UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1463217
IRVING, TX
Position in AEIS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$259,781
New position
Shares Held
805
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $8,280,972 across 6 Electrical Equipment & Parts names.
All Filings in AEIS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $259,781 | 805 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||