4D Advisors’s Advanced Energy AEIS Stock Holding History

4D Advisors’s Portfolio AEIS Stock Details AEIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.84M	Hold	15,000	–	–	3.07%	12
2025 Q4	$3.14M	Buy	+15,000	New	+$3.05M	1.72%	34
2025 Q1	–	Sell	-22,500	Closed	-$2.6M	–	34
2024 Q4	$2.6M	Buy	+22,500	New	+$2.53M	1.81%	26

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

4D Advisors's AEIS Position: Q1 2026 in Review

4D Advisors held its Advanced Energy (AEIS) position steady in Q1 2026 at 15,000 shares worth $4.84M. The position accounts for 3.07% of the portfolio, ranked #12.

4D Advisors first reported a position in AEIS in Q4 2024 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

4D Advisors held 15,000 shares of Advanced Energy worth $4.84M as of Q1 2026.
4D Advisors left its Advanced Energy share count unchanged in Q1 2026.
Advanced Energy made up 3.07% of 4D Advisors's portfolio in Q1 2026, its #12 holding.
4D Advisors first reported a position in Advanced Energy in Q4 2024 and has held it in 3 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on 4D Advisors's 13F filing for Q1 2026, filed 15 May 2026.