Envestnet Portfolio Solutions, Inc.

Position in AEIS — Advanced Energy Industries Inc

CIK 1998033 BERWYN, PA

Position in AEIS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$507,848

-$2,679 QoQ

Shares Held

1,362

-13.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#420

of 677 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $15,681,691 across 7 Electrical Equipment & Parts names. AEIS ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HUBB	Hubbell Inc	13,919	$7,282,420
2	VRT	Vertiv Holdings Co	9,295	$3,112,151
3	NVT	nVent Electric plc	18,107	$3,071,128
4	AYI	Acuity Inc. (De)	1,732	$652,375
5	BE	Bloom Energy Corp	2,048	$619,929
6	AEIS	Advanced Energy Industries Inc This page	1,362	$507,848
7	ENS	EnerSys	1,864	$435,840

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,848	1,362	-13.9%	Shares	Sole	2026-07-20
2026-03-31	$510,527	1,582	-81.5%	Shares	Sole	2026-04-29
2025-12-31	$1,794,510	8,571	+9.2%	Shares	Sole	2026-02-06
2025-09-30	$1,335,258	7,848	-7.2%	Shares	Sole	2025-10-30
2025-06-30	$1,120,287	8,455	+65.7%	Shares	Sole	2025-07-25
2025-03-31	$486,366	5,103	-24.5%	Shares	Sole	2025-04-21
2024-12-31	$781,311	6,757	-1.1%	Shares	Sole	2025-02-10
2024-09-30	$718,683	6,829	+8.3%	Shares	Sole	2024-10-31
2024-06-30	$685,731	6,305	+16.4%	Shares	Sole	2024-07-16
2024-03-31	$552,221	5,415	+1.5%	Shares	Sole	2024-05-06
2023-12-31	$581,197	5,336	-4.4%	Shares	Sole	2024-02-07
2023-09-30	$575,615	5,582	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.