Covestor Ltd

Position in AEIS — Advanced Energy Industries Inc

CIK 1909846 LONDON, X0

Position in AEIS

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

Position Value

$8,948

-$6,864 QoQ

Shares Held

-51.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#624

of 677 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Covestor Ltd holds $697,873 across 19 Electrical Equipment & Parts names. AEIS ranks #12 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BE	Bloom Energy Corp	533	$161,339
2	VRT	Vertiv Holdings Co	321	$107,477
3	POWL	Powell Industries Inc	367	$105,094
4	NVT	nVent Electric plc	568	$96,338
5	AYI	Acuity Inc. (De)	221	$83,241
6	ATKR	Atkore Inc.	511	$38,856
7	HUBB	Hubbell Inc	60	$31,392
8	ENS	EnerSys	92	$21,511

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,948	24	-51.0%	Shares	Sole	2026-08-07
2026-03-31	$15,812	49	-43.0%	Shares	Sole	2026-05-05
2025-12-31	$18,005	86	0.0%	Shares	Sole	2026-02-06
2025-09-30	$14,632	86	+8500.0%	Shares	Sole	2025-10-30
2025-06-30	$132	1	-50.0%	Shares	Sole	2025-08-11
2025-03-31	$190	2	0.0%	Shares	Sole	2025-05-12
2024-12-31	$231	2	+100.0%	Shares	Sole	2025-02-13
2024-09-30	$105	1	-50.0%	Shares	Sole	2024-11-01
2024-06-30	$217	2	0.0%	Shares	Sole	2024-08-09
2024-03-31	$203	2	-99.5%	Shares	Sole	2024-05-10
2023-12-31	$41,934	385	-39.7%	Shares	Sole	2024-02-09
2023-09-30	$65,893	639	-26.5%	Shares	Sole	2023-11-13
2023-06-30	$96,850	869	+41.3%	Shares	Sole	2023-08-11
2023-03-31	$60,270	615	+10150.0%	Shares	Sole	2023-05-15
2022-12-31	$1	6	-98.1%	Shares	Sole	2023-02-14
2022-09-30	$25,080	324	+172.3%	Shares	Sole	2022-11-14
2022-06-30	$8,684	119	-4.8%	Shares	Sole	2022-08-10
2022-03-31	$10,760	125	-70.1%	Shares	Sole	2022-05-13
2021-12-31	$38,063	418	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.