Ameritas Investment Partners’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.24M | Buy |
10,040
+6,926
| +222% | +$2.01M | 0.1% | 203 |
|
|
2025
Q4 | $652K | Sell |
3,114
-37
| -1% | -$7.53K | 0.02% | 751 |
|
|
2025
Q3 | $536K | Sell |
3,151
-660
| -17% | -$99.4K | 0.02% | 804 |
|
|
2025
Q2 | $505K | Hold |
3,811
| – | – | 0.02% | 843 |
|
|
2025
Q1 | $363K | Sell |
3,811
-105
| -3% | -$12K | 0.01% | 948 |
|
|
2024
Q4 | $453K | Buy |
3,916
+124
| +3% | +$13.9K | 0.01% | 881 |
|
|
2024
Q3 | $399K | Buy |
3,792
+38
| +1% | +$3.99K | 0.01% | 927 |
|
|
2024
Q2 | $408K | Hold |
3,754
| – | – | 0.01% | 877 |
|
|
2024
Q1 | $383K | Sell |
3,754
-143
| -4% | -$14.6K | 0.01% | 918 |
|
|
2023
Q4 | $424K | Buy |
3,897
+157
| +4% | +$15.3K | 0.02% | 864 |
|
|
2023
Q3 | $386K | Buy |
3,740
+631
| +20% | +$70.7K | 0.02% | 857 |
|
|
2023
Q2 | $346K | Buy |
3,109
+163
| +6% | +$15.5K | 0.01% | 882 |
|
|
2023
Q1 | $289K | Hold |
2,946
| – | – | 0.01% | 919 |
|
|
2022
Q4 | $282K | Hold |
2,946
| – | – | 0.01% | 955 |
|
|
2022
Q3 | $228K | Buy |
2,946
+128
| +5% | +$11K | 0.01% | 997 |
|
|
2022
Q2 | $205K | Sell |
2,818
-132
| -4% | -$10.2K | 0.01% | 1055 |
|
|
2022
Q1 | $254K | Hold |
2,950
| – | – | 0.01% | 1042 |
|
|
2021
Q4 | $269K | Hold |
2,950
| – | – | 0.01% | 1054 |
|
|
2021
Q3 | $259K | Sell |
2,950
-140
| -5% | -$13.1K | 0.01% | 1044 |
|
|
2021
Q2 | $348K | Hold |
3,090
| – | – | 0.01% | 904 |
|
|
2021
Q1 | $337K | Sell |
3,090
-147
| -5% | -$15.9K | 0.01% | 902 |
|
|
2020
Q4 | $314K | Hold |
3,237
| – | – | 0.01% | 909 |
|
|
2020
Q3 | $204K | Sell |
3,237
-166
| -5% | -$11.6K | 0.01% | 1021 |
|
|
2020
Q2 | $231K | Hold |
3,403
| – | – | 0.01% | 947 |
|
|
2020
Q1 | $165K | Buy |
3,403
+136
| +4% | +$8.63K | 0.01% | 1018 |
|
|
2019
Q4 | $233K | Sell |
3,267
-75
| -2% | -$4.67K | 0.01% | 1002 |
|
|
2019
Q3 | $192K | Hold |
3,342
| – | – | 0.01% | 1072 |
|
|
2019
Q2 | $188K | Hold |
3,342
| – | – | 0.01% | 1096 |
|
|
2019
Q1 | $165K | Hold |
3,342
| – | – | 0.01% | 1158 |
|
|
2018
Q4 | $143K | Hold |
3,342
| – | – | 0.01% | 1153 |
|
|
2018
Q3 | $172K | Sell |
3,342
-145
| -4% | -$8.4K | 0.01% | 1184 |
|
|
2018
Q2 | $202K | Hold |
3,487
| – | – | 0.01% | 1063 |
|
|
2018
Q1 | $222K | Hold |
3,487
| – | – | 0.01% | 1021 |
|
|
2017
Q4 | $234K | Hold |
3,487
| – | – | 0.01% | 1006 |
|
|
2017
Q3 | $256K | Hold |
3,487
| – | – | 0.01% | 938 |
|
|
2017
Q2 | $225K | Buy |
3,487
+75
| +2% | +$5.48K | 0.01% | 995 |
|
|
2017
Q1 | $234K | Buy |
+3,412
| New | +$211K | 0.01% | 964 |
|
Other funds holding AEIS
VPM
VCM
Ameritas Investment Partners's AEIS Position: Q1 2026 in Review
Ameritas Investment Partners increased its Advanced Energy (AEIS) stake by 222% in Q1 2026, buying an estimated $2.01M and bringing the position to 10,040 shares worth $3.24M. The position accounts for 0.1% of the portfolio, ranked #203.
Ameritas Investment Partners first reported a position in AEIS in Q1 2017 and has held it in 37 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.
- Ameritas Investment Partners held 10,040 shares of Advanced Energy worth $3.24M as of Q1 2026.
- Ameritas Investment Partners bought 6,926 Advanced Energy shares in Q1 2026, an estimated $2.01M.
- Advanced Energy made up 0.1% of Ameritas Investment Partners's portfolio in Q1 2026, its #203 holding.
- Ameritas Investment Partners first reported a position in Advanced Energy in Q1 2017 and has held it in 37 quarters since.
- 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.