CIBC Private Wealth Group’s Advanced Energy AEIS Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$190K	Buy	906 +58	+7%	+$11.8K	﹤0.01%	1218
2025 Q3	$144K	Buy	848 +847	+84,700%	+$128K	﹤0.01%	1321
2025 Q2	$133	Buy	+1	New	+$110	﹤0.01%	2947
2018 Q3	–	Sell	-60	Closed	-$3K	–	979
2018 Q2	$3K	Buy	+60	New	+$3.79K	﹤0.01%	1800
2018 Q1	–	Sell	-155	Closed	-$10K	–	1926
2017 Q4	$10K	Sell	155 -14,787	-99%	-$1.19M	﹤0.01%	1541
2017 Q3	$1.21M	Buy	+14,942	New	+$1.08M	0.01%	589

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

CIBC Private Wealth Group's AEIS Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Advanced Energy (AEIS) stake by 6.8% in Q4 2025, buying an estimated $11.8K and bringing the position to 906 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

CIBC Private Wealth Group first reported a position in AEIS in Q3 2017 and has held it in 6 quarters since. The position peaked at $1.21M in Q3 2017. 464 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

CIBC Private Wealth Group held 906 shares of Advanced Energy worth $190K as of Q4 2025.
CIBC Private Wealth Group bought 58 Advanced Energy shares in Q4 2025, an estimated $11.8K.
Advanced Energy made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1218 holding.
CIBC Private Wealth Group first reported a position in Advanced Energy in Q3 2017 and has held it in 6 quarters since.
CIBC Private Wealth Group's Advanced Energy position peaked at $1.21M in Q3 2017.
464 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.