Position in AEIS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,088,034
+$127,972 QoQ
Shares Held
2,918
-1.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#327
of 677 holders
Holding Since
Mar 2021
7 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, 2026BURNEY CO/ holds $3,786,643 across 6 Electrical Equipment & Parts names. AEIS ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
2,918 | $1,088,034 | |
| 2 | NVT |
nVent Electric plc
|
4,006 | $679,457 | |
| 3 | ENR |
Energizer Holdings, Inc.
|
30,441 | $652,655 | |
| 4 | HUBB |
Hubbell Inc
|
1,181 | $617,899 | |
| 5 | AYI |
Acuity Inc. (De)
|
1,271 | $478,734 | |
| 6 | VRT |
Vertiv Holdings Co
|
806 | $269,864 |
All Filings in AEIS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,088,034 | 2,918 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $960,062 | 2,975 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $622,875 | 2,975 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $784,345 | 4,610 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $637,325 | 4,810 | Shares | Sole | 2025-08-05 | |
| 2021-06-30 | $468,310 | 4,155 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $461,789 | 4,230 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||