Position in AYI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$443,700
+$164,608 QoQ
Shares Held
1,178
+18.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#390
of 635 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,368,947 across 21 Electrical Equipment & Parts names. AYI ranks #3 (10.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
5,425 | $1,816,392 | |
| 2 | NVT |
nVent Electric plc
|
5,740 | $973,555 | |
| 3 | AYI |
Acuity Inc. (De)
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|
1,178 | $443,700 | |
| 4 | BE |
Bloom Energy Corp
|
1,193 | $361,118 | |
| 5 | HUBB |
Hubbell Inc
|
497 | $260,027 | |
| 6 | ENS |
EnerSys
|
965 | $225,632 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
264 | $98,433 | |
| 8 | HAYW |
Hayward Holdings, Inc.
|
4,663 | $80,713 |
All Filings in AYI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,700 | 1,178 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $279,092 | 996 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $339,514 | 943 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $327,169 | 950 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,765 | 864 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $198,037 | 752 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $260,285 | 891 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $210,120 | 763 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $8,449 | 35 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $28,215 | 105 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $21,301 | 104 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $18,221 | 107 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $17,448 | 107 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $19,551 | 107 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,718 | 107 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,668 | 36 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||