Guggenheim Capital’s Advanced Energy AEIS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.04M Buy
6,326
+2,859
+82% +$829K 0.02% 694
2025
Q4
$726K Buy
+3,467
New +$706K 0.01% 1095
2024
Q4
Sell
-105,701
Closed -$11.1M 1688
2024
Q3
$11.1M Sell
105,701
-1,537
-1% -$161K 0.08% 278
2024
Q2
$11.7M Sell
107,238
-2,363
-2% -$242K 0.08% 257
2024
Q1
$11.2M Buy
109,601
+1,563
+1% +$159K 0.08% 289
2023
Q4
$11.8M Sell
108,038
-3,665
-3% -$356K 0.09% 255
2023
Q3
$11.5M Buy
111,703
+345
+0.3% +$38.6K 0.1% 225
2023
Q2
$12.4M Buy
111,358
+39,859
+56% +$3.8M 0.1% 219
2023
Q1
$7.01M Sell
71,499
-159
-0.2% -$15K 0.06% 404
2022
Q4
$6.15M Buy
71,658
+9,918
+16% +$833K 0.05% 448
2022
Q3
$4.78M Sell
61,740
-1,524
-2% -$131K 0.04% 516
2022
Q2
$4.62M Buy
63,264
+392
+0.6% +$30.3K 0.04% 577
2022
Q1
$5.41M Buy
62,872
+535
+0.9% +$46.3K 0.03% 619
2021
Q4
$5.68M Sell
62,337
-320
-0.5% -$28.5K 0.03% 642
2021
Q3
$5.5M Buy
62,657
+54,918
+710% +$5.14M 0.03% 623
2021
Q2
$872K Buy
7,739
+2,754
+55% +$292K 0.01% 1560
2021
Q1
$544K Sell
4,985
-3,896
-44% -$422K ﹤0.01% 1676
2020
Q4
$861K Buy
8,881
+1,214
+16% +$103K 0.01% 1413
2020
Q3
$483K Sell
7,667
-47,771
-86% -$3.34M ﹤0.01% 1458
2020
Q2
$3.76M Sell
55,438
-35,182
-39% -$2.1M 0.03% 633
2020
Q1
$4.39M Sell
90,620
-5,460
-6% -$347K 0.04% 488
2019
Q4
$6.84M Buy
96,080
+6,783
+8% +$422K 0.05% 473
2019
Q3
$5.13M Buy
89,297
+5,753
+7% +$311K 0.04% 585
2019
Q2
$4.7M Sell
83,544
-3,306
-4% -$177K 0.04% 638
2019
Q1
$4.32M Buy
+86,850
New +$4.22M 0.04% 693
2018
Q4
Sell
-14,561
Closed -$752K 2162
2018
Q3
$752K Buy
14,561
+1,373
+10% +$79.5K ﹤0.01% 1764
2018
Q2
$766K Sell
13,188
-17,121
-56% -$1.08M 0.01% 1741
2018
Q1
$1.94M Buy
30,309
+5,555
+22% +$384K ﹤0.01% 1660
2017
Q4
$1.67M Sell
24,754
-20,460
-45% -$1.65M ﹤0.01% 1793
2017
Q3
$3.65M Sell
45,214
-2,908
-6% -$211K 0.01% 1253
2017
Q2
$3.11M Sell
48,122
-4,553
-9% -$333K 0.01% 1299
2017
Q1
$3.61M Sell
52,675
-2,218
-4% -$137K 0.01% 1218
2016
Q4
$3.01M Buy
54,893
+40,910
+293% +$2.1M 0.01% 1366
2016
Q3
$662K Sell
13,983
-25,524
-65% -$1.08M ﹤0.01% 2279
2016
Q2
$1.5M Buy
39,507
+30,923
+360% +$1.11M ﹤0.01% 1761
2016
Q1
$298K Sell
8,584
-47,262
-85% -$1.38M ﹤0.01% 2556
2015
Q4
$1.58M Sell
55,846
-12,286
-18% -$350K ﹤0.01% 1782
2015
Q3
$1.79M Sell
68,132
-426,345
-86% -$11M 0.01% 1675
2015
Q2
$13.6M Buy
494,477
+21,251
+4% +$577K 0.03% 724
2015
Q1
$12.1M Sell
473,226
-175,701
-27% -$4.47M 0.03% 779
2014
Q4
$15.4M Sell
648,927
-121,818
-16% -$2.48M 0.04% 700
2014
Q3
$14.5M Sell
770,745
-167,683
-18% -$3.09M 0.03% 759
2014
Q2
$18.1M Buy
938,428
+263,902
+39% +$5.4M 0.05% 700
2014
Q1
$16.5M Buy
674,526
+95,638
+17% +$2.5M 0.05% 697
2013
Q4
$13.2M Buy
578,888
+100,257
+21% +$2.15M 0.04% 739
2013
Q3
$8.39M Buy
478,631
+193,239
+68% +$3.8M 0.03% 900
2013
Q2
$4.97M Buy
+285,392
New +$5.1M 0.02% 1056

Other funds holding AEIS

Guggenheim Capital's AEIS Position: Q1 2026 in Review

Guggenheim Capital increased its Advanced Energy (AEIS) stake by 82% in Q1 2026, buying an estimated $829K and bringing the position to 6,326 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #694.

Guggenheim Capital first reported a position in AEIS in Q2 2013 and has held it in 47 quarters since. The position peaked at $18.1M in Q2 2014. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Guggenheim Capital held 6,326 shares of Advanced Energy worth $2.04M as of Q1 2026.
  • Guggenheim Capital bought 2,859 Advanced Energy shares in Q1 2026, an estimated $829K.
  • Advanced Energy made up 0.02% of Guggenheim Capital's portfolio in Q1 2026, its #694 holding.
  • Guggenheim Capital first reported a position in Advanced Energy in Q2 2013 and has held it in 47 quarters since.
  • Guggenheim Capital's Advanced Energy position peaked at $18.1M in Q2 2014.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Guggenheim Capital's 13F filing for Q1 2026, filed 15 May 2026.