NA
AEIS icon

Navellier & Associates’s Advanced Energy AEIS Stock Holding History

Navellier & Associates’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 		$5.41M Buy
+16,773
New +$4.86M 0.56% 40
2018
Q1 		– Sell
-4,754
Closed -$321K – 305
2017
Q4 		$321K Sell
4,754
-14,481
-75% -$1.17M 0.06% 216
2017
Q3 		$1.55M Buy
19,235
+2,137
+12% +$155K 0.3% 76
2017
Q2 		$1.11M Buy
17,098
+6,442
+60% +$471K 0.17% 135
2017
Q1 		$731K Buy
+10,656
New +$658K 0.11% 160

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

Navellier & Associates's AEIS Position: Q1 2026 in Review

Navellier & Associates opened a new position in Advanced Energy (AEIS) in Q1 2026: 16,773 shares worth $5.41M. The stake represents 0.56% of the portfolio and ranks #40 among its holdings. This is a return to the name: Navellier & Associates previously reported a position in AEIS as recently as Q4 2017.

Navellier & Associates first reported a position in AEIS in Q1 2017 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Navellier & Associates held 16,773 shares of Advanced Energy worth $5.41M as of Q1 2026.
  • Advanced Energy was a new Navellier & Associates position in Q1 2026.
  • Advanced Energy made up 0.56% of Navellier & Associates's portfolio in Q1 2026, its #40 holding.
  • Navellier & Associates first reported a position in Advanced Energy in Q1 2017 and has held it in 5 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.