Position in AEIS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$305,380
+$289,890 QoQ
Shares Held
819
+1606.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#486
of 674 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026ROTHSCHILD INVESTMENT LLC holds $7,379,009 across 21 Electrical Equipment & Parts names. AEIS ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVT |
nVent Electric plc
|
12,016 | $2,038,033 | |
| 2 | AYI |
Acuity Inc. (De)
|
4,946 | $1,862,960 | |
| 3 | VRT |
Vertiv Holdings Co
|
5,244 | $1,755,796 | |
| 4 | ENS |
EnerSys
|
2,721 | $636,224 | |
| 5 | ENVX |
Enovix Corp
|
74,055 | $449,513 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
819 | $305,380 | |
| 7 | BE |
Bloom Energy Corp
|
533 | $161,339 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
3,352 | $58,023 |
All Filings in AEIS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $305,380 | 819 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,490 | 48 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $8,165 | 39 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $5,954 | 35 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $5,962 | 45 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,718 | 60 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $7,515 | 65 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $4,209 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $1,631 | 15 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $509 | 5 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||