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Integrated Investment Consultants’s Advanced Energy AEIS Stock Holding History

Integrated Investment Consultants’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 		$686K Sell
2,127
-614
-22% -$178K 0.15% 98
2025
Q4 		$574K Sell
2,741
-97
-3% -$19.7K 0.11% 123
2025
Q3 		$483K Hold
2,838
– – 0.08% 149
2025
Q2 		$376K Sell
2,838
-1,729
-38% -$190K 0.07% 184
2025
Q1 		$435K Sell
4,567
-27
-0.6% -$3.08K 0.09% 177
2024
Q4 		$531K Buy
4,594
+100
+2% +$11.2K 0.11% 147
2024
Q3 		$473K Buy
4,494
+673
+18% +$70.7K 0.1% 148
2024
Q2 		$390K Hold
3,821
– – 0.11% 162
2024
Q1 		$390K Sell
3,821
-214
-5% -$21.8K 0.11% 162
2023
Q4 		$439K Sell
4,035
-30
-0.7% -$2.92K 0.14% 136
2023
Q3 		$419K Buy
4,065
+203
+5% +$22.7K 0.15% 121
2023
Q2 		$430K Hold
3,862
– – 0.14% 137
2023
Q1 		$378K Buy
3,862
+15
+0.4% +$1.41K 0.12% 154
2022
Q4 		$330K Sell
3,847
-176
-4% -$14.8K 0.11% 159
2022
Q3 		$311K Hold
4,023
– – 0.12% 142
2022
Q2 		$294K Sell
4,023
-36
-0.9% -$2.78K 0.11% 159
2022
Q1 		$349K Buy
4,059
+98
+2% +$8.49K 0.09% 196
2021
Q4 		$361K Sell
3,961
-5
-0.1% -$445 0.1% 199
2021
Q3 		$348K Buy
3,966
+42
+1% +$3.93K 0.1% 186
2021
Q2 		$442K Buy
3,924
+1,040
+36% +$110K 0.13% 142
2021
Q1 		$315K Buy
2,884
+150
+5% +$16.3K 0.11% 184
2020
Q4 		$265K Buy
+2,734
New +$233K 0.1% 192
2018
Q2 		– Sell
-2,347
Closed -$150K – 177
2018
Q1 		$150K Buy
+2,347
New +$162K 0.06% 236
2017
Q3 		$373K Hold
4,622
– – 0.16% 84
2017
Q2 		$299K Hold
4,622
– – 0.13% 94
2017
Q1 		$317K Hold
4,622
– – 0.14% 89
2016
Q4 		$253K Sell
4,622
-14
-0.3% -$717 0.12% 109
2016
Q3 		$212K Sell
4,636
-181
-4% -$7.69K 0.11% 123
2016
Q2 		$183K Sell
4,817
-6
-0.1% -$215 0.1% 142
2016
Q1 		$166K Buy
+4,823
New +$141K 0.1% 142

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

Integrated Investment Consultants's AEIS Position: Q1 2026 in Review

Integrated Investment Consultants reduced its Advanced Energy (AEIS) stake by 22% in Q1 2026, selling an estimated $178K and leaving 2,127 shares worth $686K. The position accounts for 0.15% of the portfolio, ranked #98.

Integrated Investment Consultants first reported a position in AEIS in Q1 2016 and has held it in 30 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Integrated Investment Consultants held 2,127 shares of Advanced Energy worth $686K as of Q1 2026.
  • Integrated Investment Consultants sold 614 Advanced Energy shares in Q1 2026, an estimated $178K.
  • Advanced Energy made up 0.15% of Integrated Investment Consultants's portfolio in Q1 2026, its #98 holding.
  • Integrated Investment Consultants first reported a position in Advanced Energy in Q1 2016 and has held it in 30 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.