Calamos Advisors’s Advanced Energy AEIS Stock Holding History

Calamos 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	$3.99M	Sell	10,699 -6,593	-38%	-$2.31M	0.01%	581
2026 Q1	$5.58M	Buy	17,292 +1,987	+13%	+$576K	0.02%	534
2025 Q4	$3.2M	Buy	15,305 +3,169	+26%	+$645K	0.01%	579
2025 Q3	$2.06M	Buy	+12,136	New	+$1.83M	0.01%	621
2023 Q2	–	Sell	-5,966	Closed	-$585K	–	1002
2023 Q1	$585K	Buy	5,966 +2,514	+73%	+$237K	﹤0.01%	847
2022 Q4	$296K	Buy	+3,452	New	+$290K	﹤0.01%	929
2021 Q3	–	Sell	-36,112	Closed	-$4.07M	–	988
2021 Q2	$4.07M	Sell	36,112 -17,079	-32%	-$1.81M	0.02%	613
2021 Q1	$5.81M	Sell	53,191 -3,666	-6%	-$397K	0.03%	492
2020 Q4	$5.51M	Buy	+56,857	New	+$4.84M	0.03%	478
2020 Q3	–	Sell	-21,331	Closed	-$1.45M	–	704
2020 Q2	$1.45M	Sell	21,331 -59,922	-74%	-$3.57M	0.01%	607
2020 Q1	$3.94M	Sell	81,253 -13,448	-14%	-$854K	0.03%	443
2019 Q4	$6.74M	Buy	+94,701	New	+$5.89M	0.03%	463

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Calamos Advisors's AEIS Position: Q2 2026 in Review

Calamos Advisors reduced its Advanced Energy (AEIS) stake by 38% in Q2 2026, selling an estimated $2.31M and leaving 10,699 shares worth $3.99M. The position accounts for 0.01% of the portfolio, ranked #581.

Calamos Advisors first reported a position in AEIS in Q4 2019 and has held it in 12 quarters since. The position peaked at $6.74M in Q4 2019. 300 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Calamos Advisors held 10,699 shares of Advanced Energy worth $3.99M as of Q2 2026.
Calamos Advisors sold 6,593 Advanced Energy shares in Q2 2026, an estimated $2.31M.
Advanced Energy made up 0.01% of Calamos Advisors's portfolio in Q2 2026, its #581 holding.
Calamos Advisors first reported a position in Advanced Energy in Q4 2019 and has held it in 12 quarters since.
Calamos Advisors's Advanced Energy position peaked at $6.74M in Q4 2019.
300 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Calamos Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.