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

Mackenzie 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 		$2.72M Buy
8,444
+6,074
+256% +$1.76M ﹤0.01% 849
2025
Q4 		$505K Hold
2,370
– – ﹤0.01% 1217
2025
Q3 		$403K Hold
2,370
– – ﹤0.01% 1306
2025
Q2 		$314K Hold
2,370
– – ﹤0.01% 1377
2025
Q1 		$226K Hold
2,370
– – ﹤0.01% 1478
2024
Q4 		$274K Hold
2,370
– – ﹤0.01% 1424
2024
Q3 		$249K Hold
2,370
– – ﹤0.01% 1276
2024
Q2 		$258K Hold
2,370
– – ﹤0.01% 1231
2024
Q1 		$242K Hold
2,370
– – ﹤0.01% 1269
2023
Q4 		$258K Hold
2,370
– – ﹤0.01% 1224
2023
Q3 		$235K Sell
2,370
-1,108
-32% -$124K ﹤0.01% 1227
2023
Q2 		$387K Hold
3,478
– – ﹤0.01% 1095
2023
Q1 		$341K Hold
3,478
– – ﹤0.01% 1142
2022
Q4 		$298K Buy
+3,478
New +$292K ﹤0.01% 1093
2019
Q3 		– Sell
-3,917
Closed -$220K – 1003
2019
Q2 		$220K Sell
3,917
-118,358
-97% -$6.34M ﹤0.01% 1018
2019
Q1 		$6.08M Buy
122,275
+34,278
+39% +$1.67M 0.01% 474
2018
Q4 		$3.78M Sell
87,997
-641
-0.7% -$28.6K 0.01% 574
2018
Q3 		$4.58M Buy
88,638
+1,300
+1% +$75.3K 0.01% 510
2018
Q2 		$5.07M Sell
87,338
-2,200
-2% -$139K 0.01% 450
2018
Q1 		$5.72M Sell
89,538
-100
-0.1% -$6.91K 0.01% 414
2017
Q4 		$6.05M Hold
89,638
– – 0.01% 407
2017
Q3 		$7.24M Hold
89,638
– – 0.04% 300
2017
Q2 		$5.8M Sell
89,638
-19,543
-18% -$1.43M 0.03% 298
2017
Q1 		$7.49M Sell
109,181
-2,800
-3% -$173K 0.04% 261
2016
Q4 		$6.13M Sell
111,981
-35,811
-24% -$1.83M 0.04% 262
2016
Q3 		$6.99M Buy
147,792
+44,105
+43% +$1.87M 0.04% 228
2016
Q2 		$3.94M Buy
+103,687
New +$3.71M 0.02% 346

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

Mackenzie Financial's AEIS Position: Q1 2026 in Review

Mackenzie Financial increased its Advanced Energy (AEIS) stake by 256% in Q1 2026, buying an estimated $1.76M and bringing the position to 8,444 shares worth $2.72M. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Mackenzie Financial first reported a position in AEIS in Q2 2016 and has held it in 27 quarters since. The position peaked at $7.49M in Q1 2017. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Mackenzie Financial held 8,444 shares of Advanced Energy worth $2.72M as of Q1 2026.
  • Mackenzie Financial bought 6,074 Advanced Energy shares in Q1 2026, an estimated $1.76M.
  • Advanced Energy made up ﹤0.01% of Mackenzie Financial's portfolio in Q1 2026, its #849 holding.
  • Mackenzie Financial first reported a position in Advanced Energy in Q2 2016 and has held it in 27 quarters since.
  • Mackenzie Financial's Advanced Energy position peaked at $7.49M in Q1 2017.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

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