Advanced Energy Industries shares owned by Sheets Smith Wealth Management
Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Sheets Smith Wealth Management
from 13F filings
Historical chart of Sheets Smith Wealth Management investment in Advanced Energy Industries
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All positions including Advanced Energy Industries held by Sheets Smith Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Advanced Energy Industries by Sheets Smith Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 7.6k | 170.14 |
| 2025-06-30 | $998k | 7.5k | 132.51 |
| 2025-03-31 | $706k | 7.4k | 95.31 |
| 2024-12-31 | $824k | 7.1k | 115.63 |
| 2024-09-30 | $726k | 6.9k | 105.25 |
| 2024-06-30 | $759k | 7.0k | 108.76 |
| 2024-03-31 | $711k | 7.0k | 101.97 |
| 2023-12-31 | $760k | 7.0k | 108.92 |
| 2023-09-30 | $734k | 7.1k | 103.12 |
| 2023-06-30 | $773k | 6.9k | 111.42 |
| 2023-03-31 | $679k | 98 | 6931.93 |
| 2022-12-31 | $593k | 6.9k | 85.79 |
| 2022-09-30 | $535k | 6.9k | 77.41 |
| 2022-06-30 | $504k | 6.9k | 72.93 |
| 2022-03-31 | $595k | 6.9k | 86.11 |
| 2021-12-31 | $1.0M | 11k | 91.07 |
| 2021-09-30 | $970k | 11k | 87.73 |
| 2021-06-30 | $1.2M | 11k | 112.69 |
| 2021-03-31 | $1.2M | 11k | 109.16 |
| 2020-12-31 | $1.1M | 11k | 96.95 |
| 2020-09-30 | $423k | 6.7k | 62.89 |
| 2020-06-30 | $458k | 6.8k | 67.74 |
| 2020-03-31 | $328k | 6.8k | 48.51 |
| 2019-12-31 | $450k | 6.3k | 71.20 |
| 2019-09-30 | $377k | 6.6k | 57.38 |
| 2019-06-30 | $372k | 6.6k | 56.28 |
| 2019-03-31 | $328k | 6.6k | 49.62 |
| 2018-12-31 | $286k | 6.7k | 42.99 |
| 2018-09-30 | $354k | 6.8k | 51.71 |
| 2018-06-30 | $393k | 6.8k | 58.10 |
| 2018-03-31 | $361k | 5.7k | 63.83 |
| 2017-12-31 | $377k | 5.6k | 67.49 |
| 2017-09-30 | $570k | 7.1k | 80.79 |
| 2017-06-30 | $466k | 7.2k | 64.68 |
| 2017-03-31 | $494k | 7.2k | 68.56 |
| 2016-12-31 | $394k | 7.2k | 54.68 |
| 2016-09-30 | $332k | 7.0k | 47.33 |
| 2016-06-30 | $322k | 8.5k | 37.99 |
| 2016-03-31 | $295k | 8.5k | 34.81 |
| 2015-12-31 | $239k | 8.5k | 28.20 |
| 2015-09-30 | $223k | 8.5k | 26.31 |
| 2015-06-30 | $225k | 8.2k | 27.46 |
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