NRD
AEIS icon

Nebula Research & Development’s Advanced Energy AEIS Stock Holding History

Nebula Research & Development’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
2024
Q4 		– Sell
-7,757
Closed -$816K – 879
2024
Q3 		$816K Buy
+7,757
New +$814K 0.1% 383
2024
Q1 		– Sell
-5,060
Closed -$551K – 713
2023
Q4 		$551K Buy
+5,060
New +$492K 0.17% 221

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nebula Research & Development's AEIS Position: Q4 2024 in Review

Nebula Research & Development sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 7,757 shares — an estimated $816K sold.

Nebula Research & Development first reported a position in AEIS in Q4 2023 and held it in 2 quarters. The position peaked at $816K in Q3 2024. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

  • Nebula Research & Development reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
  • Nebula Research & Development sold 7,757 Advanced Energy shares in Q4 2024, an estimated $816K.
  • Nebula Research & Development first reported a position in Advanced Energy in Q4 2023 and held it in 2 quarters.
  • Nebula Research & Development's Advanced Energy position peaked at $816K in Q3 2024.
  • 319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Nebula Research & Development's 13F filing for Q4 2024, filed 14 Feb 2025.