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Mirabella Financial Services’s Advanced Energy AEIS Stock Holding History

Mirabella Financial Services’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 		$475K Sell
1,472
-286
-16% -$82.9K 0.05% 291
2025
Q4 		$368K Buy
+1,758
New +$358K 0.03% 383
2024
Q2 		– Sell
-5,220
Closed -$532K – 427
2024
Q1 		$532K Buy
+5,220
New +$532K 0.04% 282

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

Mirabella Financial Services's AEIS Position: Q1 2026 in Review

Mirabella Financial Services reduced its Advanced Energy (AEIS) stake by 16% in Q1 2026, selling an estimated $82.9K and leaving 1,472 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #291.

Mirabella Financial Services first reported a position in AEIS in Q1 2024 and has held it in 3 quarters since. The position peaked at $532K in Q1 2024. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Mirabella Financial Services held 1,472 shares of Advanced Energy worth $475K as of Q1 2026.
  • Mirabella Financial Services sold 286 Advanced Energy shares in Q1 2026, an estimated $82.9K.
  • Advanced Energy made up 0.05% of Mirabella Financial Services's portfolio in Q1 2026, its #291 holding.
  • Mirabella Financial Services first reported a position in Advanced Energy in Q1 2024 and has held it in 3 quarters since.
  • Mirabella Financial Services's Advanced Energy position peaked at $532K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.