AlphaGrep UK’s Advanced Energy AEIS Stock Holding History

AlphaGrep UK’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 Q3	–	Sell	-812	Closed	-$303K	–	732
2026 Q2	$303K	Buy	812 +37	+5%	+$12.9K	0.09%	471
2026 Q1	$250K	Buy	+775	New	+$225K	0.07%	598

Other funds holding AEIS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

AlphaGrep UK's AEIS Position: Q3 2026 in Review

AlphaGrep UK sold out of Advanced Energy (AEIS) in Q3 2026, closing a stake of 812 shares — an estimated $303K sold.

AlphaGrep UK first reported a position in AEIS in Q1 2026 and held it in 2 quarters. The position peaked at $303K in Q2 2026. 512 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

AlphaGrep UK reported no remaining Advanced Energy position as of Q3 2026 after selling out during the quarter.
AlphaGrep UK sold 812 Advanced Energy shares in Q3 2026, an estimated $303K.
AlphaGrep UK first reported a position in Advanced Energy in Q1 2026 and held it in 2 quarters.
AlphaGrep UK's Advanced Energy position peaked at $303K in Q2 2026.
512 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on AlphaGrep UK's 13F filing for Q3 2026, filed 12 Nov 2026.