Janney Montgomery Scott
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Janney Montgomery Scott’s Advanced Energy AEIS Stock Holding History

Janney Montgomery Scott’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 		$698K Sell
2,164
-863
-29% -$250K ﹤0.01% 1852
2025
Q4 		$634K Sell
3,027
-404
-12% -$82.2K ﹤0.01% 2043
2025
Q3 		$584K Buy
3,431
+71
+2% +$10.7K ﹤0.01% 2045
2025
Q2 		$445K Sell
3,360
-30
-0.9% -$3.3K ﹤0.01% 2085
2025
Q1 		$323K Sell
3,390
-2
-0.1% -$228 ﹤0.01% 2258
2024
Q4 		$392K Buy
3,392
+8
+0.2% +$900 ﹤0.01% 2147
2024
Q3 		$356K Buy
+3,384
New +$355K ﹤0.01% 2185
2024
Q2 		– Sell
-3,497
Closed -$357K – 2602
2024
Q1 		$357K Buy
3,497
+954
+38% +$97.3K ﹤0.01% 2222
2023
Q4 		$277K Sell
2,543
-133
-5% -$12.9K ﹤0.01% 2267
2023
Q3 		$276K Sell
2,676
-615
-19% -$68.9K ﹤0.01% 2182
2023
Q2 		$367K Buy
+3,291
New +$314K ﹤0.01% 2087
2023
Q1 		– Sell
-3,725
Closed -$320K – 2471
2022
Q4 		$320K Buy
3,725
+1,093
+42% +$91.8K ﹤0.01% 2074
2022
Q3 		$204K Buy
+2,632
New +$226K ﹤0.01% 2277
2021
Q1 		– Sell
-9,779
Closed -$948K – 2175
2020
Q4 		$948K Sell
9,779
-125
-1% -$10.6K ﹤0.01% 1204
2020
Q3 		$623K Buy
+9,904
New +$692K ﹤0.01% 1327
2020
Q1 		– Sell
-2,840
Closed -$202K – 1872
2019
Q4 		$202K Buy
+2,840
New +$177K ﹤0.01% 1930
2018
Q3 		– Sell
-11,840
Closed -$688K – 2049
2018
Q2 		$688K Sell
11,840
-647
-5% -$40.9K 0.01% 1213
2018
Q1 		$798K Sell
12,487
-2,738
-18% -$189K 0.01% 1067
2017
Q4 		$1.03M Sell
15,225
-1,007
-6% -$81.1K 0.01% 931
2017
Q3 		$1.31M Sell
16,232
-467
-3% -$33.9K 0.01% 797
2017
Q2 		$1.08M Sell
16,699
-7,859
-32% -$574K 0.01% 837
2017
Q1 		$1.68M Buy
24,558
+6,760
+38% +$418K 0.02% 628
2016
Q4 		$974K Sell
17,798
-4,020
-18% -$206K 0.01% 786
2016
Q3 		$1.03M Buy
+21,818
New +$927K 0.02% 647

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

Janney Montgomery Scott's AEIS Position: Q1 2026 in Review

Janney Montgomery Scott reduced its Advanced Energy (AEIS) stake by 29% in Q1 2026, selling an estimated $250K and leaving 2,164 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

Janney Montgomery Scott first reported a position in AEIS in Q3 2016 and has held it in 24 quarters since. The position peaked at $1.68M in Q1 2017. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Janney Montgomery Scott held 2,164 shares of Advanced Energy worth $698K as of Q1 2026.
  • Janney Montgomery Scott sold 863 Advanced Energy shares in Q1 2026, an estimated $250K.
  • Advanced Energy made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1852 holding.
  • Janney Montgomery Scott first reported a position in Advanced Energy in Q3 2016 and has held it in 24 quarters since.
  • Janney Montgomery Scott's Advanced Energy position peaked at $1.68M in Q1 2017.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.