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Advisors Asset Management’s Advanced Energy AEIS Stock Holding History

Advisors Asset Management’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 		$369K Buy
1,144
+89
+8% +$25.8K 0.01% 1030
2025
Q4 		$221K Buy
1,055
+223
+27% +$45.4K ﹤0.01% 1116
2025
Q3 		$142K Buy
832
+171
+26% +$25.7K ﹤0.01% 1175
2025
Q2 		$87.6K Buy
661
+122
+23% +$13.4K ﹤0.01% 1221
2025
Q1 		$51.4K Buy
539
+174
+48% +$19.9K ﹤0.01% 1282
2024
Q4 		$42.2K Buy
365
+193
+112% +$21.7K ﹤0.01% 1329
2024
Q3 		$18.1K Buy
+172
New +$18.1K ﹤0.01% 1378

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Advisors Asset Management's AEIS Position: Q1 2026 in Review

Advisors Asset Management increased its Advanced Energy (AEIS) stake by 8.4% in Q1 2026, buying an estimated $25.8K and bringing the position to 1,144 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #1030.

Advisors Asset Management first reported a position in AEIS in Q3 2024 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Advisors Asset Management held 1,144 shares of Advanced Energy worth $369K as of Q1 2026.
  • Advisors Asset Management bought 89 Advanced Energy shares in Q1 2026, an estimated $25.8K.
  • Advanced Energy made up 0.01% of Advisors Asset Management's portfolio in Q1 2026, its #1030 holding.
  • Advisors Asset Management first reported a position in Advanced Energy in Q3 2024 and has held it in 7 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

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