ACTION POINT FINANCIAL PLANNING, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 2116119
GRAND RAPIDS, MI
Position in AEIS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$24,605
New position
Shares Held
66
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#597
of 677 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $291,533 across 13 Electrical Equipment & Parts names. AEIS ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
383 | $128,230 | |
| 2 | HUBB |
Hubbell Inc
|
70 | $36,619 | |
| 3 | BE |
Bloom Energy Corp
|
99 | $29,963 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
66 | $24,605 | |
| 5 | NVT |
nVent Electric plc
|
133 | $22,555 | |
| 6 | PLUG |
Plug Power Inc
|
4,908 | $13,297 | |
| 7 | ENS |
EnerSys
|
43 | $10,051 | |
| 8 | AYI |
Acuity Inc. (De)
|
26 | $9,790 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,605 | 66 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||