Raymond James Financial
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Raymond James Financial’s Advanced Energy AEIS Stock Holding History

Raymond James 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 		$29.4M Buy
91,130
+6,273
+7% +$1.82M 0.01% 1210
2025
Q4 		$17.8M Sell
84,857
-4,531
-5% -$922K 0.01% 1533
2025
Q3 		$15.2M Buy
89,388
+16,989
+23% +$2.56M ﹤0.01% 1608
2025
Q2 		$9.59M Buy
72,399
+39,963
+123% +$4.4M ﹤0.01% 1908
2025
Q1 		$3.09M Sell
32,436
-52,869
-62% -$6.04M ﹤0.01% 2675
2024
Q4 		$9.86M Buy
+85,305
New +$9.59M ﹤0.01% 1852

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

Raymond James Financial's AEIS Position: Q1 2026 in Review

Raymond James Financial increased its Advanced Energy (AEIS) stake by 7.4% in Q1 2026, buying an estimated $1.82M and bringing the position to 91,130 shares worth $29.4M. The position accounts for 0.01% of the portfolio, ranked #1210.

Raymond James Financial first reported a position in AEIS in Q4 2024 and has held it in 6 quarters since. 576 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Raymond James Financial held 91,130 shares of Advanced Energy worth $29.4M as of Q1 2026.
  • Raymond James Financial bought 6,273 Advanced Energy shares in Q1 2026, an estimated $1.82M.
  • Advanced Energy made up 0.01% of Raymond James Financial's portfolio in Q1 2026, its #1210 holding.
  • Raymond James Financial first reported a position in Advanced Energy in Q4 2024 and has held it in 6 quarters since.
  • 576 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.