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Congress Asset Management’s Advanced Energy AEIS Stock Holding History

Congress Asset Management’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
Q3 		$41.6M Sell
147,598
-2,912
-2% -$852K 0.27% 106
2026
Q2 		$56.1M Sell
150,510
-56,861
-27% -$19.9M 0.35% 97
2026
Q1 		$66.9M Sell
207,371
-19,511
-9% -$5.65M 0.48% 83
2025
Q4 		$47.5M Buy
+226,882
New +$46.2M 0.33% 103

Other funds holding AEIS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Congress Asset Management's AEIS Position: Q3 2026 in Review

Congress Asset Management reduced its Advanced Energy (AEIS) stake by 1.9% in Q3 2026, selling an estimated $852K and leaving 147,598 shares worth $41.6M. The position accounts for 0.27% of the portfolio, ranked #106.

Congress Asset Management first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $66.9M in Q1 2026. 25 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Congress Asset Management held 147,598 shares of Advanced Energy worth $41.6M as of Q3 2026.
  • Congress Asset Management sold 2,912 Advanced Energy shares in Q3 2026, an estimated $852K.
  • Advanced Energy made up 0.27% of Congress Asset Management's portfolio in Q3 2026, its #106 holding.
  • Congress Asset Management first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • Congress Asset Management's Advanced Energy position peaked at $66.9M in Q1 2026.
  • 25 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.