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Annis Gardner Whiting Capital Advisors’s Advanced Energy AEIS Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		– Sell
-21
Closed -$6.78K – 367
2026
Q1 		$6.78K Hold
21
– – ﹤0.01% 921
2025
Q4 		$4.4K Hold
21
– – ﹤0.01% 885
2025
Q3 		$3.57K Hold
21
– – ﹤0.01% 823
2025
Q2 		$2.78K Buy
+21
New +$2.31K ﹤0.01% 918

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's AEIS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 21 shares — an estimated $6.78K sold.

Annis Gardner Whiting Capital Advisors first reported a position in AEIS in Q2 2025 and held it in 4 quarters. The position peaked at $6.78K in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Annis Gardner Whiting Capital Advisors sold 21 Advanced Energy shares in Q2 2026, an estimated $6.78K.
  • Annis Gardner Whiting Capital Advisors first reported a position in Advanced Energy in Q2 2025 and held it in 4 quarters.
  • Annis Gardner Whiting Capital Advisors's Advanced Energy position peaked at $6.78K in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.