Citigroup
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Citigroup’s Advanced Energy AEIS Stock Holding History

Citigroup’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
Q2 		$5.59M Hold
15,000
– – ﹤0.01% 2055
2026
Q1 		$4.84M Buy
+15,000
New +$4.35M ﹤0.01% 1998
2018
Q4 		– Sell
-1,400
Closed -$72K – 7641
2018
Q3 		$72K Buy
1,400
+100
+8% +$5.79K ﹤0.01% 6212
2018
Q2 		$76K Buy
1,300
+1,000
+333% +$63.2K ﹤0.01% 5948
2018
Q1 		$19K Buy
+300
New +$20.7K ﹤0.01% 6756

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citigroup's AEIS Position: Q2 2026 in Review

Citigroup increased its Advanced Energy (AEIS) stake by 56% in Q2 2026, buying an estimated $13.1M and bringing the position to 104,938 shares worth $39.1M. The position accounts for 0.01% of the portfolio, ranked #847.

Citigroup first reported a position in AEIS in Q2 2013 and has held it in 53 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Citigroup held 104,938 shares of Advanced Energy worth $39.1M as of Q2 2026.
  • Citigroup bought 37,510 Advanced Energy shares in Q2 2026, an estimated $13.1M.
  • Advanced Energy made up 0.01% of Citigroup's portfolio in Q2 2026, its #847 holding.
  • Citigroup first reported a position in Advanced Energy in Q2 2013 and has held it in 53 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.