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Bell Investment Advisors’s Advanced Energy AEIS Stock Holding History

Bell Investment 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 		$18.4K Buy
57
+4
+8% +$1.16K ﹤0.01% 464
2025
Q4 		$11.1K Buy
53
+34
+179% +$6.92K ﹤0.01% 652
2025
Q3 		$3.23K Sell
19
-42
-69% -$6.32K ﹤0.01% 1123
2025
Q2 		$8.08K Buy
61
+12
+24% +$1.32K ﹤0.01% 765
2025
Q1 		$4.67K Buy
49
+13
+36% +$1.49K ﹤0.01% 944
2024
Q4 		$4.16K Hold
36
– – ﹤0.01% 1007
2024
Q3 		$3.79K Hold
36
– – ﹤0.01% 1081
2024
Q2 		$3.92K Buy
36
+23
+177% +$2.35K ﹤0.01% 1045
2024
Q1 		$1.33K Hold
13
– – ﹤0.01% 1508
2023
Q4 		$1.42K Sell
13
-6
-32% -$583 ﹤0.01% 1471
2023
Q3 		$1.96K Sell
19
-12
-39% -$1.34K ﹤0.01% 1275
2023
Q2 		$3.46K Buy
31
+11
+55% +$1.05K ﹤0.01% 1010
2023
Q1 		$1.96K Buy
20
+6
+43% +$565 ﹤0.01% 1276
2022
Q4 		$1.2K Sell
14
-26
-65% -$2.18K ﹤0.01% 1503
2022
Q3 		$3K Buy
40
+13
+48% +$1.12K ﹤0.01% 862
2022
Q2 		$2K Buy
+27
New +$2.09K ﹤0.01% 1074
2021
Q4 		$1K Buy
+6
New +$534 ﹤0.01% 1309

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

Bell Investment Advisors's AEIS Position: Q1 2026 in Review

Bell Investment Advisors increased its Advanced Energy (AEIS) stake by 7.5% in Q1 2026, buying an estimated $1.16K and bringing the position to 57 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Bell Investment Advisors first reported a position in AEIS in Q4 2021 and has held it in 17 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Bell Investment Advisors held 57 shares of Advanced Energy worth $18.4K as of Q1 2026.
  • Bell Investment Advisors bought 4 Advanced Energy shares in Q1 2026, an estimated $1.16K.
  • Advanced Energy made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #464 holding.
  • Bell Investment Advisors first reported a position in Advanced Energy in Q4 2021 and has held it in 17 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.