Baird Financial Group
AEIS icon

Baird Financial Group’s Advanced Energy AEIS Stock Holding History

Baird Financial Group’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 		$691K Sell
1,852
-660
-26% -$231K ﹤0.01% 1440
2026
Q1 		$811K Sell
2,512
-18
-0.7% -$5.22K ﹤0.01% 1323
2025
Q4 		$530K Buy
2,530
+72
+3% +$14.7K ﹤0.01% 1456
2025
Q3 		$418K Buy
2,458
+252
+11% +$37.9K ﹤0.01% 1528
2025
Q2 		$292K Sell
2,206
-475
-18% -$52.3K ﹤0.01% 1597
2025
Q1 		$256K Buy
2,681
+793
+42% +$90.6K ﹤0.01% 1620
2024
Q4 		$218K Buy
+1,888
New +$212K ﹤0.01% 1654
2024
Q1 		– Sell
-1,919
Closed -$209K – 1751
2023
Q4 		$209K Sell
1,919
-50,726
-96% -$4.93M ﹤0.01% 1632
2023
Q3 		$5.43M Buy
52,645
+4,361
+9% +$488K 0.01% 606
2023
Q2 		$5.38M Buy
48,284
+41,665
+629% +$3.97M 0.01% 593
2023
Q1 		$649K Sell
6,619
-148
-2% -$13.9K ﹤0.01% 1228
2022
Q4 		$580K Buy
6,767
+3,482
+106% +$292K ﹤0.01% 1234
2022
Q3 		$255K Sell
3,285
-2,801
-46% -$240K ﹤0.01% 1517
2022
Q2 		$444K Buy
6,086
+115
+2% +$8.89K ﹤0.01% 1389
2022
Q1 		$514K Sell
5,971
-111
-2% -$9.61K ﹤0.01% 1391
2021
Q4 		$554K Sell
6,082
-316
-5% -$28.1K ﹤0.01% 1432
2021
Q3 		$562K Buy
6,398
+4,516
+240% +$422K ﹤0.01% 1420
2021
Q2 		$212K Sell
1,882
-1,214
-39% -$129K ﹤0.01% 1678
2021
Q1 		$338K Buy
+3,096
New +$336K ﹤0.01% 1479

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

Baird Financial Group's AEIS Position: Q2 2026 in Review

Baird Financial Group reduced its Advanced Energy (AEIS) stake by 26% in Q2 2026, selling an estimated $231K and leaving 1,852 shares worth $691K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Baird Financial Group first reported a position in AEIS in Q1 2021 and has held it in 19 quarters since. The position peaked at $5.43M in Q3 2023. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Baird Financial Group held 1,852 shares of Advanced Energy worth $691K as of Q2 2026.
  • Baird Financial Group sold 660 Advanced Energy shares in Q2 2026, an estimated $231K.
  • Advanced Energy made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #1440 holding.
  • Baird Financial Group first reported a position in Advanced Energy in Q1 2021 and has held it in 19 quarters since.
  • Baird Financial Group's Advanced Energy position peaked at $5.43M in Q3 2023.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.