Position in AEIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,116,893
+$1,556,758 QoQ
Shares Held
13,723
+24.4% QoQ
Ownership
0.034%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#203
of 677 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $372,745,023 across 20 Electrical Equipment & Parts names. AEIS ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
617,045 | $206,599,004 | |
| 2 | BE |
Bloom Energy Corp
|
269,603 | $81,608,827 | |
| 3 | EOSE |
Eos Energy Enterprises, Inc.
|
4,418,639 | $25,981,596 | |
| 4 | NVT |
nVent Electric plc
|
70,557 | $11,967,171 | |
| 5 | AMPX |
Amprius Technologies, Inc.
|
731,470 | $10,138,173 | |
| 6 | HUBB |
Hubbell Inc
|
16,689 | $8,731,684 | |
| 7 | PLUG |
Plug Power Inc
|
2,265,097 | $6,138,411 | |
| 8 | AEIS |
Advanced Energy Industries Inc
This page
|
13,723 | $5,116,893 |
All Filings in AEIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,116,893 | 13,723 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,560,135 | 11,032 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,679,837 | 22,352 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,432,914 | 20,177 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $981,559 | 7,408 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $762,001 | 7,995 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,276,090 | 11,036 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,131,539 | 10,752 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,158,292 | 10,650 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $882,737 | 8,656 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,202,258 | 11,038 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,074,200 | 10,417 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,426,894 | 12,803 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,259,300 | 12,850 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $865,176 | 10,086 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $696,070 | 8,992 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $617,921 | 8,467 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $933,278 | 10,842 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $767,088 | 8,424 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $777,552 | 8,861 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,694,593 | 15,035 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,662,111 | 15,225 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,399,373 | 14,431 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $714,494 | 11,352 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $989,598 | 14,598 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $854,344 | 17,619 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||