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Disclosery

AEIS ADVANCED ENERGY INDS

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Stock (common), issuer CIK 927003

456 managers (465 13F filers) reported a position in AEIS shares at 2025-12-31, 41,098,204 shares in all. 86 filers opened a position and 34 filers sold out during the quarter.

Managers
456
13F filers
465
New
86
Added
159
Reduced
157
Sold out
34
Shares held by filers
41,098,204

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
DelSanto Annedirector2026-10-05-270 S$304.76Form 4

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ROTHSCHILD INVESTMENT LLC39$8.16K<0.01%+413F-HRTimeline
Clearstead Advisors, LLC37$7.75K<0.01%+413F-HRTimeline
High Note Wealth, LLC35$7.33K<0.01%-213F-HRTimeline
Retirement Wealth Solutions LLC34$7.12K<0.01%+413F-HRTimeline
Truvestments Capital LLC30$6.28K<0.01%+213F-HRTimeline
McMillan Office, Inc.27$5.65K<0.01%13F-HRTimeline
JFS WEALTH ADVISORS, LLC25$5.24K<0.01%+1513F-HRTimeline
MidFirst Bank2,016$5.23K<0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…25$5.23K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…23$4.82K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$4.61K<0.01%-213F-HRTimelineGroup
IMA Advisory Services, Inc.22$4.61K<0.01%new13F-HRTimeline
IFP Advisors, Inc21$4.4K<0.01%-913F-HRTimeline
Annis Gardner Whiting Capital Advisors,…21$4.4K<0.01%013F-HRTimeline
Signature Equity Partners, LLC17$3.56K<0.01%13F-HRTimeline
Rialto Wealth Management, LLC17$3.56K<0.01%013F-HRTimeline
Kilter Group LLC17$3.56K<0.01%new13F-HRTimeline
North Star Investment Management Corp.16$3.35K<0.01%new13F-HRTimeline
Quarry LP16$3.35K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC15$3.14K<0.01%013F-HRTimeline
Elyxium Wealth, LLC15$3.14K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP14$2.93K<0.01%new13F-HRTimelineGroup
Physician Wealth Advisors, Inc.12$2.51K<0.01%+613F-HRTimeline
MONTAG A & ASSOCIATES INC12$2.46K<0.01%-813F-HRTimeline
HFM Investment Advisors, LLC11$2.3K<0.01%+913F-HRTimeline
Essential Partners LLC11$2.3K<0.01%+213F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…10$2.09K<0.01%new13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.10$2.09K<0.01%-3813F-HRTimelineGroup
Financial Network Wealth Advisors LLC10$2.09K<0.01%013F-HRTimeline
Hughes Financial Services, LLC10$2.09K<0.01%-213F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…8$1.68K<0.01%new13F-HRTimeline
Caitong International Asset Management …8$1.68K<0.01%new13F-HR/ATimeline
Wealth Watch Advisors, INC8$1.68K<0.01%013F-HRTimeline
Fortitude Family Office, LLC7$1.47K<0.01%-413F-HRTimeline
Private Wealth Management Group, LLC7$1.47K<0.01%013F-HRTimeline
Turning Point Benefit Group, Inc.7$1.47K<0.01%new13F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6$1.26K<0.01%new13F-HRTimeline
DiNuzzo Private Wealth, Inc.6$1.26K<0.01%013F-HRTimeline
CVA Family Office, LLC6$1.26K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC6$1.26K<0.01%13F-HRTimeline
Abound Wealth Management6$1.15K<0.01%+413F-HRTimeline
FIRST HORIZON CORP5$1.05K<0.01%013F-HRTimeline
TD Capital Management LLC5$1.05K<0.01%new13F-HRTimeline
Trust Co5$1.05K<0.01%new13F-HRTimeline
Rossby Financial, LCC5$1.05K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC5$1.05K<0.01%+113F-HRTimeline
SJS Investment Consulting Inc.3$629<0.01%+113F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC3$629<0.01%13F-HRTimeline
Cedar Mountain Advisors, LLC3$628<0.01%013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2$419<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC2$419<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1$209<0.01%new13F-HRTimeline
DV Trading LLC1$209<0.01%13F-HRTimeline
Activest Wealth Management1$154<0.01%013F-HRTimeline
Dunhill Financial, LLC1$130<0.01%new13F-HRTimeline
Avion Wealth4$00%013F-HRTimelineValue filed as zero, left out of ratios.

Events

  • DelSanto Anne sold 270 AEIS shares on 2026-10-05, Form 4 filed 2026-10-07. 0001770310-26-000014

    Accepted , ingested