Crawford Investment Counsel
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Crawford Investment Counsel’s Advanced Energy AEIS Stock Holding History

Crawford Investment Counsel’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 		$9.03M Sell
24,220
-13,013
-35% -$4.55M 0.15% 125
2026
Q1 		$12M Sell
37,233
-13,650
-27% -$3.96M 0.21% 96
2025
Q4 		$10.7M Sell
50,883
-9,440
-16% -$1.92M 0.18% 103
2025
Q3 		$10.3M Buy
60,323
+373
+0.6% +$56.2K 0.17% 106
2025
Q2 		$7.94M Buy
59,950
+1,975
+3% +$218K 0.14% 117
2025
Q1 		$5.53M Buy
+57,975
New +$6.62M 0.1% 145

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 $3.38T AUM 44.17% 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

Crawford Investment Counsel's AEIS Position: Q2 2026 in Review

Crawford Investment Counsel reduced its Advanced Energy (AEIS) stake by 35% in Q2 2026, selling an estimated $4.55M and leaving 24,220 shares worth $9.03M. The position accounts for 0.15% of the portfolio, ranked #125.

Crawford Investment Counsel first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $12M in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Crawford Investment Counsel held 24,220 shares of Advanced Energy worth $9.03M as of Q2 2026.
  • Crawford Investment Counsel sold 13,013 Advanced Energy shares in Q2 2026, an estimated $4.55M.
  • Advanced Energy made up 0.15% of Crawford Investment Counsel's portfolio in Q2 2026, its #125 holding.
  • Crawford Investment Counsel first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • Crawford Investment Counsel's Advanced Energy position peaked at $12M in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Crawford Investment Counsel's 13F filing for Q2 2026, filed 14 Aug 2026.