Position in KE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$155,801
+$11,743 QoQ
Shares Held
6,086
+0.1% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#119
of 173 holders
Holding Since
Dec 2025
3 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, 2026Clearstead Advisors, LLC holds $11,516,543 across 21 Electrical Equipment & Parts names. KE ranks #9 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BE |
Bloom Energy Corp
|
11,964 | $3,621,502 | |
| 2 | VRT |
Vertiv Holdings Co
|
9,167 | $3,069,294 | |
| 3 | PLPC |
Preformed Line Products Co
|
4,126 | $1,693,970 | |
| 4 | AYI |
Acuity Inc. (De)
|
2,832 | $1,066,701 | |
| 5 | HUBB |
Hubbell Inc
|
1,133 | $592,785 | |
| 6 | AEIS |
Advanced Energy Industries Inc
|
1,180 | $439,986 | |
| 7 | ENS |
EnerSys
|
1,820 | $425,552 | |
| 8 | NVT |
nVent Electric plc
|
1,454 | $246,612 |
All Filings in KE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,801 | 6,086 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $144,058 | 6,081 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $83 | 3 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||