Jefferies Group's AEIS Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 10,101 shares of Advanced Energy Industries, Inc. (AEIS) worth $3.26 M, representing 0.02% of the portfolio. First purchased in 2023-Q1, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in AEIS, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 13,900 shares. Largest reduction occurred in Q2 2023, reducing 23,040 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Advanced Energy Industries (AEIS) Holding Value Over Time
Track share changes against reported price movement
Quarterly Advanced Energy Industries (AEIS) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +2,451 | Add 32.04% | 10,101 | $322.71 |
| Q4 2025 | +7,650 | New Buy | 7,650 | $209.37 |
| Q3 2025 | -1,999 | Sold Out | 0 | $0.00 |
| Q2 2025 | -3,479 | Reduce 63.51% | 1,999 | $132.50 |
| Q1 2025 | +5,478 | New Buy | 5,478 | $95.31 |
| Q4 2024 | -2,579 | Sold Out | 0 | $0.00 |
| Q3 2024 | +2,579 | New Buy | 2,579 | $105.24 |
| Q2 2024 | -7,609 | Sold Out | 0 | $0.00 |
| Q1 2024 | -291 | Reduce 3.68% | 7,609 | $101.98 |
| Q4 2023 | -6,000 | Reduce 43.17% | 7,900 | $108.92 |
| Q3 2023 | +13,900 | New Buy | 13,900 | $103.12 |
| Q2 2023 | -23,040 | Sold Out | 0 | $0.00 |
| Q1 2023 | +23,040 | New Buy | 23,040 | $98.00 |
Jefferies Group's Advanced Energy Industries Investment FAQs
Jefferies Group first purchased Advanced Energy Industries, Inc. (AEIS) in Q1 2023, acquiring 23,040 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Advanced Energy Industries, Inc. (AEIS) for 13 quarters since Q1 2023.
Jefferies Group's largest addition to Advanced Energy Industries, Inc. (AEIS) was in Q1 2023, adding 23,040 shares worth $2.26 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 10,101 shares of Advanced Energy Industries, Inc. (AEIS), valued at approximately $3.26 M.
As of the Q1 2026 filing, Advanced Energy Industries, Inc. (AEIS) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Advanced Energy Industries, Inc. (AEIS) was 23,040 shares, as reported at the end of Q1 2023.