Citadel Advisors
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Citadel Advisors’s Advanced Energy AEIS Stock Holding History

Citadel 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 		$67.4M Buy
208,900
+161,200
+338% +$46.7M 0.01% 1108
2025
Q4 		$9.99M Sell
47,700
-25,100
-34% -$5.11M ﹤0.01% 3255
2025
Q3 		$12.4M Buy
72,800
+53,700
+281% +$8.09M ﹤0.01% 2945
2025
Q2 		$2.53M Buy
19,100
+7,100
+59% +$782K ﹤0.01% 5281
2025
Q1 		$1.14M Sell
12,000
-7,300
-38% -$834K ﹤0.01% 6672
2024
Q4 		$2.23M Sell
19,300
-4,000
-17% -$450K ﹤0.01% 5402
2024
Q3 		$2.45M Sell
23,300
-1,200
-5% -$126K ﹤0.01% 5142
2024
Q2 		$2.66M Sell
24,500
-8,800
-26% -$901K ﹤0.01% 4788
2024
Q1 		$3.4M Buy
33,300
+17,800
+115% +$1.82M ﹤0.01% 4575
2023
Q4 		$1.69M Sell
15,500
-6,300
-29% -$612K ﹤0.01% 5674
2023
Q3 		$2.25M Sell
21,800
-400
-2% -$44.8K ﹤0.01% 5016
2023
Q2 		$2.47M Buy
22,200
+6,800
+44% +$648K ﹤0.01% 4792
2023
Q1 		$1.51M Buy
15,400
+8,100
+111% +$763K ﹤0.01% 5899
2022
Q4 		$626K Buy
7,300
+4,500
+161% +$378K ﹤0.01% 7780
2022
Q3 		$217K Sell
2,800
-500
-15% -$42.9K ﹤0.01% 10245
2022
Q2 		$241K Sell
3,300
-3,800
-54% -$294K ﹤0.01% 10284
2022
Q1 		$611K Sell
7,100
-10,000
-58% -$866K ﹤0.01% 8910
2021
Q4 		$1.56M Sell
17,100
-3,300
-16% -$294K ﹤0.01% 6803
2021
Q3 		$1.79M Sell
20,400
-21,900
-52% -$2.05M ﹤0.01% 6653
2021
Q2 		$4.77M Buy
42,300
+1,400
+3% +$148K ﹤0.01% 4546
2021
Q1 		$4.46M Buy
40,900
+22,900
+127% +$2.48M ﹤0.01% 4506
2020
Q4 		$1.75M Buy
18,000
+2,400
+15% +$204K ﹤0.01% 5639
2020
Q3 		$982K Buy
15,600
+2,500
+19% +$175K ﹤0.01% 6061
2020
Q2 		$888K Sell
13,100
-6,000
-31% -$357K ﹤0.01% 6047
2020
Q1 		$926K Buy
19,100
+10,700
+127% +$679K ﹤0.01% 5482
2019
Q4 		$598K Sell
8,400
-2,000
-19% -$124K ﹤0.01% 6526
2019
Q3 		$597K Sell
10,400
-2,800
-21% -$151K ﹤0.01% 6463
2019
Q2 		$743K Buy
13,200
+3,200
+32% +$171K ﹤0.01% 6189
2019
Q1 		$497K Buy
10,000
+3,800
+61% +$185K ﹤0.01% 6791
2018
Q4 		$266K Sell
6,200
-9,600
-61% -$428K ﹤0.01% 7462
2018
Q3 		$816K Buy
15,800
+3,100
+24% +$179K ﹤0.01% 5887
2018
Q2 		$738K Sell
12,700
-14,400
-53% -$910K ﹤0.01% 5736
2018
Q1 		$1.73M Buy
27,100
+7,000
+35% +$484K ﹤0.01% 3956
2017
Q4 		$1.36M Buy
20,100
+2,200
+12% +$177K ﹤0.01% 4194
2017
Q3 		$1.45M Sell
17,900
-2,100
-11% -$152K ﹤0.01% 3808
2017
Q2 		$1.29M Buy
20,000
+2,500
+14% +$183K ﹤0.01% 3733
2017
Q1 		$1.2M Buy
17,500
+13,500
+338% +$834K ﹤0.01% 3751
2016
Q4 		$219K Sell
4,000
-3,000
-43% -$154K ﹤0.01% 6174
2016
Q3 		$331K Buy
+7,000
New +$298K ﹤0.01% 5510
2016
Q1 		– Sell
-6,400
Closed -$181K – 6651
2015
Q4 		$181K Buy
+6,400
New +$182K ﹤0.01% 5931
2015
Q3 		– Sell
-12,800
Closed -$352K – 8829
2015
Q2 		$352K Buy
12,800
+8,200
+178% +$222K ﹤0.01% 5511
2015
Q1 		$118K Sell
4,600
-9,800
-68% -$249K ﹤0.01% 6704
2014
Q4 		$341K Sell
14,400
-1,800
-11% -$36.7K ﹤0.01% 5244
2014
Q3 		$304K Buy
16,200
+6,500
+67% +$120K ﹤0.01% 5246
2014
Q2 		$187K Sell
9,700
-4,400
-31% -$90K ﹤0.01% 5638
2014
Q1 		$345K Buy
14,100
+1,700
+14% +$44.4K ﹤0.01% 4854
2013
Q4 		$283K Buy
12,400
+2,800
+29% +$60K ﹤0.01% 4659
2013
Q3 		$168K Sell
9,600
-2,300
-19% -$45.3K ﹤0.01% 4923
2013
Q2 		$207K Buy
+11,900
New +$213K ﹤0.01% 4642

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

Citadel Advisors's AEIS Position: Q4 2025 in Review

Citadel Advisors sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 4,028 shares — an estimated $820K sold.

Citadel Advisors first reported a position in AEIS in Q2 2013 and held it in 40 quarters. The position peaked at $16.2M in Q4 2017. 464 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • Citadel Advisors reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 4,028 Advanced Energy shares in Q4 2025, an estimated $820K.
  • Citadel Advisors first reported a position in Advanced Energy in Q2 2013 and held it in 40 quarters.
  • Citadel Advisors's Advanced Energy position peaked at $16.2M in Q4 2017.
  • 464 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.