Oak Harvest Investment Services
Position in AEIS — Advanced Energy Industries Inc
CIK 1839430
HOUSTON, TX
Position in AEIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,610,090
New position
Shares Held
7,000
first reported quarter
Ownership
0.017%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#264
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Oak Harvest Investment Services holds $11,166,127 across 3 Electrical Equipment & Parts names. AEIS ranks #3 (23.4% of the industry book) .
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,610,090 | 7,000 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||