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AEIS icon

Inspire Investing’s Advanced Energy AEIS Stock Holding History

Inspire Investing’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 		$530K Sell
1,643
-587
-26% -$170K 0.03% 460
2025
Q4 		$467K Sell
2,230
-492
-18% -$100K 0.04% 578
2025
Q3 		$463K Sell
2,722
-223
-8% -$33.6K 0.05% 341
2025
Q2 		$390K Sell
2,945
-645
-18% -$71K 0.04% 510
2025
Q1 		$342K Buy
3,590
+136
+4% +$15.5K 0.04% 656
2024
Q4 		$399K Sell
3,454
-451
-12% -$50.7K 0.04% 667
2024
Q3 		$411K Buy
3,905
+674
+21% +$70.8K 0.04% 656
2024
Q2 		$351K Sell
3,231
-285
-8% -$29.2K 0.04% 590
2024
Q1 		$359K Sell
3,516
-5
-0.1% -$510 0.04% 578
2023
Q4 		$384K Buy
3,521
+550
+19% +$53.5K 0.04% 583
2023
Q3 		$306K Buy
2,971
+153
+5% +$17.1K 0.04% 610
2023
Q2 		$314K Buy
2,818
+9
+0.3% +$858 0.04% 570
2023
Q1 		$275K Sell
2,809
-473
-14% -$44.6K 0.04% 444
2022
Q4 		$282K Buy
3,282
+85
+3% +$7.14K 0.04% 318
2022
Q3 		$247K Sell
3,197
-245
-7% -$21K 0.03% 300
2022
Q2 		$251K Buy
3,442
+131
+4% +$10.1K 0.03% 329
2022
Q1 		$285K Buy
3,311
+613
+23% +$53.1K 0.03% 340
2021
Q4 		$246K Buy
2,698
+124
+5% +$11K 0.03% 691
2021
Q3 		$226K Sell
2,574
-1,254
-33% -$117K 0.03% 675
2021
Q2 		$431K Buy
3,828
+116
+3% +$12.3K 0.06% 399
2021
Q1 		$405K Buy
+3,712
New +$402K 0.06% 395
2020
Q4 		– Sell
-3,672
Closed -$231K – 625
2020
Q3 		$231K Buy
3,672
+262
+8% +$18.3K 0.06% 303
2020
Q2 		$231K Buy
+3,410
New +$203K 0.08% 342
2018
Q1 		– Sell
-797
Closed -$54K – 208
2017
Q4 		$54K Buy
+797
New +$64.2K 0.05% 663

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

Inspire Investing's AEIS Position: Q1 2026 in Review

Inspire Investing reduced its Advanced Energy (AEIS) stake by 26% in Q1 2026, selling an estimated $170K and leaving 1,643 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #460.

Inspire Investing first reported a position in AEIS in Q4 2017 and has held it in 24 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Inspire Investing held 1,643 shares of Advanced Energy worth $530K as of Q1 2026.
  • Inspire Investing sold 587 Advanced Energy shares in Q1 2026, an estimated $170K.
  • Advanced Energy made up 0.03% of Inspire Investing's portfolio in Q1 2026, its #460 holding.
  • Inspire Investing first reported a position in Advanced Energy in Q4 2017 and has held it in 24 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.