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D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

AEIS holding history

Advanced Energy Industries Inc in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEIS overviewAll 13F holders of AEISFull Q2 2026 holdings

Shares (Q2 2026)
1,732
Value
$645.8K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2023
Holdings of AEIS by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,732$645.8K<0.1%+190+12.3%AddedHolders
Q1 20261,542$497.6K<0.1%−300−16.3%ReducedHolders
Q4 20251,842$385.7K<0.1%−18−1.0%ReducedHolders
Q3 20251,860$316.5K<0.1%+63+3.5%AddedHolders
Q2 20251,797$238.1K<0.1%+1,797NewHolders
Q1 20240$00.0%−1,852−100.0%Sold outHolders
Q4 20231,852$201.7K<0.1%+1,852NewHolders