Salomon & Ludwin’s Advanced Energy AEIS Stock Holding History

Salomon & Ludwin’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	-271	Closed	-$61.7K	–	2096
2025 Q4	$61.7K	Buy	271 +7	+3%	+$1.43K	0.01%	350
2025 Q3	$45.9K	Buy	+264	New	+$39.8K	﹤0.01%	405

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Salomon & Ludwin's AEIS Position: Q1 2026 in Review

Salomon & Ludwin sold out of Advanced Energy (AEIS) in Q1 2026, closing a stake of 271 shares — an estimated $61.7K sold.

Salomon & Ludwin first reported a position in AEIS in Q3 2025 and held it in 2 quarters. The position peaked at $61.7K in Q4 2025. 579 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Salomon & Ludwin reported no remaining Advanced Energy position as of Q1 2026 after selling out during the quarter.
Salomon & Ludwin sold 271 Advanced Energy shares in Q1 2026, an estimated $61.7K.
Salomon & Ludwin first reported a position in Advanced Energy in Q3 2025 and held it in 2 quarters.
Salomon & Ludwin's Advanced Energy position peaked at $61.7K in Q4 2025.
579 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.