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Brinker Capital Investments’s Advanced Energy AEIS Stock Holding History

Brinker Capital Investments’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 		$9.56M Buy
25,636
+14,432
+129% +$5.05M 0.07% 229
2026
Q1 		$3.62M Sell
11,204
-4,019
-26% -$1.16M 0.03% 482
2025
Q4 		$3.19M Buy
15,223
+563
+4% +$115K 0.02% 624
2025
Q3 		$2.49M Buy
14,660
+5,776
+65% +$870K 0.02% 718
2025
Q2 		$1.18M Buy
8,884
+3,406
+62% +$375K 0.01% 1095
2025
Q1 		$522K Buy
5,478
+66
+1% +$7.54K 0.01% 1405
2024
Q4 		$626K Sell
5,412
-188
-3% -$21.1K 0.01% 1262
2024
Q3 		$589K Sell
5,600
-309
-5% -$32.4K 0.01% 1277
2024
Q2 		$643K Buy
5,909
+781
+15% +$80K 0.01% 1194
2024
Q1 		$523K Buy
5,128
+571
+13% +$58.2K 0.01% 1242
2023
Q4 		$471K Buy
4,557
+882
+24% +$85.7K 0.01% 1233
2023
Q3 		$379K Buy
3,675
+673
+22% +$75.4K ﹤0.01% 1299
2023
Q2 		$335K Sell
3,002
-103
-3% -$9.82K ﹤0.01% 1366
2023
Q1 		$304K Sell
3,105
-72
-2% -$6.78K ﹤0.01% 1345
2022
Q4 		$273K Buy
3,177
+60
+2% +$5.04K 0.01% 1184
2022
Q3 		$241K Buy
3,117
+45
+1% +$3.86K 0.01% 1205
2022
Q2 		$224K Buy
3,072
+4
+0.1% +$309 ﹤0.01% 1267
2022
Q1 		$264K Sell
3,068
-281
-8% -$24.3K ﹤0.01% 1270
2021
Q4 		$305K Sell
3,349
-8,264
-71% -$735K ﹤0.01% 1247
2021
Q3 		$1.31M Hold
11,613
– – 0.02% 679
2021
Q2 		$1.31M Buy
11,613
+608
+6% +$64.4K 0.02% 734
2021
Q1 		$1.2M Sell
11,005
-10,679
-49% -$1.16M 0.02% 649
2020
Q4 		$2.1M Buy
21,684
+10,557
+95% +$898K 0.03% 547
2020
Q3 		$700K Buy
+11,127
New +$777K 0.01% 809

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

Brinker Capital Investments's AEIS Position: Q2 2026 in Review

Brinker Capital Investments increased its Advanced Energy (AEIS) stake by 129% in Q2 2026, buying an estimated $5.05M and bringing the position to 25,636 shares worth $9.56M. The position accounts for 0.07% of the portfolio, ranked #229.

Brinker Capital Investments first reported a position in AEIS in Q3 2020 and has held it in 24 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Brinker Capital Investments held 25,636 shares of Advanced Energy worth $9.56M as of Q2 2026.
  • Brinker Capital Investments bought 14,432 Advanced Energy shares in Q2 2026, an estimated $5.05M.
  • Advanced Energy made up 0.07% of Brinker Capital Investments's portfolio in Q2 2026, its #229 holding.
  • Brinker Capital Investments first reported a position in Advanced Energy in Q3 2020 and has held it in 24 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.