Godfrey Financial Associates, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 2097943
GLENMONT, NY
Position in AEIS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$167,791
+$22,572 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#548
of 677 holders
Holding Since
Dec 2025
3 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, 2026Godfrey Financial Associates, Inc. holds $177,594 across 7 Electrical Equipment & Parts names. AEIS ranks #1 (94.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
450 | $167,791 | |
| 2 | PLUG |
Plug Power Inc
|
1,500 | $4,065 | |
| 3 | BE |
Bloom Energy Corp
|
9 | $2,724 | |
| 4 | NVT |
nVent Electric plc
|
10 | $1,696 | |
| 5 | ENS |
EnerSys
|
5 | $1,169 | |
| 6 | ENR |
Energizer Holdings, Inc.
|
4 | $85 | |
| 7 | EOSE |
Eos Energy Enterprises, Inc.
|
11 | $64 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,791 | 450 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $145,219 | 450 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,216 | 450 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||