Advanced Energy Industries shares owned by Heritage Family Offices
Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Heritage Family Offices
from 13F filings
Historical chart of Heritage Family Offices investment in Advanced Energy Industries
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Quarterly reported holdings in Advanced Energy Industries by Heritage Family Offices
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $413k | 2.4k | 170.12 |
| 2025-06-30 | $208k | 2.2k | 94.79 |
| 2025-03-31 | $209k | 2.2k | 95.30 |
| 2024-12-31 | $233k | 2.0k | 115.61 |
| 2024-09-30 | $200k | 1.9k | 105.22 |
| 2024-06-30 | $205k | 1.9k | 108.74 |