Cape Investment Advisory, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 1944437
MCDONOUGH, GA
Position in AEIS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,863
New position
Shares Held
5
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#663
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $905,389 across 7 Electrical Equipment & Parts names. AEIS ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
4,089 | $693,535 | |
| 2 | VRT |
Vertiv Holdings Co
|
396 | $132,588 | |
| 3 | BE |
Bloom Energy Corp
|
180 | $54,485 | |
| 4 | TE |
T1 Energy Inc.
|
1,750 | $16,590 | |
| 5 | HUBB |
Hubbell Inc
|
11 | $5,754 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
5 | $1,863 | |
| 7 | PLUG |
Plug Power Inc
|
212 | $574 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,863 | 5 | Shares | Defined | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||