EP
AEIS icon

Edgestream Partners’s Advanced Energy AEIS Stock Holding History

Edgestream Partners’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
2024
Q4 		– Sell
-29,956
Closed -$3.15M – 838
2024
Q3 		$3.15M Buy
+29,956
New +$3.15M 0.14% 253
2024
Q2 		– Sell
-62,380
Closed -$6.36M – 825
2024
Q1 		$6.36M Buy
+62,380
New +$6.36M 0.32% 53
2023
Q4 		– Sell
-15,336
Closed -$1.58M – 805
2023
Q3 		$1.58M Buy
+15,336
New +$1.72M 0.13% 260

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Edgestream Partners's AEIS Position: Q4 2024 in Review

Edgestream Partners sold out of Advanced Energy (AEIS) in Q4 2024, closing a stake of 29,956 shares — an estimated $3.15M sold.

Edgestream Partners first reported a position in AEIS in Q3 2023 and held it in 3 quarters. The position peaked at $6.36M in Q1 2024. 319 funds tracked by Wall St. Rank hold AEIS as of Q4 2024.

  • Edgestream Partners reported no remaining Advanced Energy position as of Q4 2024 after selling out during the quarter.
  • Edgestream Partners sold 29,956 Advanced Energy shares in Q4 2024, an estimated $3.15M.
  • Edgestream Partners first reported a position in Advanced Energy in Q3 2023 and held it in 3 quarters.
  • Edgestream Partners's Advanced Energy position peaked at $6.36M in Q1 2024.
  • 319 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2024.

Based on Edgestream Partners's 13F filing for Q4 2024, filed 7 Feb 2025.