Skip to content
Disclosery

AEIS ADVANCED ENERGY INDS

Follow

Stock (common), issuer CIK 927003

661 managers (683 13F filers) reported a position in AEIS shares at 2026-06-30, 40,180,305 shares in all. 174 filers opened a position and 70 filers sold out during the quarter.

Managers
661
13F filers
683
New
174
Added
214
Reduced
220
Sold out
70
Shares held by filers
40,180,305

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Retirement Wealth Solutions LLC31$11.6K0.01%-213F-HRTimeline
Fortitude Family Office, LLC29$10.8K<0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC28$10.4K0.01%-613F-HRTimeline
McMillan Office, Inc.27$10.1K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…26$9.7K<0.01%+713F-HRTimeline
JFS WEALTH ADVISORS, LLC25$9.32K<0.01%013F-HRTimeline
MidFirst Bank25$9.32K<0.01%013F-HRTimeline
Covestor Ltd24$9K0.01%-2513F-HRTimeline
Atlantic Edge Private Wealth Management…23$8.58K<0.01%013F-HRTimeline
TD Capital Management LLC21$7.83K<0.01%013F-HRTimeline
IFP Advisors, Inc21$7.83K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC22$7.66K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC20$7.46K<0.01%+113F-HRTimeline
Continuum Advisory, LLC17$6.34K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC17$6.34K<0.01%+113F-HRTimeline
North Star Investment Management Corp.16$5.97K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.16$5.97K<0.01%013F-HRTimeline
TFC Financial Management, Inc.15$5.59K<0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC15$5.59K<0.01%013F-HRTimeline
Hughes Financial Services, LLC15$5.59K<0.01%+413F-HRTimeline
HARBOUR INVESTMENTS, INC.15$5.45K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC14$5.22K<0.01%+713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12$4.48K<0.01%+713F-HRTimelineGroup
Bay Harbor Wealth Management, LLC12$4.47K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.11$4.1K<0.01%-413F-HRTimeline
MJT & Associates Financial Advisory Gro…11$4.1K<0.01%-713F-HRTimeline
Marquette Asset Management, LLC10$3.73K<0.01%013F-HRTimeline
Cromwell Holdings LLC10$3.73K<0.01%new13F-HRTimeline
Rossby Financial, LCC10$3.73K<0.01%-913F-HRTimeline
Owl Creek Wealth Partners LLC10$3.73K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.9$3.36K<0.01%-49613F-HRTimeline
Creative Capital Management Investments…8$2.98K<0.01%new13F-HRTimeline
JPL Wealth Management, LLC7$2.61K<0.01%+213F-HRTimeline
Private Wealth Management Group, LLC7$2.61K<0.01%013F-HRTimeline
Kilter Group LLC7$2.61K<0.01%-613F-HRTimeline
HFM Investment Advisors, LLC7$2.61K<0.01%+513F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC7$2.61K<0.01%+613F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.7$2.61K<0.01%+113F-HRTimelineGroup
PITTENGER & ANDERSON INC6$2.24K<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC6$2.24K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management6$2.24K<0.01%new13F-HRTimelineGroup
DiNuzzo Private Wealth, Inc.6$2.24K<0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.6$2.24K<0.01%new13F-HR/ATimeline
Trust Co5$1.86K<0.01%013F-HRTimeline
Strengthening Families & Communities, L…5$1.86K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.5$1.86K<0.01%new13F-HRTimeline
FIRST HORIZON CORP5$1.86K<0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC4$1.51K<0.01%-213F-HRTimeline
Cornerstone Financial Management LLC4$1.49K<0.01%013F-HR/ATimeline
Strategic Wealth Partners, Ltd.3$1.12K<0.01%new13F-HRTimeline
LRI Investments, LLC3$1.12K<0.01%new13F-HRTimeline
Avion Wealth4$1K<0.01%013F-HRTimeline
Abound Wealth Management3$933<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp1$373<0.01%new13F-HRTimelineGroup
MOTCO1$373<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1$373<0.01%013F-HRTimeline
NVWM, LLC1$373<0.01%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1$373<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.1$373<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC1$357<0.01%new13F-HRTimeline
Navigoe, LLC2$00%new13F-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