Sage Rhino Capital’s Advanced Energy AEIS Stock Holding History

Sage Rhino Capital’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	–	Sell	-1,342	Closed	-$281K	–	333
2025 Q4	$281K	Sell	1,342 -19	-1%	-$3.87K	0.05%	206
2025 Q3	$232K	Buy	+1,361	New	+$205K	0.04%	237

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sage Rhino Capital's AEIS Position: Q1 2026 in Review

Sage Rhino Capital sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 1,342 shares — an estimated $281K sold.

Sage Rhino Capital first reported a position in AEIS in Q3 2025 and held it in 2 quarters. The position peaked at $281K in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Sage Rhino Capital reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
Sage Rhino Capital sold 1,342 Advanced Energy shares in Q1 2026, an estimated $281K.
Sage Rhino Capital first reported a position in Advanced Energy in Q3 2025 and held it in 2 quarters.
Sage Rhino Capital's Advanced Energy position peaked at $281K in Q4 2025.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Sage Rhino Capital's 13F filing for Q1 2026, filed 28 Apr 2026.