Position in AYI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,687,952
+$11,765,223 QoQ
Shares Held
46,960
+122.2% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#74
of 637 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Creative Planning holds $218,477,874 across 19 Electrical Equipment & Parts names. AYI ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
203,031 | $61,457,483 | |
| 2 | VRT |
Vertiv Holdings Co
|
181,770 | $60,860,230 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
57,907 | $21,591,782 | |
| 4 | NVT |
nVent Electric plc
|
117,505 | $19,930,022 | |
| 5 | AYI |
Acuity Inc. (De)
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|
46,960 | $17,687,952 | |
| 6 | ENS |
EnerSys
|
39,868 | $9,321,935 | |
| 7 | HUBB |
Hubbell Inc
|
14,877 | $7,783,646 | |
| 8 | POWL |
Powell Industries Inc
|
17,012 | $4,871,555 |
All Filings in AYI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,687,952 | 46,960 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,922,729 | 21,136 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,318,319 | 11,994 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,599,110 | 7,547 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,408,462 | 4,721 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,198,242 | 4,550 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,354,021 | 4,635 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,049,510 | 3,811 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $908,779 | 3,764 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $995,106 | 3,703 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $732,266 | 3,575 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $520,807 | 3,058 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $702,548 | 4,308 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $841,471 | 4,605 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $713,282 | 4,307 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $667,830 | 4,241 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $646,505 | 4,197 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $986,063 | 5,209 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,036,157 | 4,894 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $594,832 | 3,431 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $604,293 | 3,231 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $528,825 | 3,205 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $388,093 | 3,205 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $275,321 | 2,690 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $244,902 | 2,558 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $226,827 | 2,648 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||