Chuck Royce's AEIS Position Overview
Chuck Royce (via Royce & Associates Lp) currently holds 37,176 shares of Advanced Energy Industries, Inc. (AEIS) worth $12 M, representing 0.12% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 52 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -13,900 | Reduce 27.21% | 37,176 | $322.71 |
| Q4 2025 | -10,500 | Reduce 17.05% | 51,076 | $209.37 |
| Q3 2025 | -2,470 | Reduce 3.86% | 61,576 | $170.14 |
| Q2 2025 | +4,020 | Add 6.70% | 64,046 | $132.50 |
| Q1 2025 | -3,600 | Reduce 5.66% | 60,026 | $95.31 |
| Q4 2024 | -5,030 | Reduce 7.33% | 63,626 | $115.63 |
| Q3 2024 | -7,520 | Reduce 9.87% | 68,656 | $105.24 |
| Q2 2024 | -19,090 | Reduce 20.04% | 76,176 | $108.76 |
| Q1 2024 | -11,150 | Reduce 10.48% | 95,266 | $101.98 |
| Q4 2023 | -7,900 | Reduce 6.91% | 106,416 | $108.92 |
| Q3 2023 | -13,685 | Reduce 10.69% | 114,316 | $103.12 |
| Q2 2023 | -19,000 | Reduce 12.93% | 128,001 | $111.45 |
| Q1 2023 | -22,700 | Reduce 13.38% | 147,001 | $98.00 |
| Q4 2022 | -5,600 | Reduce 3.19% | 169,701 | $85.78 |
| Q3 2022 | -21,900 | Reduce 11.11% | 175,301 | $77.41 |
| Q2 2022 | -12,787 | Reduce 6.09% | 197,201 | $72.98 |
| Q1 2022 | +6,961 | Add 3.43% | 209,988 | $86.08 |
| Q4 2021 | +67,100 | Add 49.36% | 203,027 | $91.06 |
| Q3 2021 | -106,831 | Reduce 44.01% | 135,927 | $87.75 |
| Q2 2021 | -96,468 | Reduce 28.44% | 242,758 | $112.71 |
| Q1 2021 | +18,290 | Add 5.70% | 339,226 | $109.17 |
| Q4 2020 | +24,017 | Add 8.09% | 320,936 | $96.97 |
| Q3 2020 | -11,062 | Reduce 3.59% | 296,919 | $62.94 |
| Q2 2020 | -29,052 | Reduce 8.62% | 307,981 | $67.79 |
| Q1 2020 | -45,935 | Reduce 11.99% | 337,033 | $48.49 |
| Q4 2019 | -3,248 | Reduce 0.84% | 382,968 | $71.20 |
| Q3 2019 | -150,261 | Reduce 28.01% | 386,216 | $57.41 |
| Q2 2019 | -152,523 | Reduce 22.14% | 536,477 | $56.27 |
| Q1 2019 | -39,443 | Reduce 5.41% | 689,000 | $49.68 |
| Q4 2018 | -136,667 | Reduce 15.80% | 728,443 | $42.93 |
| Q3 2018 | +213,898 | Add 32.85% | 865,110 | $51.65 |
| Q2 2018 | +373,409 | Add 134.42% | 651,212 | $58.09 |
| Q1 2018 | +86,814 | Add 45.45% | 277,803 | $63.90 |
| Q4 2017 | -60,951 | Reduce 24.19% | 190,989 | $67.48 |
| Q3 2017 | -119,445 | Reduce 32.16% | 251,940 | $80.76 |
| Q2 2017 | -193,500 | Reduce 34.25% | 371,385 | $64.69 |
| Q1 2017 | -127,500 | Reduce 18.41% | 564,885 | $68.56 |
| Q4 2016 | -214,500 | Reduce 23.65% | 692,385 | $54.75 |
| Q3 2016 | -151,662 | Reduce 14.33% | 906,885 | $47.32 |
| Q2 2016 | -102,200 | Reduce 8.80% | 1.06 M | $37.96 |
| Q1 2016 | -275,020 | Reduce 19.15% | 1.16 M | $34.79 |
| Q4 2015 | -169,700 | Reduce 10.57% | 1.44 M | $28.23 |
| Q3 2015 | -65,741 | Reduce 3.93% | 1.61 M | $26.30 |
| Q2 2015 | -256,200 | Reduce 13.29% | 1.67 M | $27.49 |
| Q1 2015 | -810,594 | Reduce 29.61% | 1.93 M | $25.66 |
| Q4 2014 | -351,192 | Reduce 11.37% | 2.74 M | $23.70 |
| Q3 2014 | +69,900 | Add 2.32% | 3.09 M | $18.79 |
| Q2 2014 | +540,137 | Add 21.79% | 3.02 M | $19.25 |
| Q1 2014 | -162,200 | Reduce 6.14% | 2.48 M | $24.50 |
| Q4 2013 | +173,400 | Add 7.03% | 2.64 M | $22.86 |
| Q3 2013 | -225,581 | Reduce 8.37% | 2.47 M | $17.52 |
| Q2 2013 | +2.69 M | Add 0.00% | 2.69 M | $17.41 |
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 52 quarters since Q2 2013.
Chuck Royce's largest addition to Advanced Energy Industries, Inc. (AEIS) was in Q2 2013, adding 2,693,538 shares worth $46.89 M.
According to the latest 13F filing for Q1 2026, Chuck Royce's firm, Royce & Associates Lp, owns 37,176 shares of Advanced Energy Industries, Inc. (AEIS), valued at approximately $12 M.
As of the Q1 2026 filing, Advanced Energy Industries, Inc. (AEIS) represents approximately 0.12% of Chuck Royce's publicly disclosed stock portfolio, making it one of their key holdings.
Chuck Royce's peak holding in Advanced Energy Industries, Inc. (AEIS) was 3,089,194 shares, as reported at the end of Q3 2014.