Advanced Energy Industries, Inc.
DE ˙ DB ˙ US0079731008
252,10 € ↓ -17,00 (-6,32%)
2026-06-01
DEL PRIS
SecurityDE:AVX / Advanced Energy Industries, Inc.
InstitutionEngineers Gate Manager LP
Latest Disclosed Ownership4,835 shares
Latest Disclosed Value $ 1,560,302
Engineers Gate Manager LP reports 57.70% increase in ownership of AVX / Advanced Energy Industries, Inc.

On May 15, 2026 - Engineers Gate Manager LP filed a 13F-HR form disclosing ownership of 4,835 shares of Advanced Energy Industries, Inc. (DE:AVX) valued at $1,295,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 3,066 shares of Advanced Energy Industries, Inc.. This represents a change in shares of 57.70% during the quarter. The current value of the position is $1,218,904 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ADVANCED ENERGY INDS COM 007973100 4,835 1,769 57.70 1,560 143.37 0.0195
2026-02-17 2025-12-31 13F ADVANCED ENERGY INDS COM 007973100 3,066 125 4.25 642 28.20 0.0076
2025-11-14 2025-09-30 13F ADVANCED ENERGY INDS COM 007973100 2,941 -4,216 -58.91 500 -47.26 0.0057
2025-08-14 2025-06-30 13F ADVANCED ENERGY INDS COM 007973100 7,157 -24,504 -77.39 948 -68.58 0.0118
2025-05-15 2025-03-31 13F ADVANCED ENERGY INDS COM 007973100 31,661 27,203 610.21 3,018 485.83 0.0509
2025-02-14 2024-12-31 13F ADVANCED ENERGY INDS COM 007973100 4,458 -5,243 -54.05 515 -49.51 0.0090
2024-11-14 2024-09-30 13F ADVANCED ENERGY INDS COM 007973100 9,701 9,701 1,021 0.0199
2024-08-14 2024-06-30 13F ADVANCED ENERGY INDS COM 007973100 0 -2,465 -100.00 0 -100.00
2024-05-15 2024-03-31 13F ADVANCED ENERGY INDS COM 007973100 2,465 2,465 251 0.0066
2023-11-14 2023-09-30 13F ADVANCED ENERGY INDS COM 007973100 0 -3,420 -100.00 0 -100.00
2023-08-14 2023-06-30 13F ADVANCED ENERGY INDS COM 007973100 3,420 -3,529 -50.78 381 -44.05 0.0144
2023-05-15 2023-03-31 13F ADVANCED ENERGY INDS COM 007973100 6,949 2,198 46.26 681 67.32 0.0285
2023-02-14 2022-12-31 13F ADVANCED ENERGY INDS COM 007973100 4,751 4,751 408 0.0245
2022-02-14 2021-12-31 13F ADVANCED ENERGY INDS COM 007973100 0 -3,817 -100.00 0 -100.00
2021-11-15 2021-09-30 13F ADVANCED ENERGY INDS COM 007973100 3,817 3,817 335 0.0191
2021-08-16 2021-06-30 13F ADVANCED ENERGY INDS COM 007973100 0 -3,650 -100.00 0 -100.00
2021-05-17 2021-03-31 13F ADVANCED ENERGY INDS COM 007973100 3,650 -1,669 -31.38 398 -22.87 0.0197
2021-02-16 2020-12-31 13F ADVANCED ENERGY INDS COM 007973100 5,319 263 5.20 516 62.26 0.0224
2020-11-16 2020-09-30 13F ADVANCED ENERGY INDS COM 007973100 5,056 -3,953 -43.88 318 -47.95 0.0149
2020-08-17 2020-06-30 13F ADVANCED ENERGY INDS COM 007973100 9,009 -6,004 -39.99 611 -16.07 0.0311
2020-05-15 2020-03-31 13F ADVANCED ENERGY INDS COM 007973100 15,013 15,013 728 0.0524
2019-05-15 2019-03-31 13F ADVANCED ENERGY INDS COM 007973100 0 -9,726 -100.00 0 -100.00
2019-02-14 2018-12-31 13F ADVANCED ENERGY INDS COM 007973100 9,726 -53,117 -84.52 418 -87.12 0.0335
2018-11-01 2018-09-30 13F ADVANCED ENERGY INDS COM 007973100 62,843 23,941 61.54 3,246 43.63 0.2494
2018-08-03 2018-06-30 13F ADVANCED ENERGY INDS COM 007973100 38,902 38,902 2,260 0.1761
2017-11-13 2017-09-30 13F ADVANCED ENERGY INDS COM 007973100 0 -4,472 -100.00 0 -100.00
2017-08-10 2017-06-30 13F ADVANCED ENERGY INDS COM 007973100 4,472 4,472 289 0.0260
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.