SCHEDULE: FMR LLC & Abigail Johnson Boost Stake in Advanced Energy
Beneficial Ownership Report
FMR LLC and Abigail P. Johnson reported an aggregate beneficial ownership of 7.4% of Advanced Energy Industries Inc. common stock as of September 30, 2025.
Summary
- FMR LLC and Abigail P. Johnson, as reporting persons, collectively beneficially own 2,803,703.28 shares of Advanced Energy Industries Inc. common stock.
- This aggregate ownership represents 7.4% of the total outstanding common stock of Advanced Energy Industries Inc.
- FMR LLC holds sole voting power over 2,797,689.91 shares and sole dispositive power over 2,803,703.28 shares.
- Abigail P. Johnson holds sole dispositive power over 2,803,703.28 shares, with no sole or shared voting power reported directly.
- The securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing the control of Advanced Energy Industries Inc.
- FMR LLC is identified as a parent holding company, and Abigail P. Johnson is a Director, Chairman, and CEO of FMR LLC, and part of the controlling family group of FMR LLC.
- Several FMR LLC subsidiaries and affiliates, including Fidelity Management & Research Company LLC, beneficially own shares of the security class.
Sentiment
Score: 6
Explanation: The filing is a routine beneficial ownership disclosure, indicating a significant institutional stake by FMR LLC and its affiliates. While not directly impacting operational performance, it signals continued institutional confidence, which is generally a neutral to slightly positive indicator.
Positives
- The disclosure of a significant 7.4% stake by a major institutional investor like FMR LLC and its affiliates can be viewed as a vote of confidence in Advanced Energy Industries Inc.
Future Outlook
This filing is a disclosure of beneficial ownership and does not contain forward-looking statements or guidance regarding Advanced Energy Industries Inc.'s future performance.
Management Comments
- "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."
Industry Context
This is a routine institutional ownership disclosure for Advanced Energy Industries Inc., a company operating in power conversion, measurement, and control solutions. The filing reflects a significant, but passive, stake by a major asset manager, FMR LLC, which is common across various industries for publicly traded companies.
Stakeholder Impact
- Shareholders: The disclosure provides transparency regarding significant institutional ownership, which can influence investor sentiment and perception of the company's stability and attractiveness to large funds.
Key Dates
| Date | Description |
|---|---|
| 01/03/2023 | Effective date of Power of Attorney for FMR LLC. |
| 01/10/2023 | Date of filing of Exhibit 24 to Schedule 13G by FMR LLC, incorporated by reference. |
| 01/26/2023 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 01/31/2023 | Date of filing of Exhibit 24 to Schedule 13G by FMR LLC, incorporated by reference for Abigail P. Johnson. |
| 09/30/2025 | Date of the event which requires the filing of this statement (beneficial ownership snapshot). |
| 11/04/2025 | Signature date of the Schedule 13G filing. |
Keywords
Advanced Energy Industries, FMR LLC, Abigail P. Johnson, Institutional Ownership, Schedule 13G, Common Stock, AEIS, Beneficial Ownership
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