Institutional Ownership Advanced Energy Industries Inc (AEIS)
This table provides information about the institutional ownership of Advanced Energy Industries Inc (AEIS). We have compiled data on the 382 institutions that hold shares in the stock, with a total of 36 Million shares, which have been reported (via 13F filing form) to have a value of $5.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
49
shares
|
$6,990
0.0% of portfolio
|
Q1 2025
Added 28.95%
|
|
|
Fny Investment Advisers, LLC
|
Apr 17, 2025 Q1 2025 |
45
shares
|
$6,419
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
43
shares
|
$6,134
0.0% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
40
shares
|
$5,706
0.23% of portfolio
|
Q2 2025
Added 25.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
40
shares
|
$5,706
0.0% of portfolio
|
Q1 2025
Reduced 60.0%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
39
shares
|
$5,563
0.0% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
36
shares
|
$5,135
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
28
shares
|
$3,994
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
28
shares
|
$3,994
0.0% of portfolio
|
Q4 2024
Reduced 24.32%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
28
shares
|
$3,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
27
shares
|
$3,851
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
27
shares
|
$3,851
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
26
shares
|
$3,709
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
24
shares
|
$3,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
23
shares
|
$3,281
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
23
shares
|
$3,281
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
23
shares
|
$3,281
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21
shares
|
$2,995
0.0% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
20
shares
|
$2,853
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
18
shares
|
$2,567
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
14
shares
|
$1,997
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
13
shares
|
$1,854
0.0% of portfolio
|
Q4 2024
Added 8.33%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
10
shares
|
$1,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
10
shares
|
$1,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
10
shares
|
$1,426
0.0% of portfolio
|
Q4 2024
New holding
|