Position in AYI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,186,511
+$884,890 QoQ
Shares Held
5,805
+25.0% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#222
of 632 holders
Holding Since
Dec 2021
19 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, 2026HB Wealth Management, LLC holds $13,115,666 across 9 Electrical Equipment & Parts names. AYI ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
13,699 | $4,586,699 | |
| 2 | NVT |
nVent Electric plc
|
15,187 | $2,575,867 | |
| 3 | AYI |
Acuity Inc. (De)
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|
5,805 | $2,186,511 | |
| 4 | BE |
Bloom Energy Corp
|
4,827 | $1,461,132 | |
| 5 | HUBB |
Hubbell Inc
|
1,660 | $868,512 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,558 | $580,931 | |
| 7 | ENS |
EnerSys
|
1,459 | $341,143 | |
| 8 | POWL |
Powell Industries Inc
|
1,148 | $328,741 |
All Filings in AYI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,186,511 | 5,805 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,301,621 | 4,645 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,574,094 | 4,372 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,781,529 | 5,173 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,460,970 | 4,897 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,328,337 | 5,044 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,465,031 | 5,015 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,297,637 | 4,712 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,018,635 | 4,219 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,127,859 | 4,197 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $860,490 | 4,201 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $714,620 | 4,196 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $705,157 | 4,324 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $907,071 | 4,964 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $823,909 | 4,975 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $784,358 | 4,981 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $770,662 | 5,003 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $957,100 | 5,056 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $960,785 | 4,538 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||