SHEETS SMITH WEALTH MANAGEMENT
Position in AEIS — Advanced Energy Industries Inc
CIK 1157436
WINSTON-SALEM, NC
Position in AEIS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,940,042
+$180,305 QoQ
Shares Held
5,203
-4.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#294
of 677 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026SHEETS SMITH WEALTH MANAGEMENT holds $3,284,030 across 2 Electrical Equipment & Parts names. AEIS ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
5,203 | $1,940,042 | |
| 2 | BE |
Bloom Energy Corp
|
4,440 | $1,343,988 |
All Filings in AEIS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,940,042 | 5,203 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,759,737 | 5,453 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,370,117 | 6,544 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,299,529 | 7,638 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $997,857 | 7,531 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $705,579 | 7,403 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $824,095 | 7,127 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $725,840 | 6,897 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $758,709 | 6,976 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $711,412 | 6,976 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $759,717 | 6,975 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $733,698 | 7,115 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $773,463 | 6,940 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $592,825 | 6,911 | Shares | Sole | 2023-03-08 | |
| 2022-09-30 | $534,980 | 6,911 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $504,364 | 6,911 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $594,812 | 6,910 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,008,944 | 11,080 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $970,251 | 11,057 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,246,234 | 11,057 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,207,092 | 11,057 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $1,072,197 | 11,057 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $423,334 | 6,726 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $458,328 | 6,761 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $327,840 | 6,761 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||