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Dean Investment Associates’s Advanced Energy AEIS Stock Holding History

Dean Investment Associates’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 		$3.61M Sell
11,172
-16,475
-60% -$4.77M 0.51% 102
2025
Q4 		$5.79M Sell
27,647
-6,565
-19% -$1.34M 0.83% 27
2025
Q3 		$5.82M Sell
34,212
-3,855
-10% -$580K 0.82% 21
2025
Q2 		$5.04M Sell
38,067
-11,920
-24% -$1.31M 0.74% 35
2025
Q1 		$4.76M Sell
49,987
-2,887
-5% -$330K 0.7% 34
2024
Q4 		$6.11M Buy
52,874
+17,057
+48% +$1.92M 0.87% 21
2024
Q3 		$3.77M Buy
35,817
+19,791
+123% +$2.08M 0.51% 71
2024
Q2 		$1.74M Buy
+16,026
New +$1.64M 0.25% 163
2023
Q3 		– Sell
-17,694
Closed -$1.97M – 204
2023
Q2 		$1.97M Sell
17,694
-12,314
-41% -$1.17M 0.32% 115
2023
Q1 		$2.94M Buy
30,008
+9,683
+48% +$912K 0.47% 87
2022
Q4 		$1.74M Buy
20,325
+208
+1% +$17.5K 0.3% 113
2022
Q3 		$1.56M Buy
20,117
+64
+0.3% +$5.49K 0.32% 114
2022
Q2 		$1.46M Sell
20,053
-1,723
-8% -$133K 0.29% 136
2022
Q1 		$1.87M Buy
21,776
+1,455
+7% +$126K 0.34% 113
2021
Q4 		$1.85M Sell
20,321
-607
-3% -$54K 0.33% 120
2021
Q3 		$1.84M Sell
20,928
-6,608
-24% -$618K 0.35% 115
2021
Q2 		$3.1M Buy
+27,536
New +$2.92M 0.57% 57
2020
Q2 		– Sell
-24,300
Closed -$1.18M – 212
2020
Q1 		$1.18M Buy
+24,300
New +$1.54M 0.25% 149

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

Dean Investment Associates's AEIS Position: Q1 2026 in Review

Dean Investment Associates reduced its Advanced Energy (AEIS) stake by 60% in Q1 2026, selling an estimated $4.77M and leaving 11,172 shares worth $3.61M. The position accounts for 0.51% of the portfolio, ranked #102.

Dean Investment Associates first reported a position in AEIS in Q1 2020 and has held it in 18 quarters since. The position peaked at $6.11M in Q4 2024. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Dean Investment Associates held 11,172 shares of Advanced Energy worth $3.61M as of Q1 2026.
  • Dean Investment Associates sold 16,475 Advanced Energy shares in Q1 2026, an estimated $4.77M.
  • Advanced Energy made up 0.51% of Dean Investment Associates's portfolio in Q1 2026, its #102 holding.
  • Dean Investment Associates first reported a position in Advanced Energy in Q1 2020 and has held it in 18 quarters since.
  • Dean Investment Associates's Advanced Energy position peaked at $6.11M in Q4 2024.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

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