Dunhill Financial’s Advanced Energy AEIS Stock Holding History

Dunhill Financial’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	–	Sell	-1	Closed	-$130	–	1863
2025 Q4	$130	Buy	+1	New	+$204	﹤0.01%	1265

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dunhill Financial's AEIS Position: Q1 2026 in Review

Dunhill Financial sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1 share — an estimated $130 sold.

Dunhill Financial first reported a position in AEIS in Q4 2025 and held it in 1 quarter. The position peaked at $130 in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Dunhill Financial reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
Dunhill Financial sold 1 Advanced Energy share in Q1 2026, an estimated $130.
Dunhill Financial first reported a position in Advanced Energy in Q4 2025 and held it in 1 quarter.
Dunhill Financial's Advanced Energy position peaked at $130 in Q4 2025.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.