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Crawford Investment Counsel’s Advanced Energy AEIS Stock Holding History

Crawford Investment Counsel’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 		$12M Sell
37,233
-13,650
-27% -$3.96M 0.21% 96
2025
Q4 		$10.7M Sell
50,883
-9,440
-16% -$1.92M 0.18% 103
2025
Q3 		$10.3M Buy
60,323
+373
+0.6% +$56.2K 0.17% 106
2025
Q2 		$7.94M Buy
59,950
+1,975
+3% +$218K 0.14% 117
2025
Q1 		$5.53M Buy
+57,975
New +$6.62M 0.1% 145

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

Crawford Investment Counsel's AEIS Position: Q1 2026 in Review

Crawford Investment Counsel reduced its Advanced Energy (AEIS) stake by 27% in Q1 2026, selling an estimated $3.96M and leaving 37,233 shares worth $12M. The position accounts for 0.21% of the portfolio, ranked #96.

Crawford Investment Counsel first reported a position in AEIS in Q1 2025 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Crawford Investment Counsel held 37,233 shares of Advanced Energy worth $12M as of Q1 2026.
  • Crawford Investment Counsel sold 13,650 Advanced Energy shares in Q1 2026, an estimated $3.96M.
  • Advanced Energy made up 0.21% of Crawford Investment Counsel's portfolio in Q1 2026, its #96 holding.
  • Crawford Investment Counsel first reported a position in Advanced Energy in Q1 2025 and has held it in 5 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Crawford Investment Counsel's 13F filing for Q1 2026, filed 15 May 2026.