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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capstone Investment Advisors's AEIS Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in Advanced Energy (AEIS) in Q1 2026: 854 shares worth $276K. The stake represents ﹤0.01% of the portfolio and ranks #1399 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AEIS as recently as Q3 2025.

Capstone Investment Advisors first reported a position in AEIS in Q2 2017 and has held it in 4 quarters since. The position peaked at $1.2M in Q1 2024. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Capstone Investment Advisors held 854 shares of Advanced Energy worth $276K as of Q1 2026.
Advanced Energy was a new Capstone Investment Advisors position in Q1 2026.
Advanced Energy made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1399 holding.
Capstone Investment Advisors first reported a position in Advanced Energy in Q2 2017 and has held it in 4 quarters since.
Capstone Investment Advisors's Advanced Energy position peaked at $1.2M in Q1 2024.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.