FLPIM
AEIS icon

F.L. Putnam Investment Management’s Advanced Energy AEIS Stock Holding History

F.L. Putnam Investment 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 		$1.54M Hold
4,782
– – 0.02% 283
2025
Q4 		$1M Hold
4,782
– – 0.01% 327
2025
Q3 		$814K Hold
4,782
– – 0.01% 348
2025
Q2 		$634K Hold
4,782
– – 0.01% 372
2025
Q1 		$456K Hold
4,782
– – 0.01% 431
2024
Q4 		$553K Hold
4,782
– – 0.01% 402
2024
Q3 		$503K Hold
4,782
– – 0.01% 425
2024
Q2 		$520K Hold
4,782
– – 0.01% 407
2024
Q1 		$488K Buy
4,782
+96
+2% +$9.79K 0.01% 346
2023
Q4 		$510K Sell
4,686
-352
-7% -$34.2K 0.01% 331
2023
Q3 		$520K Sell
5,038
-4,649
-48% -$521K 0.01% 330
2023
Q2 		$1.08M Sell
9,687
-86
-0.9% -$8.2K 0.03% 269
2023
Q1 		$958K Hold
9,773
– – 0.03% 237
2022
Q4 		$838K Buy
9,773
+214
+2% +$18K 0.03% 244
2022
Q3 		$740K Buy
9,559
+5,728
+150% +$492K 0.03% 239
2022
Q2 		$280K Hold
3,831
– – 0.01% 345
2022
Q1 		$330K Buy
3,831
+307
+9% +$26.6K 0.01% 328
2021
Q4 		$321K Buy
3,524
+185
+6% +$16.5K 0.01% 328
2021
Q3 		$293K Buy
3,339
+364
+12% +$34K 0.01% 336
2021
Q2 		$335K Hold
2,975
– – 0.01% 329
2021
Q1 		$325K Buy
+2,975
New +$323K 0.01% 291

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

F.L. Putnam Investment Management's AEIS Position: Q1 2026 in Review

F.L. Putnam Investment Management held its Advanced Energy (AEIS) position steady in Q1 2026 at 4,782 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #283.

F.L. Putnam Investment Management first reported a position in AEIS in Q1 2021 and has held it in 21 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • F.L. Putnam Investment Management held 4,782 shares of Advanced Energy worth $1.54M as of Q1 2026.
  • F.L. Putnam Investment Management left its Advanced Energy share count unchanged in Q1 2026.
  • Advanced Energy made up 0.02% of F.L. Putnam Investment Management's portfolio in Q1 2026, its #283 holding.
  • F.L. Putnam Investment Management first reported a position in Advanced Energy in Q1 2021 and has held it in 21 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q1 2026, filed 5 May 2026.