Position in ENVX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,085,061
+$74,355 QoQ
Shares Held
178,758
-8.4% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 298 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ENVX Over Time
Shares Held
Position Value (USD)
Derivatives in ENVX
reported options exposure · as of Sep 30, 2025CallValue
$1,980
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Cetera Investment Advisers holds $197,245,823 across 19 Electrical Equipment & Parts names. ENVX ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
304,191 | $101,849,230 | |
| 2 | BE |
Bloom Energy Corp
|
136,830 | $41,418,441 | |
| 3 | NVT |
nVent Electric plc
|
88,271 | $14,971,644 | |
| 4 | HUBB |
Hubbell Inc
|
13,911 | $7,278,235 | |
| 5 | AEIS |
Advanced Energy Industries Inc
|
17,389 | $6,483,836 | |
| 6 | FPS |
Forgent Power Solutions, Inc.
|
112,882 | $6,305,588 | |
| 7 | POWL |
Powell Industries Inc
|
18,507 | $5,299,664 | |
| 8 | ENS |
EnerSys
|
19,802 | $4,630,103 |
All Filings in ENVX
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,085,061 | 178,758 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,010,706 | 195,117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,366,904 | 186,991 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,259,889 | 226,669 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $1,980 | 1,000 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $1,084,004 | 104,836 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $31,020 | 3,000 | Call | Sole | 2025-08-08 | |
| 2025-03-31 | $726,814 | 99,021 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,457,590 | 134,093 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,070,167 | 114,579 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,379,464 | 89,228 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $393,875 | 49,173 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||