Advanced Energy Industries shares owned by Creative Planning
Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Advanced Energy Industries
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Quarterly reported holdings in Advanced Energy Industries by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.3M | 37k | 170.14 |
| 2025-06-30 | $3.7M | 28k | 132.50 |
| 2025-03-31 | $2.3M | 24k | 95.31 |
| 2024-12-31 | $2.7M | 23k | 115.63 |
| 2024-09-30 | $1.6M | 15k | 105.24 |
| 2024-06-30 | $1.7M | 16k | 108.76 |
| 2024-03-31 | $902k | 8.8k | 101.98 |
| 2023-12-31 | $738k | 6.8k | 108.92 |
| 2023-09-30 | $383k | 3.7k | 103.12 |
| 2023-06-30 | $323k | 2.9k | 111.45 |
| 2023-03-31 | $211k | 2.1k | 98.00 |
| 2017-12-31 | $270k | 4.0k | 67.58 |
| 2017-09-30 | $212k | 2.6k | 80.89 |
| 2017-06-30 | $233k | 3.6k | 64.57 |
| 2017-03-31 | $166k | 2.4k | 68.57 |
| 2016-12-31 | $72k | 1.3k | 54.50 |
| 2016-09-30 | $54k | 1.2k | 46.96 |
| 2016-06-30 | $44k | 1.2k | 38.26 |
| 2015-12-31 | $11k | 400 | 27.50 |
| 2015-03-31 | $41k | 1.6k | 25.62 |
| 2014-12-31 | $47k | 2.0k | 23.50 |
| 2014-09-30 | $78k | 4.2k | 18.79 |