Position in VRT
as of Mar 31, 2026
· filed Jun 3, 2026
Position Value
$29,912,736
+$3,999,561 QoQ
Shares Held
119,374
-25.4% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 5.5899944711578735.ToString("F0")%
Shared 0.ToString("F0")%
None 94.41000552884212.ToString("F0")%
Common Shares in VRT Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Mar 31, 2026NewEdge Advisors, LLC holds $51,826,378 across 29 Electrical Equipment & Parts names. VRT ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
This page
|
119,374 | $29,912,736 | |
| 2 | EOSE |
Eos Energy Enterprises, Inc.
|
993,639 | $4,928,449 | |
| 3 | KE |
Kimball Electronics, Inc.
|
187,186 | $4,434,436 | |
| 4 | BE |
Bloom Energy Corp
|
31,396 | $4,253,844 | |
| 5 | NVT |
nVent Electric plc
|
21,983 | $2,600,149 | |
| 6 | POWL |
Powell Industries Inc
|
10,818 | $1,951,134 | |
| 7 | ENS |
EnerSys
|
5,819 | $1,010,876 | |
| 8 | AYI |
Acuity Inc. (De)
|
2,580 | $722,967 |
All Filings in VRT
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,912,736 | 119,374 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $25,913,175 | 159,948 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $13,998,601 | 92,792 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $9,703,558 | 75,567 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,474,174 | 89,670 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,840,666 | 95,420 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,599,716 | 86,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,578,221 | 99,090 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $6,488,109 | 79,443 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,847,602 | 59,288 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,909,438 | 51,329 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,358,362 | 54,839 | Shares | Sole | 2023-08-14 | |
| 2022-12-31 | $3,360 | 246 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||