EF
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Empowered Funds’s Advanced Energy AEIS Stock Holding History

Empowered Funds’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 		$390K Buy
+1,210
New +$351K ﹤0.01% 1719
2025
Q4 		– Sell
-1,226
Closed -$209K – 1014
2025
Q3 		$209K Buy
+1,226
New +$185K ﹤0.01% 1712
2017
Q4 		– Sell
-10,166
Closed -$821K – 94
2017
Q3 		$821K Buy
10,166
+1,493
+17% +$108K 0.53% 54
2017
Q2 		$561K Sell
8,673
-2,739
-24% -$200K 0.45% 92
2017
Q1 		$782K Buy
+11,412
New +$705K 0.8% 43

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

Empowered Funds's AEIS Position: Q1 2026 in Review

Empowered Funds opened a new position in Advanced Energy (AEIS) in Q1 2026: 1,210 shares worth $390K. The stake represents ﹤0.01% of the portfolio and ranks #1719 among its holdings. This is a return to the name: Empowered Funds previously reported a position in AEIS as recently as Q3 2025.

Empowered Funds first reported a position in AEIS in Q1 2017 and has held it in 5 quarters since. The position peaked at $821K in Q3 2017. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Empowered Funds held 1,210 shares of Advanced Energy worth $390K as of Q1 2026.
  • Advanced Energy was a new Empowered Funds position in Q1 2026.
  • Advanced Energy made up ﹤0.01% of Empowered Funds's portfolio in Q1 2026, its #1719 holding.
  • Empowered Funds first reported a position in Advanced Energy in Q1 2017 and has held it in 5 quarters since.
  • Empowered Funds's Advanced Energy position peaked at $821K in Q3 2017.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.