Advanced Energy Industries, Inc.
DE ˙ DB ˙ US0079731008
272,40 € ↑6,90 (2,60%)
2026-06-04
DEL PRIS
SecurityDE:AVX / Advanced Energy Industries, Inc.
InstitutionPeterson Wealth Services
Latest Disclosed Ownership6,316 shares
Latest Disclosed Value $ 2,038,399
Peterson Wealth Services reports 1.30% decrease in ownership of AVX / Advanced Energy Industries, Inc.

On April 30, 2026 - Peterson Wealth Services filed a 13F-HR form disclosing ownership of 6,316 shares of Advanced Energy Industries, Inc. (DE:AVX) valued at $1,692,688 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 6,399 shares of Advanced Energy Industries, Inc.. This represents a change in shares of -1.30% during the quarter. The current value of the position is $1,720,478 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)
2026-04-30 2026-03-31 13F ADVANCED ENERGY INDUSTRIES COM 007973100 6,316 -83 -1.30 2,038 52.20 0.5037
2026-02-12 2025-12-31 13F ADVANCED ENERGY INDUSTRIES COM 007973100 6,399 2,646 70.50 1,340 20.85 0.3426
2025-11-04 2025-09-30 13F ADVANCED ENERGY INDUSTRIES COM 007973100 3,753 -2,739 -42.19 1,109 28.84 0.2736
2025-07-31 2025-06-30 13F ADVANCED ENERGY INDUSTRIES COM 007973100 6,492 -2 -0.03 860 39.16 0.2357
2025-05-05 2025-03-31 13F ADVANCED ENERGY INDUSTRIES COM 007973100 6,494 -2,123 -24.64 619 -37.95 0.1918
2025-01-29 2024-12-31 13F ADVANCED ENERGY INDUSTRIES COM 007973100 8,617 528 6.53 996 17.04 0.2991
2024-11-07 2024-09-30 13F ADVANCED ENERGY INDUSTRIES COM 007973100 8,089 1,018 14.40 851 10.66 0.2719
2024-07-30 2024-06-30 13F ADVANCED ENERGY INDS COM 007973100 7,071 823 13.17 769 20.72 0.2688
2024-05-01 2024-03-31 13F ADVANCED ENERGY INDS COM 007973100 6,248 4,350 229.19 637 209.22 0.2320
2024-01-31 2023-12-31 13F ADVANCED ENERGY INDS COM 007973100 1,898 1,898 207 0.0886
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.