Nisa Investment Advisors’s Advanced Energy AEIS Stock Holding History

Nisa 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	$1.63M	Sell	5,066 -3	-0.1%	-$869	0.01%	653
2025 Q4	$1.06M	Sell	5,069 -20	-0.4%	-$4.07K	﹤0.01%	807
2025 Q3	$866K	Buy	5,089 +113	+2%	+$17K	﹤0.01%	878
2025 Q2	$659K	Sell	4,976 -192	-4%	-$21.1K	﹤0.01%	930
2025 Q1	$493K	Buy	5,168 +160	+3%	+$18.3K	﹤0.01%	1007
2024 Q4	$579K	Buy	5,008 +85	+2%	+$9.56K	﹤0.01%	1027
2024 Q3	$518K	Sell	4,923 -1,329	-21%	-$140K	﹤0.01%	1034
2024 Q2	$680K	Buy	6,252 +212	+4%	+$21.7K	﹤0.01%	983
2024 Q1	$616K	Buy	6,040 +27	+0.4%	+$2.75K	﹤0.01%	1012
2023 Q4	$655K	Sell	6,013 -20	-0.3%	-$1.94K	﹤0.01%	972
2023 Q3	$622K	Sell	6,033 -1,300	-18%	-$146K	﹤0.01%	1001
2023 Q2	$817K	Buy	7,333 +2,520	+52%	+$240K	0.01%	928
2023 Q1	$472K	Buy	4,813 +20	+0.4%	+$1.88K	﹤0.01%	1081
2022 Q4	$411K	Hold	4,793	–	–	﹤0.01%	1177
2022 Q3	$372K	Buy	4,793 +25	+0.5%	+$2.15K	﹤0.01%	1123
2022 Q2	$348K	Sell	4,768 -440	-8%	-$34K	﹤0.01%	1167
2022 Q1	$448K	Buy	+5,208	New	+$451K	﹤0.01%	1117
2021 Q4	–	Sell	-5,590	Closed	-$491	–	2154
2021 Q3	$491	Hold	5,590	–	–	﹤0.01%	1125
2021 Q2	$630	Sell	5,590 -3,900	-41%	-$413K	﹤0.01%	1077
2021 Q1	$1.04K	Sell	9,490 -6,100	-39%	-$661K	0.01%	933
2020 Q4	$1.51M	Sell	15,590 -200	-1%	-$17K	0.01%	771
2020 Q3	$994K	Buy	15,790 +900	+6%	+$62.9K	0.01%	813
2020 Q2	$1.01M	Buy	14,890 +50	+0.3%	+$2.98K	0.01%	787
2020 Q1	$720K	Sell	14,840 -130	-0.9%	-$8.25K	0.01%	808
2019 Q4	$1.07M	Buy	14,970 +240	+2%	+$14.9K	0.01%	858
2019 Q3	$846K	Hold	14,730	–	–	0.01%	919
2019 Q2	$829K	Hold	14,730	–	–	0.01%	911
2019 Q1	$732K	Hold	14,730	–	–	0.01%	943
2018 Q4	$632K	Hold	14,730	–	–	0.01%	926
2018 Q3	$761K	Hold	14,730	–	–	0.01%	974
2018 Q2	$856K	Hold	14,730	–	–	0.01%	888
2018 Q1	$974K	Sell	14,730 -50	-0.3%	-$3.46K	0.01%	823
2017 Q4	$997K	Hold	14,780	–	–	0.01%	831
2017 Q3	$1.19M	Hold	14,780	–	–	0.01%	768
2017 Q2	$1.08M	Buy	14,780 +150	+1%	+$11K	0.01%	791
2017 Q1	$1M	Sell	14,630 -1,120	-7%	-$69.2K	0.01%	816
2016 Q4	$862K	Sell	15,750 -450	-3%	-$23.1K	0.01%	860
2016 Q3	$767K	Buy	16,200 +2,000	+14%	+$85K	0.01%	877
2016 Q2	$539K	Hold	14,200	–	–	0.01%	958
2016 Q1	$494K	Hold	14,200	–	–	0.01%	1007
2015 Q4	$401K	Hold	14,200	–	–	0.01%	1021
2015 Q3	$353K	Hold	14,200	–	–	0.01%	1070
2015 Q2	$390K	Hold	14,200	–	–	0.01%	1096
2015 Q1	$364K	Buy	14,200 +700	+5%	+$17.8K	0.01%	1130
2014 Q4	$320K	Hold	13,500	–	–	﹤0.01%	1135
2014 Q3	$254K	Hold	13,500	–	–	﹤0.01%	1189
2014 Q2	$260K	Sell	13,500 -13,000	-49%	-$266K	﹤0.01%	1214
2014 Q1	$649K	Sell	26,500 -5,500	-17%	-$144K	0.01%	946
2013 Q4	$732K	Buy	32,000 +5,000	+19%	+$107K	0.01%	902
2013 Q3	$473K	Hold	27,000	–	–	0.01%	1028
2013 Q2	$470K	Buy	+27,000	New	+$482K	0.01%	1030

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

Nisa Investment Advisors's AEIS Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Advanced Energy (AEIS) stake by 0.06% in Q1 2026, selling an estimated $869 and leaving 5,066 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #653.

Nisa Investment Advisors first reported a position in AEIS in Q2 2013 and has held it in 51 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Nisa Investment Advisors held 5,066 shares of Advanced Energy worth $1.63M as of Q1 2026.
Nisa Investment Advisors sold 3 Advanced Energy shares in Q1 2026, an estimated $869.
Advanced Energy made up 0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #653 holding.
Nisa Investment Advisors first reported a position in Advanced Energy in Q2 2013 and has held it in 51 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.