Connor, Clark & Lunn Investment Management (CC&L)’s Advanced Energy AEIS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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	$36.5M	Buy	97,958 +22,795	+30%	+$7.97M	0.07%	250
2026 Q1	$24.3M	Buy	75,163 +25,419	+51%	+$7.37M	0.06%	280
2025 Q4	$10.4M	Buy	49,744 +22,391	+82%	+$4.56M	0.03%	456
2025 Q3	$4.65M	Buy	27,353 +7,962	+41%	+$1.2M	0.01%	592
2025 Q2	$2.57M	Buy	19,391 +13,256	+216%	+$1.46M	0.01%	785
2025 Q1	$585K	Buy	+6,135	New	+$701K	﹤0.01%	1101
2017 Q3	–	Sell	-49,550	Closed	-$3.21M	–	801
2017 Q2	$3.21M	Buy	49,550 +28,400	+134%	+$2.08M	0.02%	325
2017 Q1	$1.45M	Buy	+21,150	New	+$1.31M	0.01%	436

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s AEIS Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) increased its Advanced Energy (AEIS) stake by 30% in Q2 2026, buying an estimated $7.97M and bringing the position to 97,958 shares worth $36.5M. The position accounts for 0.07% of the portfolio, ranked #250.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AEIS in Q1 2017 and has held it in 8 quarters since. 678 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Connor, Clark & Lunn Investment Management (CC&L) held 97,958 shares of Advanced Energy worth $36.5M as of Q2 2026.
Connor, Clark & Lunn Investment Management (CC&L) bought 22,795 Advanced Energy shares in Q2 2026, an estimated $7.97M.
Advanced Energy made up 0.07% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #250 holding.
Connor, Clark & Lunn Investment Management (CC&L) first reported a position in Advanced Energy in Q1 2017 and has held it in 8 quarters since.
678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.