Basecamp Wealth Advisors LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2115254
BELLEVUE, WA
Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$82,777
+$11,136 QoQ
Shares Held
222
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#560
of 674 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, 2026Basecamp Wealth Advisors LLC holds $636,704 across 8 Electrical Equipment & Parts names. AEIS ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
1,025 | $310,267 | |
| 2 | VRT |
Vertiv Holdings Co
|
310 | $103,794 | |
| 3 | AEIS |
Advanced Energy Industries Inc
This page
|
222 | $82,777 | |
| 4 | NVT |
nVent Electric plc
|
371 | $62,925 | |
| 5 | HUBB |
Hubbell Inc
|
89 | $46,564 | |
| 6 | AYI |
Acuity Inc. (De)
|
65 | $24,482 | |
| 7 | PLUG |
Plug Power Inc
|
2,081 | $5,639 | |
| 8 | KE |
Kimball Electronics, Inc.
|
10 | $256 |
All Filings in AEIS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $82,777 | 222 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $71,641 | 222 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $39,989 | 191 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||