Position in WBX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$191
+$67 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 16 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WBX Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $157,902,880 across 36 Electrical Equipment & Parts names. WBX ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
275,473 | $92,233,868 | |
| 2 | BE |
Bloom Energy Corp
|
59,304 | $17,951,320 | |
| 3 | NVT |
nVent Electric plc
|
91,311 | $15,487,257 | |
| 4 | AEIS |
Advanced Energy Industries Inc
|
29,411 | $10,966,479 | |
| 5 | HUBB |
Hubbell Inc
|
13,339 | $6,978,964 | |
| 6 | POWL |
Powell Industries Inc
|
20,881 | $5,979,483 | |
| 7 | FPS |
Forgent Power Solutions, Inc.
|
24,388 | $1,362,313 | |
| 8 | AYI |
Acuity Inc. (De)
|
3,538 | $1,332,622 |
All Filings in WBX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $191 | 50 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $124 | 50 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $70 | 30 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $134 | 30 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||