Chuck Royce's AEIS Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 61,576 shares of Advanced Energy Industries, Inc. (AEIS) worth $10.48 M, representing 0.10% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Chuck Royce has maintained a long-term strategic position in AEIS, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2014, adding 540,137 shares. Largest reduction occurred in Q1 2015, reducing 810,594 shares.
Analysis based on 13F filings available since 2013 Q2
Chuck Royce's Advanced Energy Industries (AEIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Energy Industries (AEIS) Trades by Chuck Royce
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +2.69 M | Add 0.00% | 2.69 M | $17.41 |
| Q3 2013 | -225,581 | Reduce 8.37% | 2.47 M | $17.52 |
| Q4 2013 | +173,400 | Add 7.03% | 2.64 M | $22.86 |
| Q1 2014 | -162,200 | Reduce 6.14% | 2.48 M | $24.50 |
| Q2 2014 | +540,137 | Add 21.79% | 3.02 M | $19.25 |
| Q3 2014 | +69,900 | Add 2.32% | 3.09 M | $18.79 |
| Q4 2014 | -351,192 | Reduce 11.37% | 2.74 M | $23.70 |
| Q1 2015 | -810,594 | Reduce 29.61% | 1.93 M | $25.66 |
| Q2 2015 | -256,200 | Reduce 13.29% | 1.67 M | $27.49 |
| Q3 2015 | -65,741 | Reduce 3.93% | 1.61 M | $26.30 |
| Q4 2015 | -169,700 | Reduce 10.57% | 1.44 M | $28.23 |
| Q1 2016 | -275,020 | Reduce 19.15% | 1.16 M | $34.79 |
| Q2 2016 | -102,200 | Reduce 8.80% | 1.06 M | $37.96 |
| Q3 2016 | -151,662 | Reduce 14.33% | 906,885 | $47.32 |
| Q4 2016 | -214,500 | Reduce 23.65% | 692,385 | $54.75 |
| Q1 2017 | -127,500 | Reduce 18.41% | 564,885 | $68.56 |
| Q2 2017 | -193,500 | Reduce 34.25% | 371,385 | $64.69 |
| Q3 2017 | -119,445 | Reduce 32.16% | 251,940 | $80.76 |
| Q4 2017 | -60,951 | Reduce 24.19% | 190,989 | $67.48 |
| Q1 2018 | +86,814 | Add 45.45% | 277,803 | $63.90 |
| Q2 2018 | +373,409 | Add 134.42% | 651,212 | $58.09 |
| Q3 2018 | +213,898 | Add 32.85% | 865,110 | $51.65 |
| Q4 2018 | -136,667 | Reduce 15.80% | 728,443 | $42.93 |
| Q1 2019 | -39,443 | Reduce 5.41% | 689,000 | $49.68 |
| Q2 2019 | -152,523 | Reduce 22.14% | 536,477 | $56.27 |
| Q3 2019 | -150,261 | Reduce 28.01% | 386,216 | $57.41 |
| Q4 2019 | -3,248 | Reduce 0.84% | 382,968 | $71.20 |
| Q1 2020 | -45,935 | Reduce 11.99% | 337,033 | $48.49 |
| Q2 2020 | -29,052 | Reduce 8.62% | 307,981 | $67.79 |
| Q3 2020 | -11,062 | Reduce 3.59% | 296,919 | $62.94 |
| Q4 2020 | +24,017 | Add 8.09% | 320,936 | $96.97 |
| Q1 2021 | +18,290 | Add 5.70% | 339,226 | $109.17 |
| Q2 2021 | -96,468 | Reduce 28.44% | 242,758 | $112.71 |
| Q3 2021 | -106,831 | Reduce 44.01% | 135,927 | $87.75 |
| Q4 2021 | +67,100 | Add 49.36% | 203,027 | $91.06 |
| Q1 2022 | +6,961 | Add 3.43% | 209,988 | $86.08 |
| Q2 2022 | -12,787 | Reduce 6.09% | 197,201 | $72.98 |
| Q3 2022 | -21,900 | Reduce 11.11% | 175,301 | $77.41 |
| Q4 2022 | -5,600 | Reduce 3.19% | 169,701 | $85.78 |
| Q1 2023 | -22,700 | Reduce 13.38% | 147,001 | $98.00 |
| Q2 2023 | -19,000 | Reduce 12.93% | 128,001 | $111.45 |
| Q3 2023 | -13,685 | Reduce 10.69% | 114,316 | $103.12 |
| Q4 2023 | -7,900 | Reduce 6.91% | 106,416 | $108.92 |
| Q1 2024 | -11,150 | Reduce 10.48% | 95,266 | $101.98 |
| Q2 2024 | -19,090 | Reduce 20.04% | 76,176 | $108.76 |
| Q3 2024 | -7,520 | Reduce 9.87% | 68,656 | $105.24 |
| Q4 2024 | -5,030 | Reduce 7.33% | 63,626 | $115.63 |
| Q1 2025 | -3,600 | Reduce 5.66% | 60,026 | $95.31 |
| Q2 2025 | +4,020 | Add 6.70% | 64,046 | $132.50 |
| Q3 2025 | -2,470 | Reduce 3.86% | 61,576 | $170.14 |
Chuck Royce's Advanced Energy Industries Investment FAQs
Chuck Royce first purchased Advanced Energy Industries, Inc. (AEIS) in Q2 2013, acquiring 2,693,538 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce has held Advanced Energy Industries, Inc. (AEIS) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's largest addition to Advanced Energy Industries, Inc. (AEIS) was in Q2 2013, adding 2,693,538 shares worth $46.89 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Chuck Royce's firm, Royce & Associates Lp, owns 61,576 shares of Advanced Energy Industries, Inc. (AEIS), valued at approximately $10.48 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Advanced Energy Industries, Inc. (AEIS) represents approximately 0.10% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chuck Royce's peak holding in Advanced Energy Industries, Inc. (AEIS) was 3,089,194 shares, as reported at the end of Q3 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.