BANK OF MONTREAL /CAN/
BankPosition in AEIS — Advanced Energy Industries Inc
CIK 927971
TORONTO, A6
Position in AEIS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,758,268
-$8,312,133 QoQ
Shares Held
24,041
-68.7% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76.3903331808161.ToString("F0")%
Shared 0.ToString("F0")%
None 23.609666819183893.ToString("F0")%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $291,829,992 across 14 Electrical Equipment & Parts names. AEIS ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
497,820 | $124,743,732 | |
| 2 | BE |
Bloom Energy Corp
|
877,880 | $118,943,959 | |
| 3 | HUBB |
Hubbell Inc
|
57,414 | $28,175,342 | |
| 4 | AEIS |
Advanced Energy Industries Inc
This page
|
24,041 | $7,758,268 | |
| 5 | NVT |
nVent Electric plc
|
36,405 | $4,305,981 | |
| 6 | FCEL |
Fuelcell Energy Inc
|
459,299 | $2,999,221 | |
| 7 | AYI |
Acuity Inc. (De)
|
6,915 | $1,937,720 | |
| 8 | PLUG |
Plug Power Inc
|
560,786 | $1,267,373 |
All Filings in AEIS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,758,268 | 24,041 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $16,070,401 | 76,756 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $18,740,408 | 110,147 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $16,714,609 | 126,148 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $12,579,201 | 131,982 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,832,520 | 136,924 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,714,129 | 139,815 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $15,090,230 | 138,748 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,232,327 | 139,560 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $14,920,403 | 136,985 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $2,910,767 | 28,227 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,287,691 | 11,554 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $1,290,464 | 13,168 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $1,026,957 | 11,972 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $936,969 | 12,104 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $873,423 | 11,968 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,570,012 | 18,239 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $1,648,457 | 18,103 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,309,487 | 60,507 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $6,471,130 | 57,414 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $6,055,657 | 55,470 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,805,882 | 59,873 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $3,188,979 | 50,667 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $3,544,534 | 52,287 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $330,409 | 6,814 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||