STOCK TITAN

BlackRock (AEIS shareholder) discloses 9.9% beneficial stake in Advanced Energy Industries

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

BlackRock, Inc. reports its beneficial ownership of common stock of Advanced Energy Industries, Inc. in an amended Schedule 13G filing. As of June 30, 2026, BlackRock reports beneficial ownership of 3,747,567 shares, representing 9.9% of the company’s common stock.

BlackRock has sole voting power over 3,643,433 shares and sole dispositive power over 3,747,567 shares, with no shared voting or dispositive power. The shares are held by certain BlackRock business units for various underlying clients, and no single other person is reported to have an interest in more than 5% of the outstanding common shares.

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Beneficial ownership 3,747,567 shares Shares of Advanced Energy Industries common stock beneficially owned by BlackRock as of June 30, 2026
Percent of class 9.9% Percentage of Advanced Energy Industries common stock class beneficially owned by BlackRock
Sole voting power 3,643,433 shares Number of AEIS shares over which BlackRock has sole power to vote or direct the vote
Shared voting power 0 Number of AEIS shares over which BlackRock has shared power to vote
Sole dispositive power 3,747,567 shares Number of AEIS shares over which BlackRock has sole power to dispose or direct disposition
Shared dispositive power 0 Number of AEIS shares over which BlackRock has shared power to dispose
Amendment number Amendment No. 5 Amendment number to Schedule 13G filed by BlackRock regarding AEIS
beneficially owned financial
"reflects the securities beneficially owned, or deemed to be beneficially owned"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 3,643,433.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 3,747,567.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
Schedule 13G regulatory
"A listing of the shareholders of an investment company registered under the Investment Company Act of 1940"
A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.
percent of class financial
"Percent of class: 9.9 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

How much of Advanced Energy Industries (AEIS) stock does BlackRock own in this filing?

BlackRock reports beneficial ownership of 3,747,567 shares of Advanced Energy Industries common stock, representing 9.9% of the outstanding class as of June 30, 2026. This ownership is held through certain BlackRock business units.

What voting power does BlackRock report over AEIS shares?

BlackRock reports sole voting power over 3,643,433 AEIS shares and no shared voting power. This means only BlackRock’s reporting business units may vote or direct the vote for that number of shares.

What dispositive power does BlackRock have over AEIS (ticker AEIS) shares?

BlackRock reports sole dispositive power over 3,747,567 AEIS shares and no shared dispositive power. Sole dispositive power refers to the authority to dispose of or direct the disposition of those shares.

Does any other investor hold more than 5% of AEIS through BlackRock’s positions?

BlackRock states that various persons have rights to dividends or sale proceeds for AEIS shares held, but that no one person’s interest exceeds 5% of AEIS total outstanding common shares.

What type of SEC filing is this for Advanced Energy Industries (AEIS)?

This is an Amendment No. 5 to Schedule 13G, where BlackRock, Inc. updates its beneficial ownership information for AEIS common stock, including total shares owned, percentage of class, and voting and dispositive powers.

Who signed the AEIS Schedule 13G/A filing on behalf of BlackRock?

The filing is signed by Spencer Fleming, identified as a Managing Director of BlackRock, Inc., dated July 27, 2026, with a referenced Power of Attorney in Exhibit 24.





007973100

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



BlackRock, Inc.
Signature:Spencer Fleming
Name/Title:Managing Director
Date:07/27/2026
Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7