Mercer Global Advisors
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Mercer Global Advisors’s Advanced Energy AEIS Stock Holding History

Mercer Global Advisors’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 		$904K Buy
2,802
+108
+4% +$31.3K ﹤0.01% 1619
2025
Q4 		$564K Buy
2,694
+498
+23% +$101K ﹤0.01% 1785
2025
Q3 		$374K Buy
2,196
+676
+44% +$102K ﹤0.01% 1939
2025
Q2 		$201K Sell
1,520
-1,120
-42% -$123K ﹤0.01% 2077
2025
Q1 		$252K Sell
2,640
-261
-9% -$29.8K ﹤0.01% 1847
2024
Q4 		$335K Buy
+2,901
New +$326K ﹤0.01% 1680
2024
Q1 		– Sell
-6,160
Closed -$671K – 1955
2023
Q4 		$671K Buy
6,160
+138
+2% +$13.4K ﹤0.01% 1157
2023
Q3 		$621K Buy
6,022
+611
+11% +$68.4K ﹤0.01% 1143
2023
Q2 		$603K Buy
5,411
+3,288
+155% +$314K ﹤0.01% 1145
2023
Q1 		$208K Buy
+2,123
New +$200K ﹤0.01% 1711
2022
Q4 		– Sell
-4,108
Closed -$318K – 1929
2022
Q3 		$318K Buy
4,108
+27
+0.7% +$2.32K ﹤0.01% 1370
2022
Q2 		$298K Buy
4,081
+50
+1% +$3.87K ﹤0.01% 1425
2022
Q1 		$347K Buy
4,031
+1,660
+70% +$144K ﹤0.01% 1436
2021
Q4 		$216K Buy
2,371
+61
+3% +$5.43K ﹤0.01% 1621
2021
Q3 		$203K Buy
2,310
+77
+3% +$7.2K ﹤0.01% 1613
2021
Q2 		$252K Buy
2,233
+283
+15% +$30K ﹤0.01% 1459
2021
Q1 		$213K Buy
+1,950
New +$211K ﹤0.01% 1451

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

Mercer Global Advisors's AEIS Position: Q1 2026 in Review

Mercer Global Advisors increased its Advanced Energy (AEIS) stake by 4% in Q1 2026, buying an estimated $31.3K and bringing the position to 2,802 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #1619.

Mercer Global Advisors first reported a position in AEIS in Q1 2021 and has held it in 17 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Mercer Global Advisors held 2,802 shares of Advanced Energy worth $904K as of Q1 2026.
  • Mercer Global Advisors bought 108 Advanced Energy shares in Q1 2026, an estimated $31.3K.
  • Advanced Energy made up ﹤0.01% of Mercer Global Advisors's portfolio in Q1 2026, its #1619 holding.
  • Mercer Global Advisors first reported a position in Advanced Energy in Q1 2021 and has held it in 17 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.