MJT & Associates Financial Advisory Group, Inc.
Position in AEIS — Advanced Energy Industries Inc
CIK 2065777
MONTEVICEO, MN
Position in AEIS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$4,101
-$1,707 QoQ
Shares Held
11
-38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#641
of 677 holders
Holding Since
Mar 2025
6 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, 2026MJT & Associates Financial Advisory Group, Inc. holds $59,451 across 5 Electrical Equipment & Parts names. AEIS ranks #4 (6.9% of the industry book) .
All Filings in AEIS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,101 | 11 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $5,808 | 18 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $8,374 | 40 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,805 | 40 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $5,300 | 40 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $3,049 | 32 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||