SCHEDULE: FMR LLC Reports 3.8% Stake in Advanced Energy Industries
Beneficial Ownership Filing
FMR LLC and Abigail P. Johnson have reported beneficial ownership of 3.8% of Advanced Energy Industries Inc.'s common stock as of June 30, 2026.
Summary
- FMR LLC and Abigail P. Johnson have filed a Schedule 13G, indicating their beneficial ownership of 1,441,862.87 shares of Advanced Energy Industries Inc. common stock.
- This ownership stake represents 3.8% of the class of securities.
- The filing is an amendment (Amendment No. 6) and the date of the event requiring the filing is June 30, 2026.
- FMR LLC is classified as a holding company (HC) and Abigail P. Johnson is classified as an investment company (IN).
- The filing confirms that no single other person's interest in the common stock exceeds five percent.
Sentiment
Score: 5
Explanation: StockSavvy.ai views this filing as neutral, as it primarily reports on beneficial ownership changes and does not contain operational or financial performance updates.
Positives
- FMR LLC and Abigail P. Johnson maintain a significant, though not controlling, stake in the company.
- The filing clarifies the beneficial ownership structure, providing transparency to the market.
Negatives
- The filing does not provide any information on the company's operational performance or future prospects.
Risks
- The filing does not explicitly mention any risks related to the company's operations or financial health.
Future Outlook
This filing does not contain any forward-looking statements or guidance regarding the company's future performance.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are common for institutional investors and investment advisors to report passive stakes in public companies. This filing indicates FMR LLC's continued investment interest in Advanced Energy Industries Inc.
Stakeholder Impact
- Shareholders gain clarity on the ownership structure and the significant stake held by FMR LLC and Abigail P. Johnson.
Key Dates
| Date | Description |
|---|---|
| 01/03/2023 | Effective date of Power of Attorney for FMR LLC. |
| 01/31/2023 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 06/30/2026 | Date of event which requires filing of this statement. |
| 08/05/2026 | Date of joint filing agreement and signature date. |
Keywords
beneficial ownership, Schedule 13G, FMR LLC, Abigail P. Johnson, Advanced Energy Industries, investment company, holding company
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