ZIM
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Zacks Investment Management’s Advanced Energy AEIS Stock Holding History

Zacks Investment Management’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 		$5.44M Sell
16,856
-923
-5% -$268K 0.04% 213
2025
Q4 		$3.72M Buy
17,779
+7,067
+66% +$1.44M 0.03% 268
2025
Q3 		$1.82M Buy
+10,712
New +$1.61M 0.01% 342
2020
Q2 		– Sell
-16,035
Closed -$778K – 502
2020
Q1 		$778K Sell
16,035
-1,762
-10% -$112K 0.02% 336
2019
Q4 		$1.27M Buy
+17,797
New +$1.11M 0.02% 350
2018
Q1 		– Sell
-11,236
Closed -$758K – 519
2017
Q4 		$758K Sell
11,236
-5,407
-32% -$436K 0.02% 445
2017
Q3 		$1.34M Sell
16,643
-2,652
-14% -$192K 0.03% 312
2017
Q2 		$1.25M Sell
19,295
-80
-0.4% -$5.85K 0.03% 316
2017
Q1 		$1.33M Sell
19,375
-728
-4% -$45K 0.03% 296
2016
Q4 		$1.1M Buy
20,103
+7,553
+60% +$387K 0.03% 306
2016
Q3 		$594K Sell
12,550
-240
-2% -$10.2K 0.02% 430
2016
Q2 		$486K Buy
+12,790
New +$457K 0.01% 453
2014
Q3 		– Sell
-20,230
Closed -$389K – 651
2014
Q2 		$389K Buy
+20,230
New +$414K 0.01% 509

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

Zacks Investment Management's AEIS Position: Q1 2026 in Review

Zacks Investment Management reduced its Advanced Energy (AEIS) stake by 5.2% in Q1 2026, selling an estimated $268K and leaving 16,856 shares worth $5.44M. The position accounts for 0.04% of the portfolio, ranked #213.

Zacks Investment Management first reported a position in AEIS in Q2 2014 and has held it in 13 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Zacks Investment Management held 16,856 shares of Advanced Energy worth $5.44M as of Q1 2026.
  • Zacks Investment Management sold 923 Advanced Energy shares in Q1 2026, an estimated $268K.
  • Advanced Energy made up 0.04% of Zacks Investment Management's portfolio in Q1 2026, its #213 holding.
  • Zacks Investment Management first reported a position in Advanced Energy in Q2 2014 and has held it in 13 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.