BANK OF MONTREAL /CAN/
BankPosition in AEIS — Advanced Energy Industries Inc
CIK 927971
TORONTO, A6
Position in AEIS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,252,207
-$3,506,061 QoQ
Shares Held
11,404
-52.6% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#218
of 681 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026BANK OF MONTREAL /CAN/ holds $395,447,770 across 15 Electrical Equipment & Parts names. AEIS ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
584,347 | $195,651,058 | |
| 2 | BE |
Bloom Energy Corp
|
362,908 | $109,852,249 | |
| 3 | HUBB |
Hubbell Inc
|
68,634 | $35,909,306 | |
| 4 | NVT |
nVent Electric plc
|
137,611 | $23,340,198 | |
| 5 | FCEL |
Fuelcell Energy Inc
|
460,538 | $16,583,972 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
11,404 | $4,252,207 | |
| 7 | AYI |
Acuity Inc. (De)
|
7,244 | $2,728,523 | |
| 8 | PLUG |
Plug Power Inc
|
846,093 | $2,292,908 |
All Filings in AEIS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,252,207 | 11,404 | Shares | Defined | 2026-08-12 | |
| 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. | ||||||