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Advanced Energy Industries shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of Advanced Energy Industries (AEIS) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in Advanced Energy Industries

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All positions including Advanced Energy Industries held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Advanced Energy Industries by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $82k 255 322.71
2026-03-31 $95k 255 372.87
2025-12-31 $22k 106 209.37

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding Advanced Energy Industries

BlackRock
Vanguard Portfolio Management
Vanguard Capital Management
Ameriprise Financial
State Street Corporation
FMR
Invesco
Jane Street
Bank of America Corporation
Earnest Partners
Geode Capital Management
Franklin Resources
Dimensional Fund Advisors
D. E. Shaw & Co
Jennifer Ranahan

View all funds holding Advanced Energy Industries