Cambridge Investment Research Advisors’s Advanced Energy AEIS Stock Holding History

Cambridge Investment Research 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	$1.54M	Buy	4,143 +1,097	+36%	+$384K	﹤0.01%	1903
2026 Q1	$983K	Buy	3,046 +1,363	+81%	+$395K	﹤0.01%	2185
2025 Q4	$352K	Buy	1,683 +126	+8%	+$25.6K	﹤0.01%	3036
2025 Q3	$265K	Buy	+1,557	New	+$234K	﹤0.01%	3222
2018 Q3	–	Sell	-4,032	Closed	-$234K	–	2233
2018 Q2	$234K	Buy	4,032 +38	+1%	+$2.4K	﹤0.01%	1899
2018 Q1	$255K	Buy	3,994 +51	+1%	+$3.52K	﹤0.01%	1789
2017 Q4	$266K	Buy	3,943 +305	+8%	+$24.6K	﹤0.01%	1736
2017 Q3	$294K	Buy	+3,638	New	+$264K	﹤0.01%	1560

Other funds holding AEIS

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Cambridge Investment Research Advisors's AEIS Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Advanced Energy (AEIS) stake by 36% in Q2 2026, buying an estimated $384K and bringing the position to 4,143 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Cambridge Investment Research Advisors first reported a position in AEIS in Q3 2017 and has held it in 8 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Cambridge Investment Research Advisors held 4,143 shares of Advanced Energy worth $1.54M as of Q2 2026.
Cambridge Investment Research Advisors bought 1,097 Advanced Energy shares in Q2 2026, an estimated $384K.
Advanced Energy made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1903 holding.
Cambridge Investment Research Advisors first reported a position in Advanced Energy in Q3 2017 and has held it in 8 quarters since.
683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.