Stifel Financial’s Advanced Energy AEIS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.56M | Sell |
11,032
-11,320
| -51% | -$3.28M | ﹤0.01% | 1561 |
|
|
2025
Q4 | $4.68M | Buy |
22,352
+2,175
| +11% | +$443K | ﹤0.01% | 1377 |
|
|
2025
Q3 | $3.43M | Buy |
20,177
+12,769
| +172% | +$1.92M | ﹤0.01% | 1513 |
|
|
2025
Q2 | $982K | Sell |
7,408
-587
| -7% | -$64.7K | ﹤0.01% | 2344 |
|
|
2025
Q1 | $762K | Sell |
7,995
-3,041
| -28% | -$347K | ﹤0.01% | 2409 |
|
|
2024
Q4 | $1.28M | Buy |
11,036
+284
| +3% | +$31.9K | ﹤0.01% | 2092 |
|
|
2024
Q3 | $1.13M | Buy |
10,752
+102
| +1% | +$10.7K | ﹤0.01% | 2150 |
|
|
2024
Q2 | $1.16M | Buy |
10,650
+1,994
| +23% | +$204K | ﹤0.01% | 2075 |
|
|
2024
Q1 | $883K | Sell |
8,656
-2,382
| -22% | -$243K | ﹤0.01% | 2263 |
|
|
2023
Q4 | $1.2M | Buy |
11,038
+621
| +6% | +$60.4K | ﹤0.01% | 2017 |
|
|
2023
Q3 | $1.07M | Sell |
10,417
-2,386
| -19% | -$267K | ﹤0.01% | 2003 |
|
|
2023
Q2 | $1.43M | Sell |
12,803
-47
| -0.4% | -$4.48K | ﹤0.01% | 1843 |
|
|
2023
Q1 | $1.26M | Buy |
12,850
+2,764
| +27% | +$260K | ﹤0.01% | 1885 |
|
|
2022
Q4 | $865K | Buy |
10,086
+1,094
| +12% | +$91.9K | ﹤0.01% | 2107 |
|
|
2022
Q3 | $696K | Buy |
8,992
+525
| +6% | +$45K | ﹤0.01% | 2213 |
|
|
2022
Q2 | $618K | Sell |
8,467
-2,375
| -22% | -$184K | ﹤0.01% | 2340 |
|
|
2022
Q1 | $934K | Buy |
10,842
+2,418
| +29% | +$209K | ﹤0.01% | 2159 |
|
|
2021
Q4 | $768K | Sell |
8,424
-437
| -5% | -$38.9K | ﹤0.01% | 2311 |
|
|
2021
Q3 | $777K | Sell |
8,861
-6,174
| -41% | -$577K | ﹤0.01% | 2283 |
|
|
2021
Q2 | $1.69M | Sell |
15,035
-190
| -1% | -$20.1K | ﹤0.01% | 1732 |
|
|
2021
Q1 | $1.66M | Buy |
15,225
+794
| +6% | +$86.1K | ﹤0.01% | 1636 |
|
|
2020
Q4 | $1.4M | Buy |
14,431
+3,079
| +27% | +$262K | ﹤0.01% | 1611 |
|
|
2020
Q3 | $715K | Sell |
11,352
-3,246
| -22% | -$227K | ﹤0.01% | 1862 |
|
|
2020
Q2 | $990K | Sell |
14,598
-3,021
| -17% | -$180K | ﹤0.01% | 1568 |
|
|
2020
Q1 | $832K | Buy |
17,619
+3,264
| +23% | +$207K | ﹤0.01% | 1548 |
|
|
2019
Q4 | $1.02M | Buy |
14,355
+1,912
| +15% | +$119K | ﹤0.01% | 1820 |
|
|
2019
Q3 | $711K | Buy |
12,443
+312
| +3% | +$16.8K | ﹤0.01% | 1967 |
|
|
2019
Q2 | $681K | Buy |
12,131
+2,237
| +23% | +$120K | ﹤0.01% | 2032 |
|
|
2019
Q1 | $488K | Sell |
9,894
-11,628
| -54% | -$565K | ﹤0.01% | 2079 |
|
|
2018
Q4 | $919K | Buy |
21,522
+2,298
| +12% | +$102K | ﹤0.01% | 1581 |
|
|
2018
Q3 | $990K | Sell |
19,224
-2,719
| -12% | -$157K | ﹤0.01% | 1671 |
|
|
2018
Q2 | $1.28M | Sell |
21,943
-153,770
| -88% | -$9.72M | ﹤0.01% | 1468 |
|
|
2018
Q1 | $11.3M | Buy |
175,713
+46,024
| +35% | +$3.18M | 0.04% | 494 |
|
|
2017
Q4 | $8.78M | Sell |
129,689
-3,481
| -3% | -$280K | 0.03% | 574 |
|
|
2017
Q3 | $10.8M | Buy |
133,170
+105,512
| +381% | +$7.65M | 0.04% | 477 |
|
|
2017
Q2 | $1.79M | Sell |
27,658
-4,145
| -13% | -$303K | 0.01% | 1149 |
|
|
2017
Q1 | $2.19M | Buy |
31,803
+3,624
| +13% | +$224K | 0.01% | 1048 |
|
|
2016
Q4 | $1.55M | Buy |
28,179
+18,630
| +195% | +$954K | 0.01% | 1145 |
|
|
2016
Q3 | $449K | Sell |
9,549
-772
| -7% | -$32.8K | ﹤0.01% | 1776 |
|
|
2016
Q2 | $393K | Buy |
+10,321
| New | +$369K | ﹤0.01% | 1893 |
|
Other funds holding AEIS
VPM
VCM
Stifel Financial's AEIS Position: Q1 2026 in Review
Stifel Financial reduced its Advanced Energy (AEIS) stake by 51% in Q1 2026, selling an estimated $3.28M and leaving 11,032 shares worth $3.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1561.
Stifel Financial first reported a position in AEIS in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.3M in Q1 2018. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.
- Stifel Financial held 11,032 shares of Advanced Energy worth $3.56M as of Q1 2026.
- Stifel Financial sold 11,320 Advanced Energy shares in Q1 2026, an estimated $3.28M.
- Advanced Energy made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1561 holding.
- Stifel Financial first reported a position in Advanced Energy in Q2 2016 and has held it in 40 quarters since.
- Stifel Financial's Advanced Energy position peaked at $11.3M in Q1 2018.
- 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.