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Advanced Energy Industries shares owned by Carolina Wealth Advisors

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

Historical chart of Carolina Wealth Advisors investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Advanced Energy Industries by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 36 322.72

More positions owned by Carolina Wealth Advisors

Schwab Long-term U.s. Treasury Etf Etf (SCHQ)
Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
Bny Mellon Core Bond Etf Etf (BKAG)
Schwab Us Tips Etf Etf (SCHP)
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)
Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ)
Merck & Co Stock (MRK)
Gilead Sciences Stock (GILD)
Cisco Sys Stock (CSCO)
Southern Copper Corp Stock (SCCO)
Amgen Stock (AMGN)
Coca Cola Stock (KO)
Altria Group Stock (MO)
Fidelity Enhanced Small Cap Etf Etf (FESM)
Schwab International Dividend Equity Etf Etf (SCHY)

View all positions for Carolina Wealth Advisors

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Group
FMR
Ameriprise Financial
Invesco
State Street Corporation
Earnest Partners
Geode Capital Management
Neuberger Berman Group
Jennifer Ranahan
Dimensional Fund Advisors
Norges Bank Investment Management
Principal Financial Group
Massachusetts Financial Services
Alliancebernstein

View all funds holding Advanced Energy Industries