Bell Investment Advisors, Inc

Position in AEIS — Advanced Energy Industries Inc

CIK 1890149 ORINDA, CA

Position in AEIS

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

Position Value

$21,253

+$2,859 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#597

of 674 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $295,761 across 13 Electrical Equipment & Parts names. AEIS ranks #4 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	516	$172,767
2	NVT	nVent Electric plc	207	$35,109
3	BE	Bloom Energy Corp	93	$28,151
4	AEIS	Advanced Energy Industries Inc This page	57	$21,253
5	AYI	Acuity Inc. (De)	40	$15,066
6	HUBB	Hubbell Inc	28	$14,649
7	HAYW	Hayward Holdings, Inc.	182	$3,150
8	ATKR	Atkore Inc.	18	$1,368

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,253	57	0.0%	Shares	Sole	2026-08-07
2026-03-31	$18,394	57	+7.5%	Shares	Sole	2026-04-17
2025-12-31	$11,096	53	+178.9%	Shares	Sole	2026-02-24
2025-09-30	$3,232	19	-68.9%	Shares	Sole	2025-11-21
2025-06-30	$8,082	61	+24.5%	Shares	Sole	2025-08-11
2025-03-31	$4,670	49	+36.1%	Shares	Sole	2025-05-16
2024-12-31	$4,162	36	0.0%	Shares	Sole	2025-02-07
2024-09-30	$3,788	36	0.0%	Shares	Sole	2024-11-13
2024-06-30	$3,915	36	+176.9%	Shares	Sole	2024-08-08
2024-03-31	$1,325	13	0.0%	Shares	Sole	2024-05-08
2023-12-31	$1,415	13	-31.6%	Shares	Sole	2024-02-14
2023-09-30	$1,959	19	-38.7%	Shares	Sole	2023-11-08
2023-06-30	$3,454	31	+55.0%	Shares	Sole	2023-08-09
2023-03-31	$1,960	20	+42.9%	Shares	Sole	2023-05-10
2022-12-31	$1,200	14	-65.0%	Shares	Sole	2023-02-09
2022-09-30	$3,096	40	+48.1%	Shares	Sole	2022-11-09
2022-06-30	$1,970	27	+350.0%	Shares	Sole	2022-08-12
2021-12-31	$546	6	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.