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Advanced Energy Industries Inc

AEIS
Exchange
Nasdaq
Industry
Electronic Components, NEC
SEC CIK
0000927003

In the last 90 days, Advanced Energy Industries Inc insiders filed 0 open-market purchases and 6 sales; 683 institutions reported holding it in 13F filings for Q2 2026, worth $15.0B in total; Maverick Capital is the only superinvestor holding it.

Q4 2024 vs. Q3 2024

How the institutions holding Advanced Energy Industries Inc changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of AEIS: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders3164319+7
Shares39.7M93.7K40.9M+1.30M (+3.3%)
Value$4.18B$10.1M$4.73B+$561.6M (+13.5%)

4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (45)

Institutions that held Advanced Energy Industries Inc at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AEIS in Q4 2024
InstitutionSharesValue% of portfolio
Summit Partners Public Asset Management, LLC618,301$71.5M2.39%
Silvercrest Asset Management Group LLC505,001$58.4M0.39%
Raymond James Financial Inc85,305$9.86M0.00%
Roubaix Capital, LLC48,530$5.61M2.69%
Susquehanna Fundamental Investments, LLC24,084$2.78M0.05%
4D Advisors, LLC22,500$2.60M1.83%
Visionary Wealth Advisors11,468$1.33M0.08%
Portman Square Capital LLP8,775$1.01M0.20%
CenterBook Partners LP8,512$984.2K0.06%
Police & Firemen's Retirement System of New Jersey7,969$921.5K0.01%
KLP Kapitalforvaltning AS7,400$855.7K0.00%
Schonfeld Strategic Advisors LLC5,389$623.1K0.00%
Gsa Capital Partners LLP5,322$615.0K0.05%
Alpha DNA Investment Management LLC4,208$486.6K0.27%
PEAK6 LLC4,116$475.9K0.02%
NEOS Investment Management LLC3,780$437.1K0.01%
Tema ETFs LLC3,528$407.9K0.17%
CIBC World Markets Corp3,502$404.9K0.00%
Mercer Global Advisors Inc2,901$335.4K0.00%
Dark Forest Capital Management LP2,856$330.2K0.05%
Kestra Advisory Services, LLC2,459$284.3K0.00%
American Century Companies Inc2,118$244.9K0.00%
Sequoia Financial Advisors, LLC1,982$229.2K0.00%
Baird Financial Group, Inc.1,888$218.3K0.00%
Fiduciary Trust Co1,888$218.3K0.00%
Peapack Gladstone Financial Corp1,823$211.0K0.00%
RSM US Wealth Management LLC1,774$204.1K0.00%
Ellevest, Inc.1,755$202.9K0.01%
Coldstream Capital Management Inc1,754$202.8K0.00%
New Age Alpha Advisors, LLC1,319$152.5K0.01%
Bayforest Capital Ltd1,078$124.6K0.16%
Venturi Wealth Management, LLC640$74.0K0.00%
Kayne Anderson Rudnick Investment Management LLC442$51.1K0.00%
Public Employees Retirement System of Ohio405$46.8K0.00%
MAI Capital Management313$36.2K0.00%
Coppell Advisory Solutions LLC206$23.7K0.00%
Millstone Evans Group, LLC170$19.7K0.01%
Skopos Labs, Inc.122$14.1K0.00%
Mather Group, LLC.96$11.1K0.00%
Sierra Ocean, LLC24$2.77K0.00%
High Note Wealth, LLC20$2.31K0.00%
UMA Financial Services, Inc.13$1.50K0.00%
Hexagon Capital Partners LLC10$1.16K0.00%
Global Financial Private Client, LLC2$2310.00%
Parkworth Wealth Management, Inc.1$1160.00%

Sold out (38)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (4)

Institutions that held Advanced Energy Industries Inc at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AEIS in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Scout Investments, Inc.61,019$6.67M
Raymond James & Associates24,763$2.61M
ClariVest Asset Management LLC7,760$844.0K
WFA of San Diego, LLC140$14.7K