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Freestone Grove Partners’s Advanced Energy AEIS Stock Holding History

Freestone Grove Partners’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 		$6.65M Sell
20,606
-36,925
-64% -$10.7M 0.05% 311
2025
Q4 		$12M Buy
57,531
+15,578
+37% +$3.17M 0.09% 268
2025
Q3 		$7.14M Buy
+41,953
New +$6.32M 0.05% 316

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

Freestone Grove Partners's AEIS Position: Q1 2026 in Review

Freestone Grove Partners reduced its Advanced Energy (AEIS) stake by 64% in Q1 2026, selling an estimated $10.7M and leaving 20,606 shares worth $6.65M. The position accounts for 0.05% of the portfolio, ranked #311.

Freestone Grove Partners first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $12M in Q4 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Freestone Grove Partners held 20,606 shares of Advanced Energy worth $6.65M as of Q1 2026.
  • Freestone Grove Partners sold 36,925 Advanced Energy shares in Q1 2026, an estimated $10.7M.
  • Advanced Energy made up 0.05% of Freestone Grove Partners's portfolio in Q1 2026, its #311 holding.
  • Freestone Grove Partners first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • Freestone Grove Partners's Advanced Energy position peaked at $12M in Q4 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Freestone Grove Partners's 13F filing for Q1 2026, filed 15 May 2026.