JONES FINANCIAL COMPANIES LLLP
Position in AEIS — Advanced Energy Industries Inc
CIK 815917
DES PERES, MO
Position in AEIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$12,803,519
+$12,718,934 QoQ
Shares Held
39,675
+9720.5% QoQ
Ownership
0.104%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026JONES FINANCIAL COMPANIES LLLP holds $106,542,060 across 28 Electrical Equipment & Parts names. AEIS ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
259,427 | $65,007,216 | |
| 2 | AEIS |
Advanced Energy Industries Inc
This page
|
39,675 | $12,803,519 | |
| 3 | NVT |
nVent Electric plc
|
79,763 | $9,434,367 | |
| 4 | BE |
Bloom Energy Corp
|
51,133 | $6,928,010 | |
| 5 | HUBB |
Hubbell Inc
|
11,999 | $5,888,388 | |
| 6 | POWL |
Powell Industries Inc
|
7,127 | $1,285,425 | |
| 7 | HAYW |
Hayward Holdings, Inc.
|
75,071 | $1,004,449 | |
| 8 | ENS |
EnerSys
|
5,449 | $946,600 |
All Filings in AEIS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $12,803,519 | 39,675 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,585 | 404 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,479 | 138 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,902 | 37 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,812 | 40 | Shares | Sole | 2025-05-28 | |
| 2024-09-30 | $1,999 | 19 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||