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Advanced Energy Industries shares owned by Round Rock Advisors

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Round Rock Advisors from 13F filings

Historical chart of Round Rock Advisors investment in Advanced Energy Industries

Tip: Access up to 7 years of quarterly data

All positions including Advanced Energy Industries held by Round Rock Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $595k 2.8k 209.37
2025-09-30 $556k 3.3k 170.33

More positions owned by Round Rock Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Whitehall Fds High Div Yld (VYM)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Select Sector Spdr Tr State Street Ind (XLI)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Select Divid Etf (DVY)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
American Centy Etf Tr Short Durtn Strg (SDSI)
Alphabet Cap Stk Cl C (GOOG)
Neuberger Berman Etf Trust Short Duration I (NBSD)

View all positions for Round Rock Advisors

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