Twelve Points Wealth Management LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 1877090 CONCORD, MA

Position in AEIS

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$342,667

+$23,507 QoQ

Shares Held

919

-7.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#470

of 677 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Industrials · as of Jun 30, 2026

Twelve Points Wealth Management LLC holds $3,238,439 across 3 Electrical Equipment & Parts names. AEIS ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATKR	Atkore Inc.	23,955	$1,821,538
2	AYI	Acuity Inc. (De)	2,852	$1,074,234
3	AEIS	Advanced Energy Industries Inc This page	919	$342,667

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,667	919	-7.1%	Shares	Sole	2026-08-07
2026-03-31	$319,160	989	-4.4%	Shares	Sole	2026-04-14
2025-12-31	$216,488	1,034	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.