Position in AYI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$610,565
+$298,120 QoQ
Shares Held
1,621
+45.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#351
of 632 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $29,651,231 across 8 Electrical Equipment & Parts names. AYI ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
68,995 | $23,100,905 | |
| 2 | NVT |
nVent Electric plc
|
15,224 | $2,582,142 | |
| 3 | POWL |
Powell Industries Inc
|
4,245 | $1,215,598 | |
| 4 | BE |
Bloom Energy Corp
|
3,468 | $1,049,763 | |
| 5 | ENS |
EnerSys
|
3,099 | $724,608 | |
| 6 | AYI |
Acuity Inc. (De)
This page
|
1,621 | $610,565 | |
| 7 | ATKR |
Atkore Inc.
|
4,108 | $312,372 | |
| 8 | PLUG |
Plug Power Inc
|
20,398 | $55,278 |
All Filings in AYI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,565 | 1,621 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $312,445 | 1,115 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $659,953 | 1,833 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $269,997 | 905 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $255,449 | 970 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $278,984 | 955 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $278,694 | 1,012 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||