Moody Aldrich Partners LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 936941
MARBLEHEAD, MA
Position in AEIS
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,928,671
+$658,731 QoQ
Shares Held
12,174
-22.1% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 33%
Shared 31%
None 36%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
All Filings in AEIS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,928,671 | 12,174 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,269,940 | 15,618 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,942,479 | 34,927 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $7,069,537 | 53,355 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,591,837 | 58,670 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,981,077 | 51,726 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $4,291,581 | 40,779 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,513,104 | 41,496 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,005,232 | 19,663 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,571,486 | 32,790 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,467,294 | 14,229 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||