
4,094 | $1,542,046 | |
| 5 | NVT |
nVent Electric plc
|
8,536 | $1,447,790 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
2,913 | $1,086,170 | |
| 7 | HUBB |
Hubbell Inc
|
1,343 | $702,657 | |
| 8 | ENS |
EnerSys
|
1,757 | $410,821 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,086,170 | 2,913 | Shares | Sole | 2026-07-28 | |
| 2025-12-31 | $300,027 | 1,433 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $284,334 | 2,459 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||