Position in AEIS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$186,434
+$42,830 QoQ
Shares Held
500
+12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#543
of 675 holders
Holding Since
Dec 2021
19 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, 2026UMB Bank, n.a. holds $3,255,711 across 13 Electrical Equipment & Parts names. AEIS ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HUBB |
Hubbell Inc
|
2,386 | $1,248,355 | |
| 2 | VRT |
Vertiv Holdings Co
|
1,353 | $453,011 | |
| 3 | NVT |
nVent Electric plc
|
2,384 | $404,350 | |
| 4 | BE |
Bloom Energy Corp
|
971 | $293,920 | |
| 5 | POWL |
Powell Industries Inc
|
972 | $278,341 | |
| 6 | AEIS |
Advanced Energy Industries Inc
This page
|
500 | $186,434 | |
| 7 | ENS |
EnerSys
|
725 | $169,519 | |
| 8 | AYI |
Acuity Inc. (De)
|
389 | $146,520 |
All Filings in AEIS
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,434 | 500 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $143,604 | 445 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $90,656 | 433 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $55,295 | 325 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $41,472 | 313 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $20,872 | 219 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $19,309 | 167 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $17,785 | 169 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $16,205 | 149 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $13,562 | 133 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $12,743 | 117 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $39,082 | 379 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $42,238 | 379 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $37,142 | 379 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $31,053 | 379 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $30,421 | 393 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $32,986 | 452 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $21,691 | 252 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $7,466 | 82 | Shares | Defined | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||