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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
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

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return

Congress Asset Management's AEIS Position: Q2 2026 in Review

Congress Asset Management reduced its Advanced Energy (AEIS) stake by 27% in Q2 2026, selling an estimated $19.9M and leaving 150,510 shares worth $56.1M. The position accounts for 0.35% of the portfolio, ranked #97.

Congress Asset Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $66.9M in Q1 2026. 91 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Congress Asset Management held 150,510 shares of Advanced Energy worth $56.1M as of Q2 2026.
  • Congress Asset Management sold 56,861 Advanced Energy shares in Q2 2026, an estimated $19.9M.
  • Advanced Energy made up 0.35% of Congress Asset Management's portfolio in Q2 2026, its #97 holding.
  • Congress Asset Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • Congress Asset Management's Advanced Energy position peaked at $66.9M in Q1 2026.
  • 91 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.