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Cooper Financial Group

Position in AEIS — Advanced Energy Industries Inc

CIK 1751581 IRVINE, CA

Position in AEIS

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$373,615
+$50,905 QoQ
Shares Held
1,002
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#462
of 677 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in AEIS Over Time

Shares Held

Position Value (USD)

Position in Electrical Equipment & Parts

Industrials · as of Jun 30, 2026

Cooper Financial Group holds $1,509,268 across 4 Electrical Equipment & Parts names. AEIS ranks #3 (24.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 AEIS
Advanced Energy Industries Inc
This page
1,002 $373,615

All Filings in AEIS

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $373,615 1,002
2026-03-31 $322,710 1,000
2025-12-31 $209,370 1,000