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New Age Alpha Advisors’s Advanced Energy AEIS Stock Holding History

New Age Alpha 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
2025
Q4 		– Sell
-3,340
Closed -$568K – 765
2025
Q3 		$568K Sell
3,340
-99
-3% -$14.9K 0.02% 478
2025
Q2 		$456K Sell
3,439
-270
-7% -$29.7K 0.02% 490
2025
Q1 		$354K Buy
3,709
+2,390
+181% +$273K 0.02% 557
2024
Q4 		$153K Buy
+1,319
New +$148K 0.01% 701

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

New Age Alpha Advisors's AEIS Position: Q4 2025 in Review

New Age Alpha Advisors sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 3,340 shares — an estimated $568K sold.

New Age Alpha Advisors first reported a position in AEIS in Q4 2024 and held it in 4 quarters. The position peaked at $568K in Q3 2025. 465 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • New Age Alpha Advisors reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • New Age Alpha Advisors sold 3,340 Advanced Energy shares in Q4 2025, an estimated $568K.
  • New Age Alpha Advisors first reported a position in Advanced Energy in Q4 2024 and held it in 4 quarters.
  • New Age Alpha Advisors's Advanced Energy position peaked at $568K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on New Age Alpha Advisors's 13F filing for Q4 2025, filed 9 Feb 2026.