ClearBridge Investments
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ClearBridge Investments’s Advanced Energy AEIS Stock Holding History

ClearBridge 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 		– Sell
-646
Closed -$208K – 700
2026
Q1 		$208K Buy
+646
New +$187K ﹤0.01% 681
2024
Q3 		– Sell
-96,918
Closed -$10.5M – 710
2024
Q2 		$10.5M Sell
96,918
-2,201
-2% -$225K 0.01% 536
2024
Q1 		$10.1M Buy
99,119
+2,491
+3% +$254K 0.01% 542
2023
Q4 		$10.5M Buy
96,628
+208
+0.2% +$20.2K 0.01% 540
2023
Q3 		$9.94M Sell
96,420
-19,364
-17% -$2.17M 0.01% 510
2023
Q2 		$12.9M Sell
115,784
-30,636
-21% -$2.92M 0.01% 489
2023
Q1 		$14.3M Buy
146,420
+2,948
+2% +$278K 0.01% 474
2022
Q4 		$12.3M Sell
143,472
-784
-0.5% -$65.8K 0.01% 499
2022
Q3 		$11.2M Sell
144,256
-32,252
-18% -$2.77M 0.01% 504
2022
Q2 		$12.9M Buy
176,508
+10,477
+6% +$810K 0.01% 505
2022
Q1 		$14.3M Buy
166,031
+665
+0.4% +$57.6K 0.01% 526
2021
Q4 		$15.1M Sell
165,366
-5,300
-3% -$472K 0.01% 531
2021
Q3 		$15M Sell
170,666
-15,835
-8% -$1.48M 0.01% 539
2021
Q2 		$21M Buy
186,501
+15,020
+9% +$1.59M 0.01% 506
2021
Q1 		$18.7M Sell
171,481
-49,043
-22% -$5.32M 0.01% 499
2020
Q4 		$21.4M Sell
220,524
-40,766
-16% -$3.47M 0.02% 456
2020
Q3 		$16.4M Sell
261,290
-44,705
-15% -$3.12M 0.01% 459
2020
Q2 		$20.7M Sell
305,995
-52,557
-15% -$3.13M 0.02% 403
2020
Q1 		$17.4M Sell
358,552
-72,830
-17% -$4.62M 0.02% 389
2019
Q4 		$30.9M Buy
431,382
+50,213
+13% +$3.12M 0.03% 381
2019
Q3 		$21.9M Sell
381,169
-88,655
-19% -$4.79M 0.02% 412
2019
Q2 		$26.4M Buy
469,824
+53,207
+13% +$2.85M 0.02% 395
2019
Q1 		$20.7M Buy
416,617
+10,971
+3% +$533K 0.02% 420
2018
Q4 		$17.4M Buy
405,646
+35,007
+9% +$1.56M 0.02% 435
2018
Q3 		$19.1M Buy
+370,639
New +$21.5M 0.02% 449

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 $3.37T AUM 44.26% 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

ClearBridge Investments's AEIS Position: Q2 2026 in Review

ClearBridge Investments sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 646 shares — an estimated $208K sold.

ClearBridge Investments first reported a position in AEIS in Q3 2018 and held it in 25 quarters. The position peaked at $30.9M in Q4 2019. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • ClearBridge Investments reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
  • ClearBridge Investments sold 646 Advanced Energy shares in Q2 2026, an estimated $208K.
  • ClearBridge Investments first reported a position in Advanced Energy in Q3 2018 and held it in 25 quarters.
  • ClearBridge Investments's Advanced Energy position peaked at $30.9M in Q4 2019.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.