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Atom Investors’s Advanced Energy AEIS Stock Holding History

Atom Investors’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 		$968K Sell
2,595
-12,597
-83% -$4.41M 0.09% 360
2026
Q1 		$4.9M Sell
15,192
-26,180
-63% -$7.59M 0.35% 84
2025
Q4 		$8.66M Buy
+41,372
New +$8.42M 0.69% 22

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 $3.37T AUM 44.26% 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

Atom Investors's AEIS Position: Q2 2026 in Review

Atom Investors reduced its Advanced Energy (AEIS) stake by 83% in Q2 2026, selling an estimated $4.41M and leaving 2,595 shares worth $968K. The position accounts for 0.09% of the portfolio, ranked #360.

Atom Investors first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.66M in Q4 2025. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Atom Investors held 2,595 shares of Advanced Energy worth $968K as of Q2 2026.
  • Atom Investors sold 12,597 Advanced Energy shares in Q2 2026, an estimated $4.41M.
  • Advanced Energy made up 0.09% of Atom Investors's portfolio in Q2 2026, its #360 holding.
  • Atom Investors first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • Atom Investors's Advanced Energy position peaked at $8.66M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Atom Investors's 13F filing for Q2 2026, filed 14 Aug 2026.