Position in AEIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,737,200
+$191,743 QoQ
Shares Held
4,659
-2.7% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#300
of 674 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Fiduciary Trust Co holds $7,077,637 across 6 Electrical Equipment & Parts names. AEIS ranks #3 (24.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
6,585 | $1,993,278 | |
| 2 | VRT |
Vertiv Holdings Co
|
5,334 | $1,785,929 | |
| 3 | AEIS |
Advanced Energy Industries Inc
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|
4,659 | $1,737,200 | |
| 4 | POWL |
Powell Industries Inc
|
2,017 | $577,588 | |
| 5 | NVT |
nVent Electric plc
|
3,162 | $536,306 | |
| 6 | HUBB |
Hubbell Inc
|
855 | $447,336 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,737,200 | 4,659 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,545,457 | 4,789 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,000,996 | 4,781 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $973,541 | 5,722 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $681,977 | 5,147 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,770 | 4,100 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $218,309 | 1,888 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||