Abel Hall LLC’s Advanced Energy AEIS Stock Holding History

Abel Hall LLC’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	$745K	Buy	2,308 +94	+4%	+$27.2K	0.16%	105
2025 Q4	$464K	Buy	+2,214	New	+$451K	0.11%	191

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

Abel Hall LLC's AEIS Position: Q1 2026 in Review

Abel Hall LLC increased its Advanced Energy (AEIS) stake by 4.2% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,308 shares worth $745K. The position accounts for 0.16% of the portfolio, ranked #105.

Abel Hall LLC first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Abel Hall LLC held 2,308 shares of Advanced Energy worth $745K as of Q1 2026.
Abel Hall LLC bought 94 Advanced Energy shares in Q1 2026, an estimated $27.2K.
Advanced Energy made up 0.16% of Abel Hall LLC's portfolio in Q1 2026, its #105 holding.
Abel Hall LLC first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Abel Hall LLC's 13F filing for Q1 2026, filed 28 Apr 2026.