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FORA Capital’s Advanced Energy AEIS Stock Holding History

FORA 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 		$387K Sell
1,197
-982
-45% -$285K 0.03% 337
2025
Q4 		$433K Buy
+2,179
New +$443K 0.05% 320
2024
Q2 		– Sell
-4,973
Closed -$507K – 357
2024
Q1 		$507K Buy
4,973
+1,045
+27% +$107K 0.04% 325
2023
Q4 		$428K Buy
+3,928
New +$382K 0.04% 358
2021
Q2 		– Sell
-296
Closed -$32K – 853
2021
Q1 		$32K Buy
+296
New +$32.1K 0.01% 620

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

FORA Capital's AEIS Position: Q1 2026 in Review

FORA Capital reduced its Advanced Energy (AEIS) stake by 45% in Q1 2026, selling an estimated $285K and leaving 1,197 shares worth $387K. The position accounts for 0.03% of the portfolio, ranked #337.

FORA Capital first reported a position in AEIS in Q1 2021 and has held it in 5 quarters since. The position peaked at $507K in Q1 2024. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • FORA Capital held 1,197 shares of Advanced Energy worth $387K as of Q1 2026.
  • FORA Capital sold 982 Advanced Energy shares in Q1 2026, an estimated $285K.
  • Advanced Energy made up 0.03% of FORA Capital's portfolio in Q1 2026, its #337 holding.
  • FORA Capital first reported a position in Advanced Energy in Q1 2021 and has held it in 5 quarters since.
  • FORA Capital's Advanced Energy position peaked at $507K in Q1 2024.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on FORA Capital's 13F filing for Q1 2026, filed 15 May 2026.