Jefferies Financial Group’s Advanced Energy AEIS Stock Holding History

Jefferies Financial Group’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	$3.26M	Buy	10,101 +2,451	+32%	+$710K	0.02%	449
2025 Q4	$1.6M	Buy	+7,650	New	+$1.56M	0.01%	893
2025 Q3	–	Sell	-1,999	Closed	-$265K	–	1430
2025 Q2	$265K	Sell	1,999 -3,479	-64%	-$383K	﹤0.01%	1062
2025 Q1	$522K	Buy	+5,478	New	+$626K	﹤0.01%	1035
2024 Q4	–	Sell	-2,579	Closed	-$271K	–	1556
2024 Q3	$271K	Buy	+2,579	New	+$271K	﹤0.01%	1147
2024 Q2	–	Sell	-7,609	Closed	-$776K	–	1379
2024 Q1	$776K	Sell	7,609 -291	-4%	-$29.7K	0.01%	916
2023 Q4	$860K	Sell	7,900 -6,000	-43%	-$583K	0.01%	1023
2023 Q3	$1.43M	Buy	+13,900	New	+$1.56M	0.01%	719
2023 Q2	–	Sell	-23,040	Closed	-$2.26M	–	1628
2023 Q1	$2.26M	Buy	+23,040	New	+$2.17M	0.02%	620

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

Jefferies Financial Group's AEIS Position: Q1 2026 in Review

Jefferies Financial Group increased its Advanced Energy (AEIS) stake by 32% in Q1 2026, buying an estimated $710K and bringing the position to 10,101 shares worth $3.26M. The position accounts for 0.02% of the portfolio, ranked #449.

Jefferies Financial Group first reported a position in AEIS in Q1 2023 and has held it in 9 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Jefferies Financial Group held 10,101 shares of Advanced Energy worth $3.26M as of Q1 2026.
Jefferies Financial Group bought 2,451 Advanced Energy shares in Q1 2026, an estimated $710K.
Advanced Energy made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #449 holding.
Jefferies Financial Group first reported a position in Advanced Energy in Q1 2023 and has held it in 9 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.