BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2010186
CINCINNATI, OH
Position in AEIS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$182,706
New position
Shares Held
490
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#546
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $3,059,297 across 7 Electrical Equipment & Parts names. AEIS ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
2,576 | $1,347,763 | |
| 2 | BE |
Bloom Energy Corp
|
4,252 | $1,287,080 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
490 | $182,706 | |
| 4 | NVT |
nVent Electric plc
|
615 | $104,310 | |
| 5 | VRT |
Vertiv Holdings Co
|
257 | $86,048 | |
| 6 | KE |
Kimball Electronics, Inc.
|
2,000 | $51,200 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
11 | $190 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $182,706 | 490 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||