Peterson Wealth Services
Position in AEIS — Advanced Energy Industries Inc
CIK 1906799
SOUTH OGDEN, UT
Position in AEIS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,585,480
+$547,244 QoQ
Shares Held
6,934
+9.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#268
of 677 holders
Holding Since
Dec 2023
11 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, 2026Peterson Wealth Services holds $8,008,178 across 4 Electrical Equipment & Parts names. AEIS ranks #2 (32.3% of the industry book) .
All Filings in AEIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,585,480 | 6,934 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,038,236 | 6,316 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,339,758 | 6,399 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $638,535 | 3,753 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $860,190 | 6,492 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $618,943 | 6,494 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $996,383 | 8,617 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $851,286 | 8,089 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $769,041 | 7,071 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $637,171 | 6,248 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $206,730 | 1,898 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||