Counterpoint Mutual Funds
AEIS icon

Counterpoint Mutual Funds’s Advanced Energy AEIS Stock Holding History

Counterpoint Mutual Funds’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 		$246K Sell
874
-1,822
-68% -$533K 0.02% 290
2026
Q2 		$1.01M Buy
2,696
+936
+53% +$327K 0.1% 79
2026
Q1 		$568K Buy
+1,760
New +$510K 0.09% 122
2023
Q1 		– Sell
-1,231
Closed -$106K – 332
2022
Q4 		$106K Sell
1,231
-127
-9% -$10.7K 0.11% 245
2022
Q3 		$105K Buy
+1,358
New +$117K 0.26% 176

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Counterpoint Mutual Funds's AEIS Position: Q3 2026 in Review

Counterpoint Mutual Funds reduced its Advanced Energy (AEIS) stake by 68% in Q3 2026, selling an estimated $533K and leaving 874 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #290.

Counterpoint Mutual Funds first reported a position in AEIS in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.01M in Q2 2026. 158 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Counterpoint Mutual Funds held 874 shares of Advanced Energy worth $246K as of Q3 2026.
  • Counterpoint Mutual Funds sold 1,822 Advanced Energy shares in Q3 2026, an estimated $533K.
  • Advanced Energy made up 0.02% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #290 holding.
  • Counterpoint Mutual Funds first reported a position in Advanced Energy in Q3 2022 and has held it in 5 quarters since.
  • Counterpoint Mutual Funds's Advanced Energy position peaked at $1.01M in Q2 2026.
  • 158 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.