Position in AYI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,313,478
+$1,385,565 QoQ
Shares Held
8,797
+27.9% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#187
of 632 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in AYI Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026NewEdge Wealth, LLC holds $13,670,663 across 8 Electrical Equipment & Parts names. AYI ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
11,647 | $3,899,648 | |
| 2 | AYI |
Acuity Inc. (De)
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|
8,797 | $3,313,478 | |
| 3 | ENS |
EnerSys
|
12,593 | $2,944,495 | |
| 4 | BE |
Bloom Energy Corp
|
5,575 | $1,687,552 | |
| 5 | HUBB |
Hubbell Inc
|
1,424 | $745,036 | |
| 6 | NVT |
nVent Electric plc
|
4,091 | $693,874 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
772 | $287,855 | |
| 8 | EOSE |
Eos Energy Enterprises, Inc.
|
16,790 | $98,725 |
All Filings in AYI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,313,478 | 8,797 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,927,913 | 6,880 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,650,423 | 4,584 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,376,526 | 3,997 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,009,582 | 3,384 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $958,857 | 3,641 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $942,411 | 3,226 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $454,393 | 1,650 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||