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Advanced Energy Industries shares owned by K2 Principal Fund

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by K2 Principal Fund from 13F filings

Historical chart of K2 Principal Fund investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by K2 Principal Fund consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by K2 Principal Fund

Quarter filed Position value Share count Share price at filing
2025-12-31 $419k 2.0k 209.37

More positions owned by K2 Principal Fund

Spdr Gold Tr Gold Shs Call Option (GLD)
Lumentum Hldgs Note 0.500 6/1 (Principal)
Spdr Sp 500 Etf Tr Tr Unit Call Option (SPY)
Sphere Entertainment Note 3.50012/0 (Principal)
Allied Gold Corp 8.750 09/07/28 CVT (Principal)
PAR Technology Corporation Put Option (PAR)
Vaneck Etf Trust Gold Miners Etf Put Option (GDX)
Freeport-mcmoran CL B Call Option (FCX)
Applied Digital Corp Note 2.750 6/0 (Principal)
Ishares Silver Tr Ishares Call Option (SLV)
First Majestic 0.125 01/15/31 CVT (Principal)
Peloton Interactive Note 2/1 (Principal)
Ast Spacemobile 2.375 10/15/32 CVT (Principal)
British Amern Tob Sponsored Adr Call Option (BTI)
Cerence Note 1.500 7/0 (Principal)

View all positions for K2 Principal Fund

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
Goldman Sachs Group

View all funds holding Advanced Energy Industries