Position in OESX
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$26
-$20 QoQ
Shares Held
3
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OESX Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026IFP Advisors, Inc holds $19,948,107 across 26 Electrical Equipment & Parts names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
44,957 | $15,052,502 | |
| 2 | BE |
Bloom Energy Corp
|
7,315 | $2,214,250 | |
| 3 | NVT |
nVent Electric plc
|
4,905 | $831,937 | |
| 4 | HUBB |
Hubbell Inc
|
1,181 | $617,899 | |
| 5 | POWL |
Powell Industries Inc
|
1,293 | $370,263 | |
| 6 | AYI |
Acuity Inc. (De)
|
707 | $266,298 | |
| 7 | KE |
Kimball Electronics, Inc.
|
8,422 | $215,603 | |
| 8 | PLUG |
Plug Power Inc
|
30,105 | $81,584 |
All Filings in OESX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26 | 3 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $46 | 3 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $59 | 58 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $18 | 30 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $21 | 30 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $24 | 30 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $25 | 30 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $33 | 30 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $30 | 35 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $26 | 30 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $191 | 152 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $122 | 75 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $152 | 75 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $6 | 1,087 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,489 | 2,237 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,496 | 2,237 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $378 | 135 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $307 | 85 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,470 | 149 | Shares | Sole | 2021-01-25 | |
| No filing history on record for this holder in this stock. | ||||||