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Equibles

Pathstone Holdings, LLC

Position in AEIS — Advanced Energy Industries Inc

CIK 2011612 ENGLEWOOD, NJ
Back to AEIS Full portfolio

Position in AEIS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,327,230
+$723,695 QoQ
Shares Held
16,969
-2.3% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#187
of 681 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 54% Shared 0% None 46%

Common Shares in AEIS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Pathstone Holdings, LLC holds $57,546,935 across 14 Electrical Equipment & Parts names. AEIS ranks #3 (11.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VRT
Vertiv Holdings Co
 51,081 $17,102,939
2 BE
Bloom Energy Corp
 36,333 $10,997,998
3 AEIS
Advanced Energy Industries Inc
This page 		16,969 $6,327,230
4 HUBB
Hubbell Inc
 9,912 $5,185,958
5 NVT
nVent Electric plc
 26,941 $4,569,461
6 AYI
Acuity Inc. (De)
 10,378 $3,908,977
7 FPS
Forgent Power Solutions, Inc.
 57,482 $3,210,944
8 POWL
Powell Industries Inc
 9,935 $2,844,986

All Filings in AEIS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,327,230 16,969
2026-03-31 $5,603,535 17,364
2025-12-31 $3,936,992 18,804
2025-09-30 $3,123,940 18,361
2025-06-30 $2,380,494 17,966
2025-03-31 $1,744,743 18,306
2024-12-31 $2,187,487 18,918
2024-09-30 $2,141,422 20,348
2024-06-30 $2,210,002 20,320
2024-03-31 $2,041,741 20,021
2023-12-31 $1,730,084 15,884