Advanced Energy Ind (aeis 2.5 09/15/28)
13F holders, Q2 2026 (June 30)10holders −4
3new positions
6sold out
$11.27avg. 13F price*
At the end of Q2 2026, 10 institutions reported holding Advanced Energy Ind (aeis 2.5 09/15/28) in their 13F filings, down 4 from Q1 2026. 3 opened new positions and 6 sold out. The largest holders were Loomis Sayles & Co. L P ($2.9M), Oppenheimer Asset Management Inc. ($432K) and &partners ($218K).
- Company
- Advanced Energy Ind (aeis 2.5 09/15/28)
- CUSIP
- 007973AE0
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $64K |
| Exits | 6 | $84.5M |
All 13F filers, Q1 2026 → Q2 2026: 23,318 shares bought and 35,548,759 shares sold, net −35,525,441 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Loomis Sayles & Co. L P | 0.00% | Reduce -89.8% | 7,704 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -1.9% | 158,000 | $432K |
| &partners | 0.00% | Reduce -3.6% | 80,000 | $218K |
| Stephens Inc. | 0.00% | Reduce -4.0% | 48,000 | $131K |
| Commonwealth Equity Services, LLC | 0.00% | New | 17,000 | $46K |
| MML Investors Services, LLC | 0.00% | No change | 17,000 | $46K |
| Lanark Financial, Inc. | 0.00% | New | 5,000 | $14K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 1,318 | $4K |
| Oddo BHF Asset Management Sas | 0.00% | Reduce -2.0% | 98 | $268 |
| Altshuler Shaham Ltd | 0.00% | No change | 1 | $15 |
"% of holder's portfolio" is ADVANCED ENERGY IND (AEIS 2.5 09/15/28)'s weight in each manager's 13F, not the share of Advanced Energy Ind (aeis 2.5 09/15/28) the manager owns.