Krilogy Financial’s Advanced Energy AEIS Stock Holding History

Krilogy Financial’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	$309K	Buy	831 +2	+0.2%	+$580	0.01%	731
2025 Q4	$218K	Buy	+829	New	+$169K	0.01%	843

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

Krilogy Financial's AEIS Position: Q1 2026 in Review

Krilogy Financial increased its Advanced Energy (AEIS) stake by 0.24% in Q1 2026, buying an estimated $580 and bringing the position to 831 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #731.

Krilogy Financial first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Krilogy Financial held 831 shares of Advanced Energy worth $309K as of Q1 2026.
Krilogy Financial bought 2 Advanced Energy shares in Q1 2026, an estimated $580.
Advanced Energy made up 0.01% of Krilogy Financial's portfolio in Q1 2026, its #731 holding.
Krilogy Financial first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.