AEIS β€” Advanced Energy Inds

Ownership history in Dean Capital Management  Β·  17 quarters on record

AI Ownership Summary

Dean Capital Management reported Advanced Energy Inds (AEIS) in 17 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.87% in 2025 Q3. The latest visible filing shows AEIS at 1.68% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AEIS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Dean Capital Management's position in Advanced Energy Inds, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AEIS was reported at 1.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.87% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Dean Capital Management held AEIS β€” position size vs. price
% of Fund (quarterly)    AEIS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 18,804 -9,424 -33.4% 1.68% $3.9M 2026-02-14 (Est.) $314.18
2025 Q3 REDUCED 28,228 -2,422 -7.9% 1.87% $4.8M 2025-11-14 $202.32
2025 Q2 REDUCED 30,650 -4,560 -13.0% 1.67% $4.1M 2025-08-14 $161.65
2025 Q1 REDUCED 35,210 -425 -1.2% 1.46% $3.4M 2025-05-16 $117.88
2024 Q4 ADDED 35,635 +15,504 +77.0% 1.75% $4.1M 2025-02-14 $123.88
2024 Q3 ADDED 20,131 +14,218 +240.5% 0.90% $2.1M 2024-11-14 $111.70
2024 Q2 REDUCED 5,913 -359 -5.7% 0.83% $643K 2024-08-14 $100.41
10 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Dean Capital Management and AEIS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Dean Capital Management reported owning AEIS?

Dean Capital Management reported AEIS across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported AEIS position in Dean Capital Management's portfolio?

The largest reported portfolio weight for AEIS was 1.87% in 2025 Q3.

What is the latest reported AEIS position on this page?

The most recent filing on this page is 2025 Q4, when Dean Capital Management reported 18,804 shares, equal to 1.68% of portfolio, with an estimated market value of $3.9M.

What does the chart on this AEIS ownership page compare?

The chart compares Dean Capital Management's quarterly AEIS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Dean Capital Management Holdings