Position in AEIS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$280,397
+$17,067 QoQ
Shares Held
752
-7.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#501
of 677 holders
Holding Since
Mar 2026
2 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, 2026Compound Planning, Inc. holds $5,065,520 across 7 Electrical Equipment & Parts names. AEIS ranks #6 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
6,396 | $2,141,508 | |
| 2 | BE |
Bloom Energy Corp
|
3,554 | $1,075,795 | |
| 3 | ELVA |
Electrovaya Inc.
|
58,337 | $612,538 | |
| 4 | AYI |
Acuity Inc. (De)
|
1,046 | $393,986 | |
| 5 | HUBB |
Hubbell Inc
|
606 | $317,058 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
752 | $280,397 | |
| 7 | NVT |
nVent Electric plc
|
1,440 | $244,238 |
All Filings in AEIS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,397 | 752 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $263,330 | 816 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||