Advanced Energy Ownership

AEIS Stock  USD 142.84  2.16  1.54%   
The majority of Advanced Energy Industries outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in Advanced Energy Indu to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Advanced Energy. Please pay attention to any change in the institutional holdings of Advanced Energy Industries as this could imply that something significant has changed or is about to change at the company.
 
Shares in Circulation  
First Issued
1996-03-31
Previous Quarter
38 M
Current Value
38.1 M
Avarage Shares Outstanding
36.9 M
Quarterly Volatility
6.3 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Advanced Energy Industries. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product.

Advanced Stock Ownership Analysis

About 99.0% of the company shares are held by institutions such as insurance companies. The book value of Advanced Energy was presently reported as 32.46. The company has Price/Earnings To Growth (PEG) ratio of 0.41. Advanced Energy Indu last dividend was issued on the 23rd of May 2025. Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. Advanced Energy Industries, Inc. was incorporated in 1981 and is headquartered in Denver, Colorado. Advanced Energy operates under Electrical Equipment Parts classification in the United States and is traded on NASDAQ Exchange. It employs 10000 people. For more info on Advanced Energy Industries please contact Stephen JD at 970 407 6626 or go to https://www.advancedenergy.com.
Besides selling stocks to institutional investors, Advanced Energy also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Advanced Energy's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Advanced Energy's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Advanced Energy Quarterly Liabilities And Stockholders Equity

2.3 Billion

Advanced Energy Insider Trades History

Only 1.14% of Advanced Energy Industries are currently held by insiders. Unlike Advanced Energy's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Advanced Energy's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Advanced Energy's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Advanced Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Advanced Energy is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Advanced Energy Industries backward and forwards among themselves. Advanced Energy's institutional investor refers to the entity that pools money to purchase Advanced Energy's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Channing Capital Management, Llc2025-03-31
710.6 K
Loomis, Sayles & Company Lp2025-03-31
633.3 K
Norges Bank2024-12-31
596.3 K
Summit Partners Public Asset Management, Llc2025-03-31
593 K
Silvercrest Asset Management Group Llc2025-03-31
498.6 K
Principal Financial Group Inc2025-03-31
477.3 K
Charles Schwab Investment Management Inc2025-03-31
465.2 K
Northern Trust Corp2025-03-31
444.8 K
Snyder Capital Management Lp2025-03-31
421.6 K
Blackrock Inc2025-03-31
5.8 M
Vanguard Group Inc2025-03-31
4.9 M
Note, although Advanced Energy's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Advanced Energy Indu Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Advanced Energy insiders, such as employees or executives, is commonly permitted as long as it does not rely on Advanced Energy's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Advanced Energy insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
John Donaghey over a week ago
Disposition of 2000 shares by John Donaghey of Advanced Energy at 140.0 subject to Rule 16b-3
 
Delsanto Anne over a month ago
Disposition of 240 shares by Delsanto Anne of Advanced Energy at 124. subject to Rule 16b-3
 
Elizabeth Vonne over three months ago
Disposition of 749 shares by Elizabeth Vonne of Advanced Energy at 88.86 subject to Rule 16b-3
 
Donikowski Tina over three months ago
Disposition of 2257 shares by Donikowski Tina of Advanced Energy subject to Rule 16b-3
 
Bernard Colpitts over three months ago
Disposition of 980 shares by Bernard Colpitts of Advanced Energy subject to Rule 16b-3
 
Paul Oldham over three months ago
Disposition of 6042 shares by Paul Oldham of Advanced Energy at 85.97 subject to Rule 16b-3
 
Elizabeth Vonne over three months ago
Acquisition by Elizabeth Vonne of 5877 shares of Advanced Energy subject to Rule 16b-3
 
Donikowski Tina over six months ago
Disposition of 1800 shares by Donikowski Tina of Advanced Energy at 116.84 subject to Rule 16b-3
 
Elizabeth Vonne over six months ago
Disposition of 438 shares by Elizabeth Vonne of Advanced Energy subject to Rule 16b-3
 
Bernard Colpitts over six months ago
Disposition of 720 shares by Bernard Colpitts of Advanced Energy at 117.36 subject to Rule 16b-3
 
David Reed over six months ago
Disposition of 2257 shares by David Reed of Advanced Energy subject to Rule 16b-3
 
John Donaghey over six months ago
Disposition of 2948 shares by John Donaghey of Advanced Energy subject to Rule 16b-3

Advanced Energy Outstanding Bonds

Advanced Energy issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Advanced Energy Indu uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Advanced bonds can be classified according to their maturity, which is the date when Advanced Energy Industries has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Advanced Energy Corporate Filings

18th of July 2025
Other Reports
ViewVerify
F4
16th of July 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
29th of May 2025
Other Reports
ViewVerify
8K
12th of May 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify

Thematic Opportunities

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Additional Tools for Advanced Stock Analysis

When running Advanced Energy's price analysis, check to measure Advanced Energy's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Advanced Energy is operating at the current time. Most of Advanced Energy's value examination focuses on studying past and present price action to predict the probability of Advanced Energy's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Advanced Energy's price. Additionally, you may evaluate how the addition of Advanced Energy to your portfolios can decrease your overall portfolio volatility.