Mount Yale Investment Advisors’s Advanced Energy AEIS Stock Holding History

Mount Yale Investment 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	$2.06M	Buy	6,370 +1,457	+30%	+$422K	0.05%	364
2025 Q4	$1.03M	Sell	4,913 -155	-3%	-$31.5K	0.05%	310
2025 Q3	$862K	Buy	5,068 +4,339	+595%	+$653K	0.06%	308
2025 Q2	$96.6K	Buy	+729	New	+$80.3K	0.01%	666
2021 Q4	–	Sell	-3,220	Closed	-$283K	–	457
2021 Q3	$283K	Buy	3,220 +14	+0.4%	+$1.31K	0.03%	362
2021 Q2	$361K	Sell	3,206 -68	-2%	-$7.21K	0.04%	291
2021 Q1	$357K	Sell	3,274 -127	-4%	-$13.8K	0.05%	289
2020 Q4	$330K	Buy	+3,401	New	+$289K	0.05%	288
2018 Q4	–	Sell	-735	Closed	-$33K	–	322
2018 Q3	$33K	Sell	735 -1,177	-62%	-$68.1K	0.01%	682
2018 Q2	$111K	Buy	1,912 +35	+2%	+$2.21K	0.02%	424
2018 Q1	$120K	Buy	+1,877	New	+$130K	0.03%	397

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's AEIS Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Advanced Energy (AEIS) stake by 30% in Q1 2026, buying an estimated $422K and bringing the position to 6,370 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #364.

Mount Yale Investment Advisors first reported a position in AEIS in Q1 2018 and has held it in 11 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Mount Yale Investment Advisors held 6,370 shares of Advanced Energy worth $2.06M as of Q1 2026.
Mount Yale Investment Advisors bought 1,457 Advanced Energy shares in Q1 2026, an estimated $422K.
Advanced Energy made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #364 holding.
Mount Yale Investment Advisors first reported a position in Advanced Energy in Q1 2018 and has held it in 11 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.