Callan Family Office, LLC

Family Office

Position in AEIS — Advanced Energy Industries Inc

CIK 1938970 RADNOR, PA

Position in AEIS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$911,667

+$103,279 QoQ

Shares Held

2,445

-2.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#349

of 677 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Callan Family Office, LLC holds $9,996,667 across 6 Electrical Equipment & Parts names. AEIS ranks #4 (9.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VRT	Vertiv Holdings Co	18,320	$6,133,902
2	BE	Bloom Energy Corp	4,055	$1,227,448
3	HUBB	Hubbell Inc	1,994	$1,043,260
4	AEIS	Advanced Energy Industries Inc This page	2,445	$911,667
5	NVT	nVent Electric plc	3,500	$593,635
6	PLUG	Plug Power Inc	32,013	$86,755

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$911,667	2,445	-2.4%	Shares	Sole	2026-08-11
2026-03-31	$808,388	2,505	-10.5%	Shares	Sole	2026-05-13
2025-12-31	$585,817	2,798	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.