Position in KE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,612
+$499 QoQ
Shares Held
63
+34.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#158
of 172 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KE Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Physician Wealth Advisors, Inc. holds $447,678 across 12 Electrical Equipment & Parts names. KE ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
950 | $287,565 | |
| 2 | VRT |
Vertiv Holdings Co
|
373 | $124,887 | |
| 3 | NVT |
nVent Electric plc
|
52 | $8,819 | |
| 4 | TE |
T1 Energy Inc.
|
917 | $8,693 | |
| 5 | HUBB |
Hubbell Inc
|
9 | $4,708 | |
| 6 | AYI |
Acuity Inc. (De)
|
11 | $4,143 | |
| 7 | AEIS |
Advanced Energy Industries Inc
|
11 | $4,101 | |
| 8 | ENS |
EnerSys
|
7 | $1,636 |
All Filings in KE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,612 | 63 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,113 | 47 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,307 | 47 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,403 | 47 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $903 | 47 | Shares | Sole | 2025-07-14 | |
| No filing history on record for this holder in this stock. | ||||||