Pinnacle Associates’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7M | Sell |
79,632
-9,936
| -11% | -$2.88M | 0.33% | 74 |
|
|
2025
Q4 | $18.8M | Sell |
89,568
-5,862
| -6% | -$1.19M | 0.24% | 95 |
|
|
2025
Q3 | $16.2M | Sell |
95,430
-4,410
| -4% | -$664K | 0.22% | 106 |
|
|
2025
Q2 | $13.2M | Sell |
99,840
-37,020
| -27% | -$4.08M | 0.19% | 123 |
|
|
2025
Q1 | $13M | Sell |
136,860
-6,630
| -5% | -$757K | 0.19% | 118 |
|
|
2024
Q4 | $16.6M | Sell |
143,490
-33,193
| -19% | -$3.73M | 0.23% | 99 |
|
|
2024
Q3 | $19.2M | Buy |
176,683
+6,217
| +4% | +$653K | 0.33% | 86 |
|
|
2024
Q2 | $18.5M | Sell |
170,466
-5,226
| -3% | -$535K | 0.29% | 93 |
|
|
2024
Q1 | $17.9M | Sell |
175,692
-991
| -0.6% | -$101K | 0.28% | 96 |
|
|
2023
Q4 | $19.2M | Sell |
176,683
-1,385
| -0.8% | -$135K | 0.32% | 87 |
|
|
2023
Q3 | $18.4M | Sell |
178,068
-7,807
| -4% | -$874K | 0.34% | 80 |
|
|
2023
Q2 | $20.7M | Sell |
185,875
-7,354
| -4% | -$701K | 0.36% | 78 |
|
|
2023
Q1 | $18.9M | Sell |
193,229
-3,308
| -2% | -$312K | 0.39% | 72 |
|
|
2022
Q4 | $16.9M | Sell |
196,537
-4,136
| -2% | -$347K | 0.37% | 78 |
|
|
2022
Q3 | $15.5M | Sell |
200,673
-6,115
| -3% | -$525K | 0.36% | 80 |
|
|
2022
Q2 | $15.1M | Buy |
206,788
+958
| +0.5% | +$74.1K | 0.33% | 90 |
|
|
2022
Q1 | $17.7M | Sell |
205,830
-11,332
| -5% | -$981K | 0.31% | 95 |
|
|
2021
Q4 | $19.8M | Sell |
217,162
-1,558
| -0.7% | -$139K | 0.34% | 85 |
|
|
2021
Q3 | $19.2M | Sell |
218,720
-9,511
| -4% | -$890K | 0.35% | 77 |
|
|
2021
Q2 | $25.7M | Buy |
228,231
+2,744
| +1% | +$291K | 0.47% | 59 |
|
|
2021
Q1 | $24.6M | Sell |
225,487
-22,540
| -9% | -$2.44M | 0.47% | 63 |
|
|
2020
Q4 | $24.1M | Sell |
248,027
-18,676
| -7% | -$1.59M | 0.49% | 57 |
|
|
2020
Q3 | $16.8M | Sell |
266,703
-11,665
| -4% | -$815K | 0.4% | 71 |
|
|
2020
Q2 | $18.9M | Sell |
278,368
-2,790
| -1% | -$166K | 0.47% | 61 |
|
|
2020
Q1 | $13.6M | Sell |
281,158
-45,385
| -14% | -$2.88M | 0.41% | 72 |
|
|
2019
Q4 | $23.3M | Buy |
326,543
+111,695
| +52% | +$6.95M | 0.51% | 58 |
|
|
2019
Q3 | $12.3M | Sell |
214,848
-13,105
| -6% | -$708K | 0.29% | 93 |
|
|
2019
Q2 | $12.8M | Sell |
227,953
-22,200
| -9% | -$1.19M | 0.3% | 90 |
|
|
2019
Q1 | $12.4M | Sell |
250,153
-5,335
| -2% | -$259K | 0.28% | 101 |
|
|
2018
Q4 | $11M | Sell |
255,488
-10,622
| -4% | -$473K | 0.28% | 100 |
|
|
2018
Q3 | $13.7M | Sell |
266,110
-41,980
| -14% | -$2.43M | 0.29% | 97 |
|
|
2018
Q2 | $17.9M | Sell |
308,090
-50,330
| -14% | -$3.18M | 0.37% | 77 |
|
|
2018
Q1 | $22.9M | Buy |
+358,420
| New | +$24.8M | 0.45% | 61 |
|
Other funds holding AEIS
VPM
VCM
Pinnacle Associates's AEIS Position: Q1 2026 in Review
Pinnacle Associates reduced its Advanced Energy (AEIS) stake by 11% in Q1 2026, selling an estimated $2.88M and leaving 79,632 shares worth $25.7M. The position accounts for 0.33% of the portfolio, ranked #74.
Pinnacle Associates first reported a position in AEIS in Q1 2018 and has held it in 33 quarters since. The position peaked at $25.7M in Q2 2021. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.
- Pinnacle Associates held 79,632 shares of Advanced Energy worth $25.7M as of Q1 2026.
- Pinnacle Associates sold 9,936 Advanced Energy shares in Q1 2026, an estimated $2.88M.
- Advanced Energy made up 0.33% of Pinnacle Associates's portfolio in Q1 2026, its #74 holding.
- Pinnacle Associates first reported a position in Advanced Energy in Q1 2018 and has held it in 33 quarters since.
- Pinnacle Associates's Advanced Energy position peaked at $25.7M in Q2 2021.
- 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.
Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.