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EntryPoint Capital’s Advanced Energy AEIS Stock Holding History

EntryPoint Capital’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
Q1 		$819K Buy
+2,539
New +$736K 0.24% 88
2024
Q3 		– Sell
-122
Closed -$13.3K – 607
2024
Q2 		$13.3K Sell
122
-2,936
-96% -$301K 0.02% 741
2024
Q1 		$312K Buy
+3,058
New +$312K 0.28% 23

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EntryPoint Capital's AEIS Position: Q1 2026 in Review

EntryPoint Capital opened a new position in Advanced Energy (AEIS) in Q1 2026: 2,539 shares worth $819K. The stake represents 0.24% of the portfolio and ranks #88 among its holdings. This is a return to the name: EntryPoint Capital previously reported a position in AEIS as recently as Q2 2024.

EntryPoint Capital first reported a position in AEIS in Q1 2024 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • EntryPoint Capital held 2,539 shares of Advanced Energy worth $819K as of Q1 2026.
  • Advanced Energy was a new EntryPoint Capital position in Q1 2026.
  • Advanced Energy made up 0.24% of EntryPoint Capital's portfolio in Q1 2026, its #88 holding.
  • EntryPoint Capital first reported a position in Advanced Energy in Q1 2024 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.