Jackson Creek Investment Advisors’s Advanced Energy AEIS Stock Holding History

Jackson Creek Investment Advisors’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	$447K	Sell	1,384 -743	-35%	-$215K	0.13%	230
2025 Q4	$445K	Sell	2,127 -1,273	-37%	-$259K	0.13%	219
2025 Q3	$578K	Sell	3,400 -6	-0.2%	-$903	0.17%	187
2025 Q2	$451K	Buy	+3,406	New	+$375K	0.12%	238
2021 Q1	–	Sell	-10,679	Closed	-$1.04M	–	321
2020 Q4	$1.04M	Sell	10,679 -19	-0.2%	-$1.62K	0.41%	94
2020 Q3	$673K	Buy	+10,698	New	+$747K	0.3%	184

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

Jackson Creek Investment Advisors's AEIS Position: Q1 2026 in Review

Jackson Creek Investment Advisors reduced its Advanced Energy (AEIS) stake by 35% in Q1 2026, selling an estimated $215K and leaving 1,384 shares worth $447K. The position accounts for 0.13% of the portfolio, ranked #230.

Jackson Creek Investment Advisors first reported a position in AEIS in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.04M in Q4 2020. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Jackson Creek Investment Advisors held 1,384 shares of Advanced Energy worth $447K as of Q1 2026.
Jackson Creek Investment Advisors sold 743 Advanced Energy shares in Q1 2026, an estimated $215K.
Advanced Energy made up 0.13% of Jackson Creek Investment Advisors's portfolio in Q1 2026, its #230 holding.
Jackson Creek Investment Advisors first reported a position in Advanced Energy in Q3 2020 and has held it in 6 quarters since.
Jackson Creek Investment Advisors's Advanced Energy position peaked at $1.04M in Q4 2020.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q1 2026, filed 5 May 2026.