Cambridge Investment Research Advisors’s Advanced Energy AEIS Stock Holding History

Cambridge Investment Research 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	$983K	Buy	3,046 +1,363	+81%	+$395K	﹤0.01%	2185
2025 Q4	$352K	Buy	1,683 +126	+8%	+$25.6K	﹤0.01%	3036
2025 Q3	$265K	Buy	+1,557	New	+$234K	﹤0.01%	3222
2018 Q3	–	Sell	-4,032	Closed	-$234K	–	2233
2018 Q2	$234K	Buy	4,032 +38	+1%	+$2.4K	﹤0.01%	1899
2018 Q1	$255K	Buy	3,994 +51	+1%	+$3.52K	﹤0.01%	1789
2017 Q4	$266K	Buy	3,943 +305	+8%	+$24.6K	﹤0.01%	1736
2017 Q3	$294K	Buy	+3,638	New	+$264K	﹤0.01%	1560

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

Cambridge Investment Research Advisors's AEIS Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Advanced Energy (AEIS) stake by 81% in Q1 2026, buying an estimated $395K and bringing the position to 3,046 shares worth $983K. The position accounts for ﹤0.01% of the portfolio, ranked #2185.

Cambridge Investment Research Advisors first reported a position in AEIS in Q3 2017 and has held it in 7 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Cambridge Investment Research Advisors held 3,046 shares of Advanced Energy worth $983K as of Q1 2026.
Cambridge Investment Research Advisors bought 1,363 Advanced Energy shares in Q1 2026, an estimated $395K.
Advanced Energy made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2185 holding.
Cambridge Investment Research Advisors first reported a position in Advanced Energy in Q3 2017 and has held it in 7 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.