A detailed history of Mount Yale Investment Advisors, LLC transactions in Advanced Energy Industries Inc stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 5,068 shares of AEIS stock, worth $1.03 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,068
Previous 729 595.2%
Holding current value
$1.03 Million
Previous $96,000 797.92%
% of portfolio
0.06%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025

BUY
$133.59 - $176.59 $579,647 - $766,224
4,339 Added 595.2%
5,068 $862,000
Q2 2025

Aug 12, 2025

BUY
$79.03 - $133.84 $57,612 - $97,569
729 New
729 $96,000
Q4 2021

Feb 02, 2022

SELL
$84.4 - $95.15 $271,768 - $306,383
-3,220 Closed
0 $0
Q3 2021

Nov 02, 2021

BUY
$82.73 - $111.0 $1,158 - $1,554
14 Added 0.44%
3,220 $283,000
Q2 2021

Aug 04, 2021

SELL
$85.48 - $120.33 $5,812 - $8,182
-68 Reduced 2.08%
3,206 $361,000
Q1 2021

May 04, 2021

SELL
$96.33 - $124.05 $12,233 - $15,754
-127 Reduced 3.73%
3,274 $357,000
Q4 2020

Feb 12, 2021

BUY
$61.72 - $102.33 $209,909 - $348,024
3,401 New
3,401 $330,000
Q4 2018

Feb 14, 2019

SELL
$38.84 - $52.56 $28,547 - $38,631
-735 Closed
0 $0
Q3 2018

Nov 13, 2018

SELL
$50.55 - $62.34 $59,497 - $73,374
-1,177 Reduced 61.56%
735 $33,000
Q2 2018

Aug 22, 2018

BUY
$57.94 - $69.18 $2,027 - $2,421
35 Added 1.86%
1,912 $111,000
Q1 2018

Jun 25, 2018

BUY
$62.32 - $77.53 $116,974 - $145,523
1,877 New
1,877 $120,000

Others Institutions Holding AEIS

About ADVANCED ENERGY INDUSTRIES INC


  • Ticker AEIS
  • Exchange NASDAQ
  • Sector Industrials
  • Industry Electrical Equipment & Parts
  • Shares Outstandng 37,359,000
  • Market Cap $7.56B
  • Description
  • Advanced Energy Industries, Inc. designs, manufactures, sells, and supports precision power conversion, measurement, and control solutions worldwide. It offers plasma power solutions, including direct current (DC), pulsed DC, low frequency alternating current, high voltage, and radio frequency (RF) power supplies, as well as RF power supplies, R...
More about AEIS
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