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Amalgamated Bank’s Advanced Energy AEIS Stock Holding History

Amalgamated Bank’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
Q2 		$6.64M Buy
17,802
+1,485
+9% +$519K 0.05% 325
2026
Q1 		$5.27M Buy
16,317
+5,345
+49% +$1.55M 0.04% 405
2025
Q4 		$2.3M Buy
10,972
+130
+1% +$26.5K 0.02% 761
2025
Q3 		$1.84M Buy
10,842
+122
+1% +$18.4K 0.01% 849
2025
Q2 		$1.42M Sell
10,720
-7
-0.1% -$771 0.01% 913
2025
Q1 		$1.02M Sell
10,727
-292
-3% -$33.4K 0.01% 1014
2024
Q4 		$1.27M Sell
11,019
-47
-0.4% -$5.29K 0.01% 963
2024
Q3 		$1.17M Sell
11,066
-381
-3% -$40K 0.01% 995
2024
Q2 		$1.25M Sell
11,447
-433
-4% -$44.3K 0.01% 973
2024
Q1 		$1.21M Sell
11,880
-4,135
-26% -$422K 0.01% 993
2023
Q4 		$1.74M Sell
16,015
-900
-5% -$87.5K 0.01% 966
2023
Q3 		$1.74M Sell
16,915
-218
-1% -$24.4K 0.01% 921
2023
Q2 		$1.91M Sell
17,133
-92
-0.5% -$8.77K 0.02% 910
2023
Q1 		$1.69M Sell
17,225
-1,137
-6% -$107K 0.01% 926
2022
Q4 		$1.57M Sell
18,362
-40
-0.2% -$3.36K 0.01% 985
2022
Q3 		$1.42M Buy
18,402
+335
+2% +$28.7K 0.01% 972
2022
Q2 		$1.32M Sell
18,067
-514
-3% -$39.7K 0.01% 1037
2022
Q1 		$1.6M Sell
18,581
-982
-5% -$85K 0.01% 1013
2021
Q4 		$1.78M Sell
19,563
-655
-3% -$58.3K 0.01% 996
2021
Q3 		$1.77M Sell
20,218
-554
-3% -$51.8K 0.02% 985
2021
Q2 		$2.34M Buy
20,772
+15,034
+262% +$1.59M 0.02% 894
2021
Q1 		$626K Sell
5,738
-533
-8% -$57.8K 0.02% 856
2020
Q4 		$608K Buy
6,271
+55
+0.9% +$4.68K 0.02% 849
2020
Q3 		$391K Sell
6,216
-201
-3% -$14K 0.02% 974
2020
Q2 		$435K Sell
6,417
-703
-10% -$41.9K 0.02% 911
2020
Q1 		$345K Sell
7,120
-238
-3% -$15.1K 0.01% 1078
2019
Q4 		$524K Buy
7,358
+291
+4% +$18.1K 0.01% 1085
2019
Q3 		$406K Sell
7,067
-121
-2% -$6.53K 0.01% 1153
2019
Q2 		$404K Buy
7,188
+934
+15% +$50K 0.01% 1194
2019
Q1 		$311K Buy
6,254
+195
+3% +$9.48K 0.01% 1244
2018
Q4 		$260K Buy
+6,059
New +$270K 0.01% 1256
2018
Q3 		– Sell
-6,400
Closed -$372K – 1444
2018
Q2 		$372K Buy
6,400
+681
+12% +$43.1K 0.01% 1186
2018
Q1 		$365K Sell
5,719
-101
-2% -$6.98K 0.01% 1117
2017
Q4 		$393K Buy
5,820
+354
+6% +$28.5K 0.01% 1115
2017
Q3 		$441K Sell
5,466
-59
-1% -$4.28K 0.01% 1004
2017
Q2 		$357K Buy
5,525
+292
+6% +$21.3K 0.01% 1098
2017
Q1 		$359K Sell
5,233
-13
-0.2% -$803 0.02% 1025
2016
Q4 		$287K Buy
5,246
+675
+15% +$34.6K 0.01% 1160
2016
Q3 		$216K Buy
+4,571
New +$194K 0.01% 1223

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Amalgamated Bank's AEIS Position: Q2 2026 in Review

Amalgamated Bank increased its Advanced Energy (AEIS) stake by 9.1% in Q2 2026, buying an estimated $519K and bringing the position to 17,802 shares worth $6.64M. The position accounts for 0.05% of the portfolio, ranked #325.

Amalgamated Bank first reported a position in AEIS in Q3 2016 and has held it in 39 quarters since. 332 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Amalgamated Bank held 17,802 shares of Advanced Energy worth $6.64M as of Q2 2026.
  • Amalgamated Bank bought 1,485 Advanced Energy shares in Q2 2026, an estimated $519K.
  • Advanced Energy made up 0.05% of Amalgamated Bank's portfolio in Q2 2026, its #325 holding.
  • Amalgamated Bank first reported a position in Advanced Energy in Q3 2016 and has held it in 39 quarters since.
  • 332 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Amalgamated Bank's 13F filing for Q2 2026, filed 23 Jul 2026.