Jefferies Financial Group Inc.

Position in AEIS — Advanced Energy Industries Inc

CIK 96223 NEW YORK, NY

Position in AEIS

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$3,560,908

+$301,215 QoQ

Shares Held

9,550

-5.5% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#233

of 677 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Jefferies Financial Group Inc. holds $14,446,252 across 9 Electrical Equipment & Parts names. AEIS ranks #1 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEIS	Advanced Energy Industries Inc This page	9,550	$3,560,908
2	BE	Bloom Energy Corp	10,278	$3,111,150
3	VRT	Vertiv Holdings Co	8,505	$2,847,644
4	HUBB	Hubbell Inc	3,019	$1,579,540
5	ENS	EnerSys	5,800	$1,356,156
6	ATKR	Atkore Inc.	13,400	$1,018,936
7	POWL	Powell Industries Inc	2,166	$620,255
8	EOSE	Eos Energy Enterprises, Inc.	42,673	$250,917

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,560,908	9,550	-5.5%	Shares	Defined	2026-08-17
2026-03-31	$3,259,693	10,101	+32.0%	Shares	Defined	2026-05-08
2025-12-31	$1,601,680	7,650	+282.7%	Shares	Defined	2026-02-09
2025-06-30	$264,867	1,999	-63.5%	Shares	Defined	2025-08-12
2025-03-31	$522,108	5,478	+112.4%	Shares	Defined	2025-05-08
2024-09-30	$271,413	2,579	-66.1%	Shares	Defined	2024-11-14
2024-03-31	$775,965	7,609	-3.7%	Shares	Defined	2024-05-13
2023-12-31	$860,468	7,900	-43.2%	Shares	Defined	2024-05-06
2023-09-30	$1,433,368	13,900	-39.7%	Shares	Defined	2023-11-14
2023-03-31	$2,257,920	23,040	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.