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.
Q1 2025 vs. Q4 2024
How the institutions holding Advanced Energy Industries Inc changed between Q4 2024 and Q1 2025.
All holders in Q1 2025All holders in Q4 2024
| Measure | Q4 2024 | Of which not filed for Q1 2025 | Q1 2025 | Change |
|---|---|---|---|---|
| Holders | 319 | 3 | 355 | +39 |
| Shares | 40.9M | 103.0K | 40.2M | −632.7K (−1.6%) |
| Value | $4.73B | $11.9M | $3.83B | −$889.8M (−18.9%) |
3 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (64)
Institutions that held Advanced Energy Industries Inc at the end of Q1 2025 but not at the end of Q4 2024.
Sold out (25)
Institutions that held Advanced Energy Industries Inc at the end of Q4 2024 and filed for Q1 2025 without it.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Balyasny Asset Management LLC | 50,460 | $5.83M |
| Roubaix Capital, LLC | 48,530 | $5.61M |
| 4D Advisors, LLC | 22,500 | $2.60M |
| Altfest L J & Co Inc | 4,586 | $530.3K |
| Alpha DNA Investment Management LLC | 4,208 | $486.6K |
| NEOS Investment Management LLC | 3,780 | $437.1K |
| Tema ETFs LLC | 3,528 | $407.9K |
| Compton Wealth Advisory Group, LLC | 2,926 | $338.3K |
| Kestra Advisory Services, LLC | 2,459 | $284.3K |
| Truist Financial Corp | 2,107 | $243.7K |
| Profund Advisors LLC | 2,098 | $242.6K |
| David J Yvars Group | 2,005 | $231.8K |
| CAPROCK Group, Inc. | 1,960 | $226.6K |
| Peapack Gladstone Financial Corp | 1,823 | $211.0K |
| RSM US Wealth Management LLC | 1,774 | $204.1K |
| Venturi Wealth Management, LLC | 640 | $74.0K |
| Meeder Asset Management Inc | 350 | $40.5K |
| Coppell Advisory Solutions LLC | 206 | $23.7K |
| GHP Investment Advisors, Inc. | 178 | $20.6K |
| Proequities, Inc. | 86 | $10.8K |
| Elequin Capital LP | 72 | $8.32K |
| LGT Financial Advisors LLC | 68 | $7.86K |
| Eagle Bay Advisors LLC | 60 | $6.94K |
| GeoWealth Management, LLC | 43 | $4.97K |
| Johnson Financial Group, Inc. | 38 | $4.37K |
Not filed for Q1 2025 yet (3)
Institutions that held Advanced Energy Industries Inc at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2024 | Value, Q4 2024 |
|---|---|---|
| Nuveen Asset Management, LLC | 102,012 | $11.8M |
| Hilltop National Bank | 910 | $105.2K |
| Global Retirement Partners, LLC | 65 | $7.52K |