InceptionR’s Advanced Energy AEIS Stock Holding History

InceptionR’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	$943K	Sell	2,922 -87	-3%	-$25.2K	0.23%	136
2025 Q4	$630K	Buy	3,009 +1,324	+79%	+$269K	0.17%	214
2025 Q3	$287K	Sell	1,685 -537	-24%	-$80.9K	0.07%	483
2025 Q2	$294K	Sell	2,222 -1,139	-34%	-$125K	0.07%	451
2025 Q1	$320K	Buy	+3,361	New	+$384K	0.1%	367
2023 Q3	–	Sell	-1,986	Closed	-$221K	–	381
2023 Q2	$221K	Buy	+1,986	New	+$189K	0.12%	346

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

InceptionR's AEIS Position: Q1 2026 in Review

InceptionR reduced its Advanced Energy (AEIS) stake by 2.9% in Q1 2026, selling an estimated $25.2K and leaving 2,922 shares worth $943K. The position accounts for 0.23% of the portfolio, ranked #136.

InceptionR first reported a position in AEIS in Q2 2023 and has held it in 6 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

InceptionR held 2,922 shares of Advanced Energy worth $943K as of Q1 2026.
InceptionR sold 87 Advanced Energy shares in Q1 2026, an estimated $25.2K.
Advanced Energy made up 0.23% of InceptionR's portfolio in Q1 2026, its #136 holding.
InceptionR first reported a position in Advanced Energy in Q2 2023 and has held it in 6 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.