SCHEDULE: FMR LLC, Abigail Johnson Report 5.2% Stake in Advanced Energy
Beneficial Ownership Report
FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, disclosing a 5.2% beneficial ownership stake in Advanced Energy Industries Inc. common stock as of December 31, 2025.
Summary
- FMR LLC and Abigail P. Johnson jointly reported beneficial ownership of 1,962,779.96 shares of Advanced Energy Industries Inc. common stock.
- This represents 5.2% of the total outstanding common stock of Advanced Energy Industries Inc.
- FMR LLC holds sole voting power over 1,954,576.11 shares and sole dispositive power over 1,962,779.96 shares.
- Abigail P. Johnson holds sole dispositive power over 1,962,779.96 shares, with no sole or shared voting power.
- The filing is an Amendment No. 5, indicating an ongoing reporting relationship.
- FMR LLC is classified as a parent holding company, and Abigail P. Johnson is classified as an individual.
- The filing confirms that while FMR LLC holds shares for various persons, no single other person's interest exceeds five percent of the total outstanding common stock.
Sentiment
Score: 6
Explanation: StockSavvy.ai views this as a neutral filing. It is a standard disclosure of beneficial ownership by a large institutional investor, providing transparency without indicating any significant positive or negative operational or strategic developments for the issuer.
Positives
- The continued significant stake by a major institutional investor like FMR LLC may signal confidence in Advanced Energy Industries Inc.
- The filing clarifies the ownership structure of FMR LLC and Abigail P. Johnson, providing transparency.
Negatives
- The filing itself does not contain negative information about Advanced Energy Industries Inc. It is a disclosure of ownership.
Risks
- NA
Future Outlook
NA
Management Comments
- 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.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are routine disclosures by passive institutional investors holding more than 5% of a company's stock. This filing indicates FMR LLC's continued presence as a significant shareholder in Advanced Energy Industries Inc., a common occurrence for large asset managers across various industries.
Stakeholder Impact
- Shareholders: Provides transparency regarding a significant institutional shareholder's stake, which can be a factor in investor confidence.
- Management: Awareness of a large, passive institutional holder.
Next Steps
- FMR LLC and Abigail P. Johnson will continue to file amendments to Schedule 13G or switch to Schedule 13D if their intent changes from passive investment or if their ownership percentage significantly changes.
Key Dates
| Date | Description |
|---|---|
| 2023-01-03 | Effective date of Power of Attorney for FMR LLC. |
| 2023-01-10 | Date of Schedule 13G filing by FMR LLC where Power of Attorney (accession number: -23-000003) was incorporated by reference. |
| 2023-01-26 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 2023-01-31 | Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney (accession number: -23-000038) was incorporated by reference. |
| 2025-12-31 | Date of event which requires filing of this statement (reporting period end for beneficial ownership). |
| 2026-02-04 | Date of joint filing agreement and signature date for FMR LLC and Abigail P. Johnson for this Schedule 13G. |
Keywords
Advanced Energy Industries Inc, AEIS, FMR LLC, Abigail P. Johnson, Schedule 13G, beneficial ownership, institutional investor, common stock, SEC filing, equity stake, investment management
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