STOCK TITAN

Vanguard Capital Management takes 5.23% position in Advanced Energy (AEIS)

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Advanced Energy Industries Inc reported a 13G filing showing Vanguard Capital Management beneficially owned 1,981,070 shares, representing 5.23% of Common Stock as of 03/31/2026.

The filing states Vanguard Capital Management has sole dispositive power over 1,981,070 shares and sole voting power for 288,693 shares. The filing is signed by a Vanguard officer on 04/29/2026.

Positive

  • None.

Negative

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Insights

Vanguard holds a modest, reportable stake in AEIS at 5.23%.

The filing lists 1,981,070 shares beneficially owned with sole dispositive power held by Vanguard Capital Management. The position meets the >5% reporting threshold and is disclosed on Schedule 13G, indicating passive ownership rather than activist intent.

Monitoring subsequent filings may show changes in percent ownership; any material increase or intentions would require updated disclosures under applicable rules.

Beneficially owned shares 1,981,070 shares Amount beneficially owned as of 03/31/2026
Percent of class 5.23% Percent of Common Stock as reported on Schedule 13G
Sole voting power 288,693 shares Sole power to vote or to direct the vote
Sole dispositive power 1,981,070 shares Sole power to dispose or direct disposition
Schedule 13G regulatory
"Item 1. | (a) | Name of issuer: Advanced Energy Industries Inc"
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.
Beneficially owned financial
"Item 4. | (a) | Amount beneficially owned: 1981070"
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 dispositive power regulatory
"Item 4. | (iii) Sole power to dispose or to direct the disposition of: 1981070"
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.
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007973100

(CUSIP Number)
03/31/2026

(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




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Capital Management LLC and the following affiliates of Vanguard Capital Management LLC or business divisions of such affiliates: Vanguard Asset Management Limited, Vanguard Fiduciary Trust Company, Vanguard Global Advisers, LLC and Vanguard Investments Australia Ltd. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Capital Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Capital Management LLC, or business divisions of such subsidiaries, whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Capital Management
Signature:Ashley Grim
Name/Title:Head of Global Fund Administration
Date:04/29/2026

FAQ

What stake does Vanguard Capital Management report in AEIS?

Vanguard reports beneficial ownership of 1,981,070 shares, equal to 5.23% of AEIS common stock as of 03/31/2026. The filing appears on Schedule 13G and reflects Vanguard's aggregated holdings through its managed accounts and funds.

What voting and dispositive powers does Vanguard report for AEIS shares?

Vanguard reports sole voting power for 288,693 shares and sole dispositive power for 1,981,070 shares. No shared voting or dispositive power is disclosed in the filing; these figures are stated under Item 4 of the Schedule 13G.

Does the Schedule 13G indicate Vanguard is an activist investor in AEIS?

The filing classifies Vanguard as a passive holder reporting under Schedule 13G, not Schedule 13D. It lists beneficial ownership and voting/dispositive powers but does not state activist objectives or plans to influence management or policies.

When was the AEIS 13G filing signed and who signed it?

The Schedule 13G for AEIS was signed on 04/29/2026 by Ashley Grim, Head of Global Fund Administration. The reported ownership values are stated as of 03/31/2026 in the filing.

Does Vanguard report any other entity with more than 5% ownership on behalf of AEIS shareholders?

The filing states no other person's interest exceeds 5% for the securities reported. It notes holdings include securities held by Vanguard funds and managed accounts under Vanguard Capital Management's dispositive authority.