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Rossby Financial’s Advanced Energy AEIS Stock Holding History

Rossby 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 		$6.32K Buy
19
+14
+280% +$4.06K ﹤0.01% 1420
2025
Q4 		$1.05K Buy
5
+1
+25% +$204 ﹤0.01% 1511
2025
Q3 		$705 Buy
+4
New +$602 ﹤0.01% 1331

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

Rossby Financial's AEIS Position: Q1 2026 in Review

Rossby Financial increased its Advanced Energy (AEIS) stake by 280% in Q1 2026, buying an estimated $4.06K and bringing the position to 19 shares worth $6.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

Rossby Financial first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Rossby Financial held 19 shares of Advanced Energy worth $6.32K as of Q1 2026.
  • Rossby Financial bought 14 Advanced Energy shares in Q1 2026, an estimated $4.06K.
  • Advanced Energy made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1420 holding.
  • Rossby Financial first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.