Advanced Energy Industries, Inc.
DE ˙ DB ˙ US0079731008
272,40 € ↑6,90 (2,60%)
2026-06-04
DEL PRIS
SecurityDE:AVX / Advanced Energy Industries, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership21 shares
Latest Disclosed Value $ 6,777
IFP Advisors, Inc ownership in AVX / Advanced Energy Industries, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 21 shares of Advanced Energy Industries, Inc. (DE:AVX) valued at $5,628 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 21 shares of Advanced Energy Industries, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $5,720 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.

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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)
2026-04-13 2026-03-31 13F ADVANCED ENERGY INDS cs 007973100 21 0 0.00 7 50.00 0.0001
2026-02-06 2025-12-31 13F ADVANCED ENERGY INDS cs 007973100 21 -9 -30.00 4 -20.00 0.0001
2026-02-06 2025-09-30 13F/A-1 ADVANCED ENERGY INDS cs 007973100 30 30 5 -66.67 0.0001
2025-12-02 2025-09-30 13F ADVANCED ENERGY INDS cs 007973100 16 16 7 0.0002
2025-07-24 2025-06-30 13F ADVANCED ENERGY INDS cs 007973100 0 -28 -100.00 15 650.00 0.0004
2025-05-05 2025-03-31 13F ADVANCED ENERGY INDS cs 007973100 28 0 0.00 3 -33.33 0.0001
2025-02-04 2024-12-31 13F ADVANCED ENERGY INDS cs 007973100 28 -9 -24.32 3 0.00 0.0001
2025-02-04 2024-09-30 13F ADVANCED ENERGY INDS cs 007973100 37 0 0.00 4 -25.00 0.0001
2024-07-30 2024-06-30 13F ADVANCED ENERGY INDS cs 007973100 37 5 15.62 4 33.33 0.0002
2024-07-30 2024-03-31 13F ADVANCED ENERGY INDS cs 007973100 32 -18 -36.00 3 -40.00 0.0001
2024-01-09 2023-12-31 13F ADVANCED ENERGY INDS cs 007973100 50 25 100.00 5 150.00 0.0003
2023-10-12 2023-09-30 13F ADVANCED ENERGY INDS cs 007973100 25 0 0.00 3 0.00 0.0001
2023-08-14 2023-06-30 13F/A-1 ADVANCED ENERGY INDS cs 007973100 25 0 0.00 3 100.00 0.0001
2023-08-04 2023-06-30 13F ADVANCED ENERGY INDS cs 007973100 25 0 2 0.0001
2023-04-18 2023-03-31 13F ADVANCED ENERGY INDS cs 007973100 25 -7 -21.88 2 0.0001
2023-02-07 2022-12-31 13F ADVANCED ENERGY INDS cs 007973100 32 0 0.00 0 -100.00 0.0001
2022-11-08 2022-09-30 13F ADVANCED ENERGY INDS cs 007973100 32 7 28.00 3 50.00 0.0001
2022-09-06 2022-06-30 13F/A-1 ADVANCED ENERGY INDS cs 007973100 25 0 0.00 2 0.00 0.0001
2022-09-06 2022-03-31 13F/A-1 ADVANCED ENERGY INDS cs 007973100 25 25 2 0.0001
2022-08-08 2022-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 25 25 2 0.0000
2022-01-12 2021-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 0 -51 -100.00 0 -100.00
2021-10-06 2021-09-30 13F ADVANCED ENERGY INDS COM Stock 007973100 51 -944 -94.87 4 -96.43 0.0001
2021-07-13 2021-06-30 13F ADVANCED ENERGY INDS COM Stock 007973100 995 42 4.41 112 7.69 0.0023
2021-04-30 2021-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 953 109 12.91 104 28.40 0.0020
2021-01-25 2020-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 844 -13 -1.52 81 52.83 0.0033
2020-10-29 2020-09-30 13F ADVANCED ENERGY INDS COM Stock 007973100 857 0 0.00 53 -8.62 0.0032
2020-08-05 2020-06-30 13F ADVANCED ENERGY INDS COM Stock 007973100 857 1 0.12 58 26.09 0.0046
2020-05-12 2020-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 856 9 1.06 46 -28.12 0.0046
2020-01-17 2019-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 847 12 1.44 64 33.33 0.0048
2019-11-07 2019-09-30 13F ADVANCED ENERGY INDS COM Stock 007973100 835 835 48 0.0032
2019-05-15 2019-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 0 -920 -100.00 0 -100.00
2019-06-03 2018-12-31 13F/A-10 ADVANCED ENERGY INDS COM Stock 007973100 920 -28 -2.95 39 -20.41 0.0024
2019-01-23 2018-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 920 -28 39 0.0024
2019-06-03 2018-09-30 13F/A-9 ADVANCED ENERGY INDS COM Stock 007973100 948 -62 -6.14 49 -16.95 0.0020
2018-10-25 2018-09-30 13F ADVANCED ENERGY INDS COM Stock 007973100 948 -62 49 0.0020
2019-06-03 2018-06-30 13F/A-8 ADVANCED ENERGY INDS COM Stock 007973100 1,010 -21 -2.04 59 -15.71 0.0025
2018-08-07 2018-06-30 13F ADVANCED ENERGY INDS COM Stock 007973100 1,010 35 59
2019-06-03 2018-03-31 13F/A-7 ADVANCED ENERGY INDS COM Stock 007973100 1,031 0 0.00 70 0.00 0.0032
2018-05-09 2018-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 975 -56 62
2019-06-03 2017-12-31 13F/A-6 ADVANCED ENERGY INDS COM Stock 007973100 1,031 29 2.89 70 -13.58 0.0032
2018-01-24 2017-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 1,031 29 70
2017-10-30 2017-09-30 13F ADVANCED ENERGY INDS COM Stock 007973100 1,002 -24 -2.34 81 22.73 0.0032
2019-06-03 2017-06-30 13F/A-5 ADVANCED ENERGY INDS COM Stock 007973100 1,026 -26 -2.47 66 -8.33 0.0028
2017-07-31 2017-06-30 13F ADVANCED ENERGY INDS COM Stock 007973100 1,026 -26 66
2019-06-03 2017-03-31 13F/A-4 ADVANCED ENERGY INDS COM Stock 007973100 1,052 -47 -4.28 72 20.00 0.0031
2017-04-26 2017-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 1,052 -47 72
2019-06-03 2016-12-31 13F/A-3 ADVANCED ENERGY INDS COM Stock 007973100 1,099 118 12.03 60 30.43 0.0029
2017-02-14 2016-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 1,099 118 60
2016-11-04 2016-09-30 13F ADVANCED ENERGY INDS COM Stock 007973100 981 85 9.49 46 35.29 0.0024
2019-06-03 2016-06-30 13F/A-2 ADVANCED ENERGY INDS COM Stock 007973100 896 821 1,094.67 34 1,033.33 0.0019
2016-08-22 2016-06-30 13F ADVANCED ENERGY INDS COM Stock 007973100 896 821 34
2016-05-02 2016-03-31 13F ADVANCED ENERGY INDS COM Stock 007973100 75 0 0.00 3 50.00 0.0002
2016-02-11 2015-12-31 13F ADVANCED ENERGY INDS COM Stock 007973100 75 75 2 0.0001
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.