Company Analysis

Advanced Energy Industries, Inc. (AEIS)

Nasdaq: AEIS · Electronic Components, NEC · Denver, CO · filing with the SEC since 1996
Grade5.6
◀ Past 5.4● Present 5.7▶ Future 5.6

Who owns Advanced Energy Industries, Inc.

As filed with the SEC
Holders of 5% or more
3
Blackrock, Inc. holds 9.9% of Common Stock, as its SCHEDULE 13G/A filed Jul 27, 2026 says.
Directors and officers
15
report now, of 24 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Jul 27, 2026 · Common Stock · 11.9% in Apr 29, 2026
9.9%
Vanguard Portfolio Management
6.21%
Vanguard Capital Management
5.23%
Ameriprise Financial, Inc.
SCHEDULE 13G/A · filed Nov 14, 2025 · Common Stock · reported falling below 5%, from 5.3% in Aug 14, 2025
under 5%
Fmr LLC
SCHEDULE 13G/A · filed Aug 6, 2026 · COMMON STOCK · reported falling below 5%, from 5.2% in Feb 5, 2026
under 5%
BlackRock Portfolio Management LLC
SCHEDULE 13G/A · filed Jul 17, 2026 · Common Stock · reported falling below 5%, from 5.2% in May 1, 2026
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%, from 13% in Jan 30, 2025
under 5%
What AEIS reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Airity Technologies
A company bought · acquisition · Jun 2024 · owns, named in the 10-K filed Feb 13, 2026

67 subsidiaries in 19 countries, from the list filed with the 10-K filed Feb 13, 2026.

Insider tradesForm 4
63sales
0purchases
62sales on a scheduled plan
11people selling
$35.3Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 12, 2025 to Nov 12, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
17181920212223242526
2026 runs to Nov 12, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window11 of 24 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Kelley Stephen DouglasPresident and CEO13$15.8M130$0
Acebedo Eduardo BernalEVP and COO18$7.8M180$0
Roush John Adirector7$3.3M70$0
Oldham Paul REVP, CFO2$3.0M20$0
Vonne Elizabeth KarpinskiEVP, General Counsel6$1.4M60$0
Colpitts Bernard Raymond JrSVP, Chief Accounting Officer2$800,00020$0
Donaghey JohnEVP, Global Sales1$800,00010$0
Shirley Briandirector2$800,00020$0
Delsanto Annedirector10$700,000100$0
Donikowski Tinadirector1$500,00010$0
Minnix Laneshadirector1$300,00000$0
SI Assistanton AEIS · research, not advice