New York Life Investment Management’s Advanced Energy AEIS Stock Holding History

New York Life Investment Management’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	$1.61M	Buy	+4,984	New	+$1.44M	0.01%	581
2024 Q2	–	Sell	-3,616	Closed	-$369K	–	860
2024 Q1	$369K	Buy	3,616 +91	+3%	+$9.28K	﹤0.01%	1007
2023 Q4	$384K	Sell	3,525 -102	-3%	-$9.92K	﹤0.01%	1032
2023 Q3	$374K	Sell	3,627 -578	-14%	-$64.7K	﹤0.01%	948
2023 Q2	$469K	Sell	4,205 -717	-15%	-$68.4K	﹤0.01%	774
2023 Q1	$482K	Sell	4,922 -1,669	-25%	-$157K	0.01%	851
2022 Q4	$565K	Buy	6,591 +708	+12%	+$59.4K	0.01%	820
2022 Q3	$455K	Buy	5,883 +465	+9%	+$39.9K	0.01%	819
2022 Q2	$395K	Buy	+5,418	New	+$419K	﹤0.01%	977

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

New York Life Investment Management's AEIS Position: Q1 2026 in Review

New York Life Investment Management opened a new position in Advanced Energy (AEIS) in Q1 2026: 4,984 shares worth $1.61M. The stake represents 0.01% of the portfolio and ranks #581 among its holdings. This is a return to the name: New York Life Investment Management previously reported a position in AEIS as recently as Q1 2024.

New York Life Investment Management first reported a position in AEIS in Q2 2022 and has held it in 9 quarters since. 576 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

New York Life Investment Management held 4,984 shares of Advanced Energy worth $1.61M as of Q1 2026.
Advanced Energy was a new New York Life Investment Management position in Q1 2026.
Advanced Energy made up 0.01% of New York Life Investment Management's portfolio in Q1 2026, its #581 holding.
New York Life Investment Management first reported a position in Advanced Energy in Q2 2022 and has held it in 9 quarters since.
576 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on New York Life Investment Management's 13F filing for Q1 2026, filed 7 May 2026.