Position in AEIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$594,726
+$51,283 QoQ
Shares Held
1,595
-5.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#398
of 675 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Portside Wealth Group, LLC holds $3,022,512 across 4 Electrical Equipment & Parts names. AEIS ranks #3 (19.7% of the industry book) .
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,726 | 1,595 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $543,443 | 1,684 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $300,235 | 1,434 | Shares | Other | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||