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Evergreen Capital Management’s Advanced Energy AEIS Stock Holding History

Evergreen Capital Management’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 		$968K Buy
2,999
+39
+1% +$11.3K 0.02% 500
2025
Q4 		$620K Buy
2,960
+19
+0.6% +$3.87K 0.01% 623
2025
Q3 		$500K Buy
2,941
+1,097
+59% +$165K 0.01% 659
2025
Q2 		$244K Sell
1,844
-334
-15% -$36.8K 0.01% 912
2025
Q1 		$208K Buy
2,178
+113
+5% +$12.9K 0.01% 980
2024
Q4 		$239K Buy
2,065
+99
+5% +$11.1K 0.01% 869
2024
Q3 		$207K Sell
1,966
-55
-3% -$5.77K 0.01% 926
2024
Q2 		$220K Buy
+2,021
New +$207K 0.01% 807

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

Evergreen Capital Management's AEIS Position: Q1 2026 in Review

Evergreen Capital Management increased its Advanced Energy (AEIS) stake by 1.3% in Q1 2026, buying an estimated $11.3K and bringing the position to 2,999 shares worth $968K. The position accounts for 0.02% of the portfolio, ranked #500.

Evergreen Capital Management first reported a position in AEIS in Q2 2024 and has held it in 8 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Evergreen Capital Management held 2,999 shares of Advanced Energy worth $968K as of Q1 2026.
  • Evergreen Capital Management bought 39 Advanced Energy shares in Q1 2026, an estimated $11.3K.
  • Advanced Energy made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #500 holding.
  • Evergreen Capital Management first reported a position in Advanced Energy in Q2 2024 and has held it in 8 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

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