INDEPENDENT FINANCIAL GROUP, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 275484
SAN DIEGO, CA
Position in AEIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$694,149
New position
Shares Held
2,151
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $21,526,301 across 8 Electrical Equipment & Parts names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
39,965 | $12,097,405 | |
| 2 | VRT |
Vertiv Holdings Co
|
17,462 | $5,846,626 | |
| 3 | POWL |
Powell Industries Inc
|
5,707 | $1,634,256 | |
| 4 | NVT |
nVent Electric plc
|
6,381 | $1,082,281 | |
| 5 | ENR |
Energizer Holdings, Inc.
|
28,000 | $600,320 | |
| 6 | EOSE |
Eos Energy Enterprises, Inc.
|
22,841 | $134,305 | |
| 7 | PLUG |
Plug Power Inc
|
26,783 | $72,581 | |
| 8 | NEOV |
NeoVolta Inc.
|
18,580 | $58,527 |
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $694,149 | 2,151 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||