Ray Dalio
AEIS icon

Ray Dalio’s Advanced Energy AEIS Stock Holding History

Ray Dalio’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 		$905K Sell
2,803
-2,046
-42% -$593K ﹤0.01% 805
2025
Q4 		$1.02M Sell
4,849
-4,624
-49% -$941K ﹤0.01% 878
2025
Q3 		$1.61M Buy
+9,473
New +$1.43M 0.01% 775

Other funds holding AEIS

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

Ray Dalio's AEIS Position: Q1 2026 in Review

Ray Dalio reduced its Advanced Energy (AEIS) stake by 42% in Q1 2026, selling an estimated $593K and leaving 2,803 shares worth $905K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Ray Dalio first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q3 2025. 576 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Ray Dalio held 2,803 shares of Advanced Energy worth $905K as of Q1 2026.
  • Ray Dalio sold 2,046 Advanced Energy shares in Q1 2026, an estimated $593K.
  • Advanced Energy made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #805 holding.
  • Ray Dalio first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • Ray Dalio's Advanced Energy position peaked at $1.61M in Q3 2025.
  • 576 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.