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Optimize Financial’s Advanced Energy AEIS Stock Holding History

Optimize Financial’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 		$378K Sell
1,172
-912
-44% -$264K 0.19% 206
2025
Q4 		$436K Buy
2,084
+28
+1% +$5.7K 0.22% 184
2025
Q3 		$350K Buy
+2,056
New +$310K 0.18% 231

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

Optimize Financial's AEIS Position: Q1 2026 in Review

Optimize Financial reduced its Advanced Energy (AEIS) stake by 44% in Q1 2026, selling an estimated $264K and leaving 1,172 shares worth $378K. The position accounts for 0.19% of the portfolio, ranked #206.

Optimize Financial first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Optimize Financial held 1,172 shares of Advanced Energy worth $378K as of Q1 2026.
  • Optimize Financial sold 912 Advanced Energy shares in Q1 2026, an estimated $264K.
  • Advanced Energy made up 0.19% of Optimize Financial's portfolio in Q1 2026, its #206 holding.
  • Optimize Financial first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • Optimize Financial's Advanced Energy position peaked at $436K in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.