Principal Financial Group’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $81.1M | Buy |
612,398
+135,102
| +28% | +$17.9M | 0.04% | 336 |
|
2025
Q1 | $45.5M | Buy |
477,296
+1,624
| +0.3% | +$155K | 0.03% | 472 |
|
2024
Q4 | $55M | Sell |
475,672
-8,176
| -2% | -$945K | 0.03% | 434 |
|
2024
Q3 | $50.9M | Buy |
483,848
+53,566
| +12% | +$5.64M | 0.03% | 468 |
|
2024
Q2 | $46.8M | Sell |
430,282
-6,064
| -1% | -$660K | 0.03% | 483 |
|
2024
Q1 | $44.5M | Sell |
436,346
-60,338
| -12% | -$6.15M | 0.03% | 523 |
|
2023
Q4 | $54.1M | Sell |
496,684
-10,266
| -2% | -$1.12M | 0.03% | 418 |
|
2023
Q3 | $52.3M | Sell |
506,950
-11,480
| -2% | -$1.18M | 0.04% | 396 |
|
2023
Q2 | $57.8M | Sell |
518,430
-47,837
| -8% | -$5.33M | 0.04% | 380 |
|
2023
Q1 | $55.5M | Buy |
566,267
+58,342
| +11% | +$5.72M | 0.04% | 397 |
|
2022
Q4 | $43.6M | Buy |
507,925
+17,599
| +4% | +$1.51M | 0.03% | 455 |
|
2022
Q3 | $38M | Sell |
490,326
-9,687
| -2% | -$750K | 0.03% | 467 |
|
2022
Q2 | $36.5M | Sell |
500,013
-28,933
| -5% | -$2.11M | 0.03% | 520 |
|
2022
Q1 | $45.5M | Sell |
528,946
-8,393
| -2% | -$722K | 0.03% | 483 |
|
2021
Q4 | $48.9M | Sell |
537,339
-25,164
| -4% | -$2.29M | 0.03% | 465 |
|
2021
Q3 | $49.4M | Buy |
562,503
+2,571
| +0.5% | +$226K | 0.03% | 446 |
|
2021
Q2 | $63.1M | Buy |
559,932
+40,191
| +8% | +$4.53M | 0.04% | 370 |
|
2021
Q1 | $56.7M | Buy |
519,741
+16,834
| +3% | +$1.84M | 0.04% | 379 |
|
2020
Q4 | $48.8M | Sell |
502,907
-65,546
| -12% | -$6.36M | 0.04% | 387 |
|
2020
Q3 | $35.8M | Sell |
568,453
-6,051
| -1% | -$381K | 0.03% | 449 |
|
2020
Q2 | $38.9M | Sell |
574,504
-17,190
| -3% | -$1.17M | 0.03% | 402 |
|
2020
Q1 | $28.7M | Sell |
591,694
-23,235
| -4% | -$1.13M | 0.03% | 432 |
|
2019
Q4 | $43.8M | Buy |
614,929
+36,265
| +6% | +$2.58M | 0.04% | 424 |
|
2019
Q3 | $33.2M | Sell |
578,664
-1,334
| -0.2% | -$76.6K | 0.03% | 504 |
|
2019
Q2 | $32.6M | Buy |
579,998
+7,916
| +1% | +$445K | 0.03% | 514 |
|
2019
Q1 | $28.4M | Buy |
572,082
+987
| +0.2% | +$49K | 0.03% | 574 |
|
2018
Q4 | $24.5M | Sell |
571,095
-41,051
| -7% | -$1.76M | 0.03% | 594 |
|
2018
Q3 | $31.6M | Sell |
612,146
-21,732
| -3% | -$1.12M | 0.03% | 583 |
|
2018
Q2 | $36.8M | Sell |
633,878
-17,646
| -3% | -$1.03M | 0.03% | 498 |
|
2018
Q1 | $41.6M | Buy |
651,524
+5,673
| +0.9% | +$363K | 0.04% | 447 |
|
2017
Q4 | $43.6M | Buy |
645,851
+24,799
| +4% | +$1.67M | 0.04% | 456 |
|
2017
Q3 | $50.2M | Sell |
621,052
-63,471
| -9% | -$5.13M | 0.05% | 413 |
|
2017
Q2 | $44.3M | Sell |
684,523
-174,481
| -20% | -$11.3M | 0.04% | 441 |
|
2017
Q1 | $58.9M | Buy |
859,004
+5,151
| +0.6% | +$353K | 0.07% | 288 |
|
2016
Q4 | $46.7M | Buy |
853,853
+60,049
| +8% | +$3.29M | 0.06% | 326 |
|
2016
Q3 | $37.6M | Sell |
793,804
-6,815
| -0.9% | -$322K | 0.05% | 383 |
|
2016
Q2 | $30.4M | Buy |
800,619
+933
| +0.1% | +$35.4K | 0.04% | 428 |
|
2016
Q1 | $27.8M | Buy |
799,686
+521,808
| +188% | +$18.2M | 0.04% | 435 |
|
2015
Q4 | $7.85M | Buy |
277,878
+8,713
| +3% | +$246K | 0.01% | 1105 |
|
2015
Q3 | $7.08M | Buy |
269,165
+23,988
| +10% | +$631K | 0.01% | 1155 |
|
2015
Q2 | $6.74M | Buy |
245,177
+8,192
| +3% | +$225K | 0.01% | 1267 |
|
2015
Q1 | $6.08M | Buy |
236,985
+8,683
| +4% | +$223K | 0.01% | 1285 |
|
2014
Q4 | $5.41M | Buy |
228,302
+2,448
| +1% | +$58K | 0.01% | 1339 |
|
2014
Q3 | $4.24M | Sell |
225,854
-4,393
| -2% | -$82.5K | 0.01% | 1420 |
|
2014
Q2 | $4.43M | Sell |
230,247
-10,327
| -4% | -$199K | 0.01% | 1441 |
|
2014
Q1 | $5.89M | Buy |
240,574
+12,967
| +6% | +$318K | 0.01% | 1262 |
|
2013
Q4 | $5.2M | Buy |
227,607
+14,306
| +7% | +$327K | 0.01% | 1329 |
|
2013
Q3 | $3.74M | Buy |
213,301
+6,765
| +3% | +$119K | 0.01% | 1448 |
|
2013
Q2 | $3.6M | Buy |
+206,536
| New | +$3.6M | 0.01% | 1387 |
|