Advanced Energy Industries shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Advanced Energy Industries
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Quarterly reported holdings in Advanced Energy Industries by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 12k | 170.14 |
| 2025-06-30 | $1.8M | 14k | 132.50 |
| 2025-03-31 | $1.0M | 11k | 95.31 |
| 2024-12-31 | $1.3M | 11k | 115.63 |
| 2024-09-30 | $911k | 8.7k | 105.24 |
| 2024-06-30 | $839k | 7.7k | 108.76 |
| 2024-03-31 | $705k | 6.9k | 101.98 |
| 2023-12-31 | $1.0M | 9.4k | 108.92 |
| 2023-09-30 | $719k | 7.0k | 103.12 |
| 2023-06-30 | $660k | 5.9k | 111.45 |
| 2023-03-31 | $584k | 6.0k | 98.00 |
| 2022-12-31 | $511k | 6.0k | 85.78 |
| 2022-06-30 | $115k | 1.6k | 73.11 |
| 2022-03-31 | $129k | 1.5k | 85.94 |
| 2021-12-31 | $46k | 508 | 90.55 |
| 2021-09-30 | $39k | 440 | 88.64 |
| 2021-06-30 | $90k | 796 | 113.07 |
| 2021-03-31 | $45k | 411 | 109.49 |
| 2020-12-31 | $22k | 232 | 94.83 |
| 2020-09-30 | $13k | 202 | 64.36 |
| 2020-06-30 | $10k | 152 | 65.79 |
| 2019-09-30 | $8.0k | 133 | 60.15 |
| 2019-06-30 | $7.0k | 133 | 52.63 |
| 2019-03-31 | $7.0k | 133 | 52.63 |
| 2018-12-31 | $5.0k | 127 | 39.37 |
| 2018-09-30 | $7.0k | 127 | 55.12 |
| 2018-06-30 | $8.0k | 142 | 56.34 |
| 2018-03-31 | $8.0k | 136 | 58.82 |
| 2017-12-31 | $10k | 149 | 67.11 |
| 2017-06-30 | $9.0k | 146 | 61.64 |
More positions owned by Captrust Financial Advisors
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