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Advanced Energy Industries shares owned by Ballast Advisors

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Ballast Advisors from 13F filings

Historical chart of Ballast Advisors investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Ballast Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $153k 475 322.71
2020-03-31 $73k 1.5k 48.25

More positions owned by Ballast Advisors

Schwab U.s. Large-cap Value Etf Etf (SCHV)
Schwab U.s. Large-cap Etf Etf (SCHX)
Schwab International Etf (SCHF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Ishares Core Us Etf (AGG)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Enterprise Products Partners (EPD)
Microsoft Corporation (MSFT)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Taiwan Semiconductor Mfg (TSM)
Berkshire Hathaway (BRK.B)
NVIDIA Corporation (NVDA)
Schwab U.s. Small-cap Etf Etf (SCHA)
Uber Technologies (UBER)

View all positions for Ballast Advisors

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Portfolio Management
Invesco
Vanguard Capital Management
FMR
State Street Corporation
Ameriprise Financial
Earnest Partners
Geode Capital Management
Bank of America Corporation
Whale Rock Capital Management
Dimensional Fund Advisors
Jennifer Ranahan
Neuberger Berman Group
Franklin Resources

View all funds holding Advanced Energy Industries