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Advanced Energy Industries shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Pacific Excel 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $362k 970 372.79

More positions owned by Pacific Excel Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Spdr Index Shs Fds St Port Mark Etf (SPEM)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Series Trust St Str P500etf (SPYM)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Grayscale Bitcoin Mini Tr Et Shs New (BTC)
Microsoft Corporation (MSFT)
Ishares Tr Broad Usd High (USHY)

View all positions for Pacific Excel Wealth Advisors

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Portfolio Management
Invesco
Vanguard Capital Management
FMR
State Street Corporation
Ameriprise Financial
Earnest Partners
Geode Capital Management
Bank of America Corporation
Whale Rock Capital Management
Dimensional Fund Advisors
Jennifer Ranahan
Neuberger Berman Group
Franklin Resources

View all funds holding Advanced Energy Industries