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Artemis Investment Management’s Advanced Energy AEIS Stock Holding History

Artemis 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
Q3 		$26M Sell
92,271
-26,618
-22% -$7.79M 0.23% 106
2026
Q2 		$44.3M Buy
+118,889
New +$41.6M 0.39% 87
2022
Q2 		– Sell
-113,560
Closed -$9.76M – 239
2022
Q1 		$9.76M Sell
113,560
-9,580
-8% -$830K 0.08% 183
2021
Q4 		$11.2M Sell
123,140
-17,463
-12% -$1.55M 0.08% 180
2021
Q3 		$12.3M Sell
140,603
-36,863
-21% -$3.45M 0.1% 176
2021
Q2 		$20M Buy
177,466
+9,425
+6% +$999K 0.17% 150
2021
Q1 		$18.4M Sell
168,041
-10,659
-6% -$1.16M 0.17% 150
2020
Q4 		$17.4M Buy
178,700
+23,586
+15% +$2.01M 0.18% 154
2020
Q3 		$9.75M Sell
155,114
-112,383
-42% -$7.85M 0.12% 177
2020
Q2 		$18.2M Sell
267,497
-181,360
-40% -$10.8M 0.24% 109
2020
Q1 		$21.3M Buy
448,857
+119,577
+36% +$7.59M 0.04% 74
2019
Q4 		$22.9M Sell
329,280
-109,504
-25% -$6.81M 0.29% 102
2019
Q3 		$24.7M Buy
438,784
+98,048
+29% +$5.29M 0.34% 101
2019
Q2 		$18.9M Buy
340,736
+152,231
+81% +$8.16M 0.22% 133
2019
Q1 		$9.37M Buy
+188,505
New +$9.16M 0.11% 202
2018
Q3 		– Sell
-109,480
Closed -$6.36M – 280
2018
Q2 		$6.36M Sell
109,480
-142,397
-57% -$9M 0.09% 186
2018
Q1 		$16.1M Buy
251,877
+147,088
+140% +$10.2M 0.25% 105
2017
Q4 		$7.07M Buy
104,789
+4,552
+5% +$367K 0.12% 160
2017
Q3 		$8.1M Buy
100,237
+33,314
+50% +$2.42M 0.17% 142
2017
Q2 		$4.33M Sell
66,923
-212,916
-76% -$15.6M 0.11% 165
2017
Q1 		$19.2M Buy
279,839
+200,319
+252% +$12.4M 0.52% 48
2016
Q4 		$4.35M Buy
+79,520
New +$4.07M 0.12% 159
2016
Q2 		– Sell
-89,448
Closed -$3.11M – 232
2016
Q1 		$3.11M Sell
89,448
-103,524
-54% -$3.03M 0.08% 159
2015
Q4 		$5.45M Sell
192,972
-49,268
-20% -$1.4M 0.14% 133
2015
Q3 		$6.37M Sell
242,240
-25,321
-9% -$653K 0.19% 130
2015
Q2 		$7.36M Sell
267,561
-12,660
-5% -$343K 0.24% 97
2015
Q1 		$7.19M Buy
280,221
+248,530
+784% +$6.32M 0.29% 90
2014
Q4 		$751K Sell
31,691
-68,990
-69% -$1.41M 0.03% 191
2014
Q3 		$1.89M Buy
+100,681
New +$1.85M 0.09% 141

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Artemis Investment Management's AEIS Position: Q3 2026 in Review

Artemis Investment Management reduced its Advanced Energy (AEIS) stake by 22% in Q3 2026, selling an estimated $7.79M and leaving 92,271 shares worth $26M. The position accounts for 0.23% of the portfolio, ranked #106.

Artemis Investment Management first reported a position in AEIS in Q3 2014 and has held it in 29 quarters since. The position peaked at $44.3M in Q2 2026. 41 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Artemis Investment Management held 92,271 shares of Advanced Energy worth $26M as of Q3 2026.
  • Artemis Investment Management sold 26,618 Advanced Energy shares in Q3 2026, an estimated $7.79M.
  • Advanced Energy made up 0.23% of Artemis Investment Management's portfolio in Q3 2026, its #106 holding.
  • Artemis Investment Management first reported a position in Advanced Energy in Q3 2014 and has held it in 29 quarters since.
  • Artemis Investment Management's Advanced Energy position peaked at $44.3M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Artemis Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.