LPL Financial
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LPL Financial’s Advanced Energy AEIS Stock Holding History

LPL 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 		$19.2M Buy
59,649
+15,967
+37% +$4.63M 0.01% 1495
2025
Q4 		$9.15M Buy
43,682
+6,068
+16% +$1.23M ﹤0.01% 2015
2025
Q3 		$6.4M Buy
37,614
+3,470
+10% +$522K ﹤0.01% 2258
2025
Q2 		$4.52M Buy
34,144
+3,395
+11% +$374K ﹤0.01% 2399
2025
Q1 		$2.93M Buy
30,749
+3,911
+15% +$447K ﹤0.01% 2585
2024
Q4 		$3.1M Buy
26,838
+3,762
+16% +$423K ﹤0.01% 2477
2024
Q3 		$2.43M Sell
23,076
-2,285
-9% -$240K ﹤0.01% 2544
2024
Q2 		$2.76M Sell
25,361
-4
-0% -$410 ﹤0.01% 2333
2024
Q1 		$2.59M Buy
25,365
+523
+2% +$53.3K ﹤0.01% 2308
2023
Q4 		$2.71M Buy
24,842
+861
+4% +$83.7K ﹤0.01% 2153
2023
Q3 		$2.47M Sell
23,981
-21
-0.1% -$2.35K ﹤0.01% 2129
2023
Q2 		$2.68M Buy
24,002
+353
+1% +$33.7K ﹤0.01% 2007
2023
Q1 		$2.32M Sell
23,649
-1,482
-6% -$140K ﹤0.01% 2026
2022
Q4 		$2.16M Buy
25,131
+963
+4% +$80.9K ﹤0.01% 2017
2022
Q3 		$1.87M Buy
24,168
+407
+2% +$34.9K ﹤0.01% 2039
2022
Q2 		$1.73M Buy
23,761
+874
+4% +$67.6K ﹤0.01% 2134
2022
Q1 		$1.97M Buy
22,887
+903
+4% +$78.2K ﹤0.01% 2078
2021
Q4 		$2M Sell
21,984
-240
-1% -$21.4K ﹤0.01% 2089
2021
Q3 		$1.95M Buy
22,224
+1,762
+9% +$165K ﹤0.01% 2068
2021
Q2 		$2.31M Buy
20,462
+22
+0.1% +$2.33K ﹤0.01% 1864
2021
Q1 		$2.23M Sell
20,440
-460
-2% -$49.9K ﹤0.01% 1765
2020
Q4 		$2.03M Sell
20,900
-372
-2% -$31.7K ﹤0.01% 1667
2020
Q3 		$1.34M Buy
21,272
+122
+0.6% +$8.52K ﹤0.01% 1712
2020
Q2 		$1.43M Sell
21,150
-634
-3% -$37.8K ﹤0.01% 1566
2020
Q1 		$1.06M Sell
21,784
-1,780
-8% -$113K ﹤0.01% 1581
2019
Q4 		$1.68M Buy
23,564
+11,602
+97% +$722K ﹤0.01% 1475
2019
Q3 		$687K Sell
11,962
-382
-3% -$20.6K ﹤0.01% 2009
2019
Q2 		$695K Sell
12,344
-140
-1% -$7.5K ﹤0.01% 1997
2019
Q1 		$620K Buy
12,484
+2,148
+21% +$104K ﹤0.01% 2030
2018
Q4 		$444K Buy
10,336
+2,350
+29% +$105K ﹤0.01% 2128
2018
Q3 		$412K Buy
+7,986
New +$462K ﹤0.01% 2397
2018
Q1 		– Sell
-3,299
Closed -$223K – 3178
2017
Q4 		$223K Buy
3,299
+662
+25% +$53.3K ﹤0.01% 2734
2017
Q3 		$213K Buy
+2,637
New +$191K ﹤0.01% 2625
2017
Q2 		– Sell
-17,458
Closed -$1.19M – 2798
2017
Q1 		$1.19M Buy
17,458
+1,621
+10% +$100K 0.01% 1141
2016
Q4 		$868K Sell
15,837
-1,836
-10% -$94.1K 0.01% 1318
2016
Q3 		$828K Buy
17,673
+895
+5% +$38K 0.01% 1343
2016
Q2 		$626K Sell
16,778
-14,562
-46% -$521K 0.01% 1483
2016
Q1 		$1.09M Buy
+31,340
New +$917K ﹤0.01% 1606
2015
Q2 		– Sell
-21,275
Closed -$547K – 2874
2015
Q1 		$547K Buy
+21,275
New +$541K ﹤0.01% 1792
2013
Q3 		– Sell
-50,689
Closed -$882K – 2536
2013
Q2 		$882K Buy
+50,689
New +$906K 0.01% 1205

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

LPL Financial's AEIS Position: Q1 2026 in Review

LPL Financial increased its Advanced Energy (AEIS) stake by 37% in Q1 2026, buying an estimated $4.63M and bringing the position to 59,649 shares worth $19.2M. The position accounts for 0.01% of the portfolio, ranked #1495.

LPL Financial first reported a position in AEIS in Q2 2013 and has held it in 40 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • LPL Financial held 59,649 shares of Advanced Energy worth $19.2M as of Q1 2026.
  • LPL Financial bought 15,967 Advanced Energy shares in Q1 2026, an estimated $4.63M.
  • Advanced Energy made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1495 holding.
  • LPL Financial first reported a position in Advanced Energy in Q2 2013 and has held it in 40 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.