Capstone Investment Advisors
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Capstone Investment Advisors’s Advanced Energy AEIS Stock Holding History

Capstone Investment 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 		– Sell
-854
Closed -$276K – 1651
2026
Q1 		$276K Buy
+854
New +$248K ﹤0.01% 1399
2025
Q4 		– Sell
-1,182
Closed -$201K – 1541
2025
Q3 		$201K Buy
+1,182
New +$178K ﹤0.01% 1831
2024
Q2 		– Sell
-11,736
Closed -$1.2M – 2041
2024
Q1 		$1.2M Buy
+11,736
New +$1.2M ﹤0.01% 1043
2017
Q3 		– Sell
-3,693
Closed -$238K – 533
2017
Q2 		$238K Buy
+3,693
New +$270K 0.01% 524

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

Capstone Investment Advisors's AEIS Position: Q2 2026 in Review

Capstone Investment Advisors sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 854 shares — an estimated $276K sold.

Capstone Investment Advisors first reported a position in AEIS in Q2 2017 and held it in 4 quarters. The position peaked at $1.2M in Q1 2024. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Capstone Investment Advisors reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 854 Advanced Energy shares in Q2 2026, an estimated $276K.
  • Capstone Investment Advisors first reported a position in Advanced Energy in Q2 2017 and held it in 4 quarters.
  • Capstone Investment Advisors's Advanced Energy position peaked at $1.2M in Q1 2024.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.