Fort Washington Investment Advisors
AEIS icon

Fort Washington Investment Advisors’s Advanced Energy AEIS Stock Holding History

Fort Washington Investment Advisors’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
Q3 		$37.7M Buy
133,685
+63,625
+91% +$18.6M 0.19% 133
2026
Q2 		$26.1M Sell
70,060
-19,672
-22% -$6.88M 0.13% 192
2026
Q1 		$29M Buy
89,732
+4,570
+5% +$1.32M 0.16% 151
2025
Q4 		$17.8M Sell
85,162
-15,356
-15% -$3.13M 0.1% 211
2025
Q3 		$17.1M Sell
100,518
-35,499
-26% -$5.35M 0.09% 199
2025
Q2 		$18M Buy
136,017
+9,272
+7% +$1.02M 0.1% 178
2025
Q1 		$12.1M Sell
126,745
-12,811
-9% -$1.46M 0.07% 203
2024
Q4 		$16.1M Buy
139,556
+12,860
+10% +$1.45M 0.1% 192
2024
Q3 		$13.3M Sell
126,696
-1,991
-2% -$209K 0.08% 201
2024
Q2 		$14M Buy
128,687
+11,469
+10% +$1.17M 0.09% 178
2024
Q1 		$12M Sell
117,218
-180
-0.2% -$18.4K 0.08% 204
2023
Q4 		$12.8M Sell
117,398
-28,070
-19% -$2.73M 0.09% 188
2023
Q3 		$15M Buy
145,468
+4,060
+3% +$455K 0.11% 174
2023
Q2 		$15.8M Buy
141,408
+21,500
+18% +$2.05M 0.11% 156
2023
Q1 		$11.8M Sell
119,908
-15,255
-11% -$1.44M 0.09% 194
2022
Q4 		$11.6M Sell
135,163
-20,370
-13% -$1.71M 0.09% 182
2022
Q3 		$12M Sell
155,533
-23,640
-13% -$2.03M 0.1% 168
2022
Q2 		$13.1M Buy
179,173
+28,455
+19% +$2.2M 0.1% 153
2022
Q1 		$13M Buy
150,718
+20,400
+16% +$1.77M 0.08% 181
2021
Q4 		$11.9M Buy
+130,318
New +$11.6M 0.07% 202

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Fort Washington Investment Advisors's AEIS Position: Q3 2026 in Review

Fort Washington Investment Advisors increased its Advanced Energy (AEIS) stake by 91% in Q3 2026, buying an estimated $18.6M and bringing the position to 133,685 shares worth $37.7M. The position accounts for 0.19% of the portfolio, ranked #133.

Fort Washington Investment Advisors first reported a position in AEIS in Q4 2021 and has held it in 20 quarters since. 60 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Fort Washington Investment Advisors held 133,685 shares of Advanced Energy worth $37.7M as of Q3 2026.
  • Fort Washington Investment Advisors bought 63,625 Advanced Energy shares in Q3 2026, an estimated $18.6M.
  • Advanced Energy made up 0.19% of Fort Washington Investment Advisors's portfolio in Q3 2026, its #133 holding.
  • Fort Washington Investment Advisors first reported a position in Advanced Energy in Q4 2021 and has held it in 20 quarters since.
  • 60 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Fort Washington Investment Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.