Position in AEIS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$656,251
+$75,696 QoQ
Shares Held
1,760
-2.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#389
of 677 holders
Holding Since
Jun 2025
5 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, 2026Savvy Advisors, Inc. holds $3,321,950 across 6 Electrical Equipment & Parts names. AEIS ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
4,015 | $1,344,302 | |
| 2 | AEIS |
Advanced Energy Industries Inc
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|
1,760 | $656,251 | |
| 3 | POWL |
Powell Industries Inc
|
1,618 | $463,330 | |
| 4 | NVT |
nVent Electric plc
|
2,116 | $358,894 | |
| 5 | BE |
Bloom Energy Corp
|
1,007 | $304,818 | |
| 6 | ENVX |
Enovix Corp
|
32,019 | $194,355 |
All Filings in AEIS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,251 | 1,760 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $580,555 | 1,799 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $358,441 | 1,712 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $289,918 | 1,704 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $202,857 | 1,531 | Shares | Sole | 2025-08-04 | |
| No filing history on record for this holder in this stock. | ||||||