Krilogy Financial
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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
Q3 		$599K Buy
2,132
+1,224
+135% +$358K 0.02% 610
2026
Q2 		$339K Buy
908
+77
+9% +$26.9K 0.01% 772
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Krilogy Financial's AEIS Position: Q3 2026 in Review

Krilogy Financial increased its Advanced Energy (AEIS) stake by 135% in Q3 2026, buying an estimated $358K and bringing the position to 2,132 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #610.

Krilogy Financial first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Krilogy Financial held 2,132 shares of Advanced Energy worth $599K as of Q3 2026.
  • Krilogy Financial bought 1,224 Advanced Energy shares in Q3 2026, an estimated $358K.
  • Advanced Energy made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #610 holding.
  • Krilogy Financial first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.