CIM
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CIM Investment Management’s Advanced Energy AEIS Stock Holding History

CIM Investment 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 		$772K Sell
2,391
-481
-17% -$139K 0.21% 84
2025
Q4 		$601K Hold
2,872
– – 0.16% 105
2025
Q3 		$489K Sell
2,872
-3,094
-52% -$466K 0.13% 129
2025
Q2 		$739K Buy
5,966
+2,994
+101% +$330K 0.14% 137
2025
Q1 		$283K Sell
2,972
-71
-2% -$8.11K 0.06% 189
2024
Q4 		$352K Hold
3,043
– – 0.1% 162
2024
Q3 		$320K Hold
3,043
– – 0.09% 177
2024
Q2 		$331K Sell
3,043
-723
-19% -$74K 0.1% 168
2024
Q1 		$384K Hold
3,766
– – 0.11% 173
2023
Q4 		$410K Hold
3,766
– – 0.13% 155
2023
Q3 		$388K Hold
3,766
– – 0.14% 146
2023
Q2 		$420K Hold
3,766
– – 0.14% 140
2023
Q1 		$369K Buy
3,766
+129
+4% +$12.2K 0.14% 153
2022
Q4 		$312K Hold
3,637
– – 0.12% 170
2022
Q3 		$282K Hold
3,637
– – 0.13% 161
2022
Q2 		$265K Hold
3,637
– – 0.11% 179
2022
Q1 		$313K Sell
3,637
-424
-10% -$36.7K 0.11% 178
2021
Q4 		$370K Hold
4,061
– – 0.11% 187
2021
Q3 		$356K Hold
4,061
– – 0.11% 174
2021
Q2 		$458K Buy
4,061
+1,432
+54% +$152K 0.14% 148
2021
Q1 		$287K Sell
2,629
-156
-6% -$16.9K 0.09% 208
2020
Q4 		$270K Buy
+2,785
New +$237K 0.09% 219
2015
Q1 		– Sell
-11,301
Closed -$268K – 259
2014
Q4 		$268K Buy
+11,301
New +$230K 0.12% 176

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

CIM Investment Management's AEIS Position: Q1 2026 in Review

CIM Investment Management reduced its Advanced Energy (AEIS) stake by 17% in Q1 2026, selling an estimated $139K and leaving 2,391 shares worth $772K. The position accounts for 0.21% of the portfolio, ranked #84.

CIM Investment Management first reported a position in AEIS in Q4 2014 and has held it in 23 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • CIM Investment Management held 2,391 shares of Advanced Energy worth $772K as of Q1 2026.
  • CIM Investment Management sold 481 Advanced Energy shares in Q1 2026, an estimated $139K.
  • Advanced Energy made up 0.21% of CIM Investment Management's portfolio in Q1 2026, its #84 holding.
  • CIM Investment Management first reported a position in Advanced Energy in Q4 2014 and has held it in 23 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.