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Homestead Advisers Corp

Position in AEIS — Advanced Energy Industries Inc

CIK 944804 Arlington, VA

Position in AEIS

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,741,526
+$492,814 QoQ
Shares Held
20,762
-7.6% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#167
of 677 holders
Holding Since
Mar 2020
26 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, 2026

Homestead Advisers Corp holds $12,877,145 across 3 Electrical Equipment & Parts names. AEIS ranks #1 (60.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 AEIS
Advanced Energy Industries Inc
This page
20,762 $7,741,526

All Filings in AEIS

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,741,526 20,762
2026-03-31 $7,248,712 22,462
2025-12-31 $6,859,379 32,762
2025-09-30 $7,428,652 43,662
2025-06-30 $7,905,215 59,662
2025-03-31 $5,686,385 59,662
2024-12-31 $5,996,803 51,862
2024-09-30 $6,647,168 63,162
2024-06-30 $6,869,499 63,162
2024-03-31 $6,537,937 64,110
2023-12-31 $6,982,861 64,110
2023-09-30 $6,611,023 64,110
2023-06-30 $7,145,059 64,110
2023-03-31 $6,282,780 64,110
2022-12-31 $5,488,976 63,989
2022-09-30 $4,951,066 63,959
2022-06-30 $4,666,195 63,938
2022-03-31 $5,490,354 63,782
2021-12-31 $5,800,066 63,695
2021-09-30 $5,578,092 63,568
2021-06-30 $6,964,801 61,794
2021-03-31 $6,720,723 61,562
2020-12-31 $5,969,667 61,562
2020-09-30 $3,943,946 62,662
2020-06-30 $4,247,856 62,662
2020-03-31 $3,067,574 63,262