EverSource Wealth Advisors, LLC
Position in KE — Kimball Electronics, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in KE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$793
-$1,551 QoQ
Shares Held
31
-68.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#166
of 172 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KE 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. KE ranks #19 (0.0% 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)
|
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 KE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $793 | 31 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,344 | 99 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,338 | 120 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $627 | 21 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $403 | 21 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $444 | 27 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $224 | 12 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $7,802 | 355 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,066 | 234 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $6,306 | 234 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $6,708 | 245 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $6,769 | 245 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $4,747 | 197 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $6,437 | 285 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,887 | 285 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,728 | 285 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,938 | 197 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $2,676 | 123 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||