Who Owns Advanced Energy Company?

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Who Owns Advanced Energy Industries?

Advanced Energy Industries, Inc. is a global leader in precision power conversion solutions. Founded in 1981, the company has grown significantly, serving critical industries like semiconductor manufacturing and data centers.

Understanding the ownership of Advanced Energy is key to grasping its strategic direction and governance. As a publicly traded company, its ownership is distributed among various stakeholders.

Who owns Advanced Energy Industries, Inc.?

Advanced Energy Industries, Inc. is a publicly traded company on the Nasdaq Global Select Market under the ticker symbol AEIS. As of July 2025, its ownership is primarily held by institutional investors, with a market capitalization of approximately $5.09 billion and 37.7 million shares outstanding. This public status means that a significant portion of the company is owned by investment funds, mutual funds, and other financial institutions. A smaller percentage is held by company insiders, including executives and directors, and by individual retail investors. The company's evolution from its founding in 1981 by Doug Schatz and associates to its current status as a multinational technology provider has seen its ownership base diversify considerably, reflecting its growth and integration into global markets. The company's product portfolio includes advanced power solutions, such as those analyzed in an Advanced Energy BCG Matrix, which are vital for sectors ranging from telecommunications to electric vehicles.

Advanced Energy Industries, Inc. was established on May 5, 1981, in Fort Collins, Colorado. It was founded by Doug Schatz and a group connected with Colorado State University.

Founding Vision

The company's initial focus was on providing RF power supplies for plasma processes. This technology was crucial for semiconductor manufacturing.

Early Support

While specific early funding details are not public, ventures like this often received support from local investors. Research grants tied to university affiliations were also common.

Core Expertise

The founding team's vision centered on precision power conversion. This expertise remains a cornerstone of the company's operations today.

Industry Impact

The company quickly became a critical technology provider. It served a nascent yet rapidly expanding industry.

Founding Team

Doug Schatz was the primary founder, alongside a group associated with Colorado State University. Their collective expertise laid the groundwork for the company.

Early Ownership Details

Information regarding the precise initial equity split among founders is not publicly available. Similarly, details on early agreements like vesting schedules or buy-sell clauses are not disclosed.

Founders and Early Ownership of Advanced Energy

Advanced Energy Industries, Inc. was founded on May 5, 1981, in Fort Collins, Colorado, by Doug Schatz and a group associated with Colorado State University. The company's initial focus was on providing RF power supplies for plasma processes, particularly in semiconductor manufacturing, establishing it as a critical technology provider in a nascent yet rapidly expanding industry. The founding team's vision was clearly reflected in the company's foundational expertise in precision power conversion, which remains central to its operations today. Understanding the Growth Strategy of Advanced Energy provides further context on its early trajectory and development.

• Founded: May 5, 1981
• Location: Fort Collins, Colorado
• Key Founder: Doug Schatz
• Initial Focus: RF power supplies for plasma processes
• University Association: Colorado State University

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Advanced Energy Industries, Inc. became a publicly traded entity following its IPO on Nasdaq in 1995. This event was crucial for securing capital to fuel its growth and enhance its market presence. Since then, the company's ownership has largely transitioned to institutional investors, indicating strong backing from the professional investment sector.

The ownership structure of Advanced Energy is significantly influenced by major institutional investors. These entities, by holding substantial portions of the company's stock, often play a key role in its strategic decisions and corporate governance through their voting rights and engagement with management. The company's financial performance, with fiscal year 2023 revenue at $1.66 billion and Q1 2025 revenue reaching $404.6 million, underscores its established market position and ongoing efforts in revenue diversification and research and development.

Key Institutional Holders

Major financial institutions are the primary owners of Advanced Energy stock. Their significant holdings reflect a strong belief in the company's future prospects.

• BlackRock, Inc.: 15.43% (5,808,690 shares)
• The Vanguard Group, Inc.: 12.92% (4,866,155 shares)
• FMR Inc.: 9.17% (3,452,150 shares)
• Ameriprise Financial Inc.: 6.16%
• State Street Corp.: 4.4%
• Earnest Partners LLC: 4.36%
• Neuberger Berman Group LLC: 3.1%

Understanding who owns Advanced Energy provides insight into its corporate governance and strategic direction. For a deeper dive into how these ownership dynamics might influence business operations, consider the Marketing Strategy of Advanced Energy.

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As of March 14, 2025, Advanced Energy Industries, Inc. is overseen by a Board of Directors comprising ten individuals nominated for election at the upcoming 2025 Annual Meeting of Stockholders. The company’s governance framework emphasizes a strong presence of independent directors, with a target of 66% independence, and includes the Chief Executive Officer as a board member.

The voting power for Advanced Energy's common stock is structured on a one-share-one-vote principle for all shareholder matters. Typically, a majority of the votes cast is required for approval. However, critical decisions, such as certain amendments to the Certificate of Incorporation or business combinations involving interested stockholders, necessitate a higher approval threshold of at least 66 2/3% of the outstanding voting stock. The company's bylaws can be modified with the consent of a majority of the board or at least 66 2/3% of the outstanding voting stock. Information regarding specific controlling shareholders or recent governance disputes is not publicly available.

Advanced Energy's Governance and Shareholder Influence

Advanced Energy's corporate governance prioritizes independent oversight and clear voting procedures. The structure ensures that significant decisions require broad shareholder consensus.

• Board of Directors is composed of ten nominees for the 2025 Annual Meeting.
• A supermajority of 66% independent directors is a governance guideline.
• Voting is based on a one-share-one-vote system.
• Certain critical matters require a 66 2/3% supermajority vote.
• Understanding Mission, Vision & Core Values of Advanced Energy provides context for their strategic direction.

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In recent years, Advanced Energy Industries, Inc. has seen a notable increase in institutional ownership, reflecting confidence in its strategic direction and financial performance. This trend highlights a growing interest from major investment firms in the company's future growth prospects.

Advanced Energy's financial activities in the past few years underscore a commitment to growth and operational optimization. The company reported strong revenue figures, with $404.6 million in the first quarter of 2025, significantly boosted by its Data Center Computing segment, which saw more than double the year-over-year growth. This momentum carried over from the fourth quarter of 2024, which also exhibited robust double-digit growth in key segments. The company's strategic financial management is further evidenced by its active share repurchase program and a substantial increase in its revolving credit facility capacity to $600.0 million in September 2024, alongside the prepayment of a $345.0 million term loan. These actions collectively indicate a strengthening of the company's financial foundation and a focus on shareholder value.

Revenue Growth Drivers

The Data Center Computing segment has shown exceptional growth, more than doubling year-over-year in Q1 2025. This surge is a key factor in the company's overall revenue performance.

Financial Strength Initiatives

In September 2024, the company strengthened its balance sheet by prepaying a significant term loan and increasing its revolving credit facility. These moves demonstrate proactive financial management.

Operational Adjustments

Manufacturing consolidation is underway, with the closure of a facility in China and progress on a new site in Thailand. These changes aim to enhance operational efficiency globally.

Shareholder Returns and Investment

The company continues to repurchase its common stock and declared a quarterly cash dividend, balancing shareholder returns with strategic investments. Understanding the Target Market of Advanced Energy is crucial for appreciating these decisions.

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