LRI Investments, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2023325
PALM BEACH GARDENS, FL
Position in AEIS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,118
New position
Shares Held
3
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#668
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, 2026LRI Investments, LLC holds $487,648 across 12 Electrical Equipment & Parts names. AEIS ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
425 | $142,297 | |
| 2 | NVT |
nVent Electric plc
|
710 | $120,423 | |
| 3 | HUBB |
Hubbell Inc
|
178 | $93,129 | |
| 4 | BE |
Bloom Energy Corp
|
294 | $88,993 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
892 | $19,123 | |
| 6 | AYI |
Acuity Inc. (De)
|
27 | $10,169 | |
| 7 | POWL |
Powell Industries Inc
|
30 | $8,590 | |
| 8 | ATKR |
Atkore Inc.
|
35 | $2,661 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,118 | 3 | Shares | Sole | 2026-07-14 | |
| No filing history on record for this holder in this stock. | ||||||