BlackRock reports 5.3% stake in Advanced Energy

Advanced Energy Industries Inc ownership filing shows BlackRock Portfolio Management LLC reports beneficial ownership of 2,027,896 shares of Common Stock, representing 5.3% of the class as reported 03/31/2026.

Rhea-AI Filing Summary

Advanced Energy Industries Inc ownership filing shows BlackRock Portfolio Management LLC reports beneficial ownership of 2,027,896 shares of Common Stock, representing 5.3% of the class as reported 03/31/2026. The filing lists sole voting power for 1,894,765 shares and sole dispositive power for 2,027,896 shares. The disclosure notes holdings reflect certain Reporting Business Units of BlackRock and describes dividend/proceeds beneficiaries in Item 6.

Insights

Institutional Ownership Analyst

BlackRock reports a >5% stake in AEIS with full dispositive authority for reported shares.

BlackRock Portfolio Management LLC states beneficial ownership of 2,027,896 shares (5.3%) as of 03/31/2026. The filing shows sole voting power over 1,894,765 shares, indicating direct control of voting on most of the position.

Ownership is attributed to specified Reporting Business Units; Item 6 clarifies various persons may receive dividends or sale proceeds, and no single outside person holds over 5%. Subsequent filings will show any material changes in stake.

Key Figures

Beneficial ownership: 2,027,896 shares Percent of class: 5.3% Sole voting power: 1,894,765 shares +2 more

5 metrics

Beneficial ownership 2,027,896 shares as of 03/31/2026

Percent of class 5.3% percentage of common stock

Sole voting power 1,894,765 shares shares with sole voting power listed in Item 4

Sole dispositive power 2,027,896 shares shares with sole dispositive power listed in Item 4

Filing date / signature Signed 04/29/2026 signature block date

Key Terms

Schedule 13G, beneficial ownership, sole dispositive power, Reporting Business Units

4 terms

Schedule 13G regulatory

"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.

beneficial ownership financial

"Amount beneficially owned: 2027896"

Beneficial ownership means the person or entity that actually enjoys the benefits of owning shares or other assets — such as receiving dividends, voting rights, or price gains — even if the legal title is held in another name. For investors it matters because knowing who truly controls and profits from a company reveals who can influence decisions, exposes potential conflicts of interest or hidden concentration of power, and affects transparency and risk in the stock.

sole dispositive power regulatory

"Sole power to dispose or to direct the disposition of: 2027896"

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.

Reporting Business Units financial

"beneficially owned by certain business units (collectively, the "Reporting Business Units")"

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What stake does BlackRock report in AEIS?

BlackRock Portfolio Management LLC reports beneficial ownership of 2,027,896 shares, equal to 5.3% of Advanced Energy Industries' common stock as of 03/31/2026. This figure is shown in Item 4 of the Schedule 13G filing.

How much voting power does BlackRock hold in AEIS?

The filing states BlackRock has sole voting power over 1,894,765 shares. It reports 0 shared voting power, indicating unilateral voting control for that portion of the reported position.

Does BlackRock control disposition of the AEIS shares?

Yes; the Schedule 13G lists sole dispositive power for 2,027,896 shares, meaning BlackRock can direct the sale or transfer of the reported shares as of the filing date.

What date does the Schedule 13G position reference?

The beneficial ownership amount and percentage are reported with an as-of date of 03/31/2026, and the filing is signed on 04/29/2026, per the signature block in the document.

Are these holdings held by a single BlackRock fund or multiple units?

The filing states the shares are beneficially owned by certain Reporting Business Units of BlackRock, Inc.; it does not attribute the shares to a single fund and aggregates holdings across those units.

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

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Accepted by SEC EDGAR 04/29/2026 - 04:08 PM EDT Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

ADVANCED ENERGY INDUSTRIES INC

(Name of Issuer)

Common Stock

(Title of Class of Securities)

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

CUSIP Number(s): 007973100

1

Names of Reporting Persons

BlackRock Portfolio Management LLC

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,894,765.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 2,027,896.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

2,027,896.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

5.3 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: ADVANCED ENERGY INDUSTRIES INC
(b)	Address of issuer's principal executive offices: 1595 WYNKOOP STREET SUITE 800 DENVER CO 80202
Item 2.
(a)	Name of person filing: BlackRock Portfolio Management LLC 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 certain business units (collectively, the "Reporting Business Units") of BlackRock, Inc. and its subsidiaries and affiliates. It does not include securities, if any, beneficially owned by other business units whose beneficial ownership of securities are disaggregated from that of the Reporting Business Units in accordance with such release.
(b)	Address or principal business office or, if none, residence: BlackRock Portfolio Management LLC, 50 Hudson Yards New York, NY 10001
(c)	Citizenship: See Item 4 of Cover Page
(d)	Title of class of securities: Common Stock
(e)	CUSIP Number(s): 007973100
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 2027896
(b)	Percent of class: 5.3 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1894765
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 2027896
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. Various persons have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of the common stock of ADVANCED ENERGY INDUSTRIES INC. No one person's interest in the common stock of ADVANCED ENERGY INDUSTRIES INC is more than five percent of the total outstanding common shares.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	If a parent holding company has filed this schedule, pursuant to Rule 13d-1(b)(ii)(G), so indicate under Item 3(g) and attach an exhibit stating the identity and the Item 3 classification of the relevant subsidiary. If a parent holding company has filed this schedule pursuant to Rule 13d-1(c) or Rule 13d-1(d), attach an exhibit stating the identification of the relevant subsidiary. See Exhibit 99
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

BlackRock Portfolio Management LLC

Signature:	Spencer Fleming
Name/Title:	Managing Director
Date:	04/29/2026

Exhibit Information

Exhibit 24: Power of Attorney Exhibit 99: Item 7