Position in AEIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$287,855
-$188,235 QoQ
Shares Held
772
-82.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#496
of 677 holders
Holding Since
Mar 2021
2 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, 2026NewEdge Wealth, LLC holds $13,670,663 across 8 Electrical Equipment & Parts names. AEIS ranks #7 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,647 | $3,899,648 | |
| 2 | AYI |
Acuity Inc. (De)
|
8,797 | $3,313,478 | |
| 3 | ENS |
EnerSys
|
12,593 | $2,944,495 | |
| 4 | BE |
Bloom Energy Corp
|
5,575 | $1,687,552 | |
| 5 | HUBB |
Hubbell Inc
|
1,424 | $745,036 | |
| 6 | NVT |
nVent Electric plc
|
4,091 | $693,874 | |
| 7 | AEIS |
Advanced Energy Industries Inc
This page
|
772 | $287,855 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
16,790 | $98,725 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,855 | 772 | Shares | Sole | 2026-08-10 | |
| 2021-03-31 | $476,090 | 4,361 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||