Compton Wealth Advisory Group, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1761044
VIRGINIA BEACH, VA
Position in AEIS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$760,654
+$102,326 QoQ
Shares Held
2,040
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#369
of 677 holders
Holding Since
Mar 2022
17 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, 2026Compton Wealth Advisory Group, LLC holds $760,654 across 1 Electrical Equipment & Parts name. AEIS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEIS |
Advanced Energy Industries Inc
This page
|
2,040 | $760,654 |
All Filings in AEIS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $760,654 | 2,040 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $658,328 | 2,040 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $427,114 | 2,040 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $347,085 | 2,040 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $270,300 | 2,040 | Shares | Sole | 2025-07-10 | |
| 2024-12-31 | $338,333 | 2,926 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $307,932 | 2,926 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $318,231 | 2,926 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $298,393 | 2,926 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $318,699 | 2,926 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $301,729 | 2,926 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $326,102 | 2,926 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $286,748 | 2,926 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $261,629 | 3,050 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $236,100 | 3,050 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $287,249 | 3,936 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $438,147 | 5,090 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||