AEIS

Advanced Energy Industries

Latest period2024 - Q4Total superinvestors28

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 28 superinvestors own shares of Advanced Energy Industries (AEIS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Advanced Energy Industries (AEIS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Advanced Energy Industries (AEIS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Advanced Energy Industries (AEIS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Petros Toseland@Portman Square Capital Llp
Recent Activity
Increased 67.73%
0.73%
$20.267M
175,275 shares@ 115.63 avg price
Maribeth Rahe@Fort Washington Investment Advisors Inc Oh
Recent Activity
Increased 10.16%
0.1%
$16.137M
139,556 shares@ 115.63 avg price
Eric Duncan@Northcrest Asset Manangement, Llc
Recent Activity
0.03%
$983,994
9,350 shares@ 105.24 avg price
Aryn Sands@Green Alpha Advisors, Llc
Recent Activity
Decreased -6.28%
0.85%
$1.056M
9,136 shares@ 115.64 avg price
Terry Ammons@Sheets Smith Wealth Management
Recent Activity
Increased 3.34%
0.11%
$824,087
7,127 shares@ 115.63 avg price
Richard M. Dolson@Nisa Investment Advisors, Llc
Recent Activity
Increased 1.73%
0.01%
$579,075
5,008 shares@ 115.63 avg price
Dena Soule@Integrated Investment Consultants, Llc
Recent Activity
Increased 2.23%
0.11%
$531,204
4,594 shares@ 115.63 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 17.73%
0.01%
$446,000
3,853 shares@ 115.76 avg price
Robert Netzly@Inspire Investing, Llc
Recent Activity
Decreased -11.54%
0.05%
$399,386
3,454 shares@ 115.63 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 0.24%
0.01%
$392,000
3,392 shares@ 115.57 avg price