Advanced Energy Industries Inc
AEISFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Advanced Energy Industries Inc Makes Money
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From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 17, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| LPL Financial LLC | 2026-03-31 | 59,649 | $19.2M | SEC filing |
| Everhart Financial Group, Inc. | 2026-03-31 | 643 | $208K | SEC filing |
| AQR CAPITAL MANAGEMENT LLC | 2026-03-31 | 203,986 | $63.4M | SEC filing |
| SG Americas Securities, LLC | 2026-03-31 | 12,085 | Not shown | SEC filing |
| PRELUDE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 1,603 | $517K | SEC filing |
| XTX Topco Ltd | 2026-03-31 | 6,889 | $2.22M | SEC filing |
| &PARTNERS | 2026-03-31 | 16,864 | $5.42M | SEC filing |
| OSAIC HOLDINGS, INC. | 2026-03-31 | 25,641 | $8.27M | SEC filing |
| Moody Aldrich Partners LLC | 2026-03-31 | 12,174 | $3.93M | SEC filing |
| Atlantic Edge Private Wealth Management, LLC | 2026-03-31 | 23 | $7.42K | SEC filing |
| INTECH INVESTMENT MANAGEMENT LLC | 2026-03-31 | 9,150 | $2.95M | SEC filing |
| GEODE CAPITAL MANAGEMENT, LLC | 2026-03-31 | 1,120,237 | $364M | SEC filing |
| Carolina Wealth Advisors, LLC | 2026-03-31 | 36 | $11.6K | SEC filing |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2026-03-31 | 204,192 | $65.9M | SEC filing |
| STATE OF WISCONSIN INVESTMENT BOARD | 2026-03-31 | 7,134 | $2.3M | SEC filing |
| Employees Retirement System of Texas | 2026-03-31 | 285 | Not shown | SEC filing |
| Avion Wealth | 2026-03-31 | 4 | Not shown | SEC filing |
| ANB BANK | 2026-03-31 | 1,350 | $436K | SEC filing |
| COLDSTREAM CAPITAL MANAGEMENT INC | 2026-03-31 | 2,364 | $763K | SEC filing |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2026-03-31 | 1,201 | $388K | SEC filing |
- Each value is checked against Advanced Energy Industries Inc's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Advanced Energy Industries Inc's share price.
- Value not shown for 1 row: the value per share could not be confirmed against the share prices on file from within three months of the report date.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Advanced Energy Industries Inc's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-03-10 · Kelley Stephen Douglas: Larger than 52 of the 53 other insider sales of Common Stock on file. SEC filing
- 2026-03-10 · Kelley Stephen Douglas: Larger than 50 of the 53 other insider sales of Common Stock on file. SEC filing
- 2026-03-10 · Kelley Stephen Douglas: Larger than 49 of the 53 other insider sales of Common Stock on file. SEC filing
- 2026-03-10 · Kelley Stephen Douglas: Larger than 48 of the 53 other insider sales of Common Stock on file. SEC filing
- 2025-11-19 · Oldham Paul R: Larger than 51 of the 53 other insider sales of Common Stock on file. SEC filing
- 2025-03-03 · Acebedo Eduardo Bernal: Larger than all 53 other insider sales of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-15 | Shirley Brian · Director | Common Stock | S — Open market or private sale | −1,234 | 372.35 | SEC filing |
| 2026-04-16 | Vonne Elizabeth Karpinski · EVP, General Counsel | Common Stock | S — Open market or private sale | −966 | 369.40 | SEC filing |
| 2026-04-15 | DelSanto Anne · Director | Common Stock | S — Open market or private sale | −240 | 380.52 | SEC filing |
| 2026-03-18 | Oldham Paul R · EVP, CFO | Common Stock | S — Open market or private sale | −4,314 | 315.99 | SEC filing |
| 2026-03-16 | DelSanto Anne · Director | Common Stock | S — Open market or private sale | −240 | 312.59 | SEC filing |
| 2026-03-13 | Shirley Brian · Director | Common Stock | S — Open market or private sale | −1,234 | 310.19 | SEC filing |
| 2026-03-10 | Kelley Stephen Douglas · President and CEO | Common Stock | S — Open market or private sale | −543 | 305.48 | SEC filing |
| 2026-03-10 | Kelley Stephen Douglas · President and CEO | Common Stock | S — Open market or private sale | −5,678 | 314.82 | SEC filing |
Showing 8 of 10 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-05-07 | Roush John A · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
| 2026-05-07 | Donikowski Tina · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
| 2026-05-07 | BEARD GRANT H · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +760 | SEC filing |
| 2026-05-07 | FOSTER RONALD C · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
| 2026-05-07 | Shirley Brian · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
| 2026-05-07 | BALL FREDERICK · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
| 2026-05-07 | DelSanto Anne · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
| 2026-05-07 | Minnix Lanesha · Director | Restricted Stock Units | A — Grant, award, or other acquisition | +587 | SEC filing |
Showing 8 of 30 rows
Other activity
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-01 | Oldham Paul R · EVP, CFO | Common Stock | D — Disposition to the issuer | −3,153 | SEC filing |
| 2026-03-01 | Vonne Elizabeth Karpinski · EVP, General Counsel | Common Stock | D — Disposition to the issuer | −437 | SEC filing |
| 2026-03-01 | Donaghey John · EVP, Global Sales | Common Stock | D — Disposition to the issuer | −875 | SEC filing |
| 2026-02-25 | Oldham Paul R · EVP, CFO | Phantom Stock | I — Discretionary transaction | −6,324 | SEC filing |
| 2026-02-18 | Vonne Elizabeth Karpinski · EVP, General Counsel | Common Stock | D — Disposition to the issuer | −2,148 | SEC filing |
| 2026-02-18 | Oldham Paul R · EVP, CFO | Common Stock | D — Disposition to the issuer | −15,466 | SEC filing |
| 2025-03-01 | Oldham Paul R · EVP, CFO | Common Stock | D — Disposition to the issuer | −3,153 | SEC filing |
| 2025-03-01 | Donaghey John · EVP, Global Sales | Common Stock | D — Disposition to the issuer | −876 | SEC filing |
Showing 8 of 9 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.