Rossby Financial
AEIS icon

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
Q3 		$1.97K Sell
7
-3
-30% -$878 ﹤0.01% 2052
2026
Q2 		$3.73K Sell
10
-9
-47% -$3.15K ﹤0.01% 1550
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Rossby Financial's AEIS Position: Q3 2026 in Review

Rossby Financial reduced its Advanced Energy (AEIS) stake by 30% in Q3 2026, selling an estimated $878 and leaving 7 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2052.

Rossby Financial first reported a position in AEIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $6.32K in Q1 2026. 512 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Rossby Financial held 7 shares of Advanced Energy worth $1.97K as of Q3 2026.
  • Rossby Financial sold 3 Advanced Energy shares in Q3 2026, an estimated $878.
  • Advanced Energy made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #2052 holding.
  • Rossby Financial first reported a position in Advanced Energy in Q3 2025 and has held it in 5 quarters since.
  • Rossby Financial's Advanced Energy position peaked at $6.32K in Q1 2026.
  • 512 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.