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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
Q2 		$32.5M Buy
87,213
+66,607
+323% +$23.3M 0.21% 146
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Freestone Grove Partners's AEIS Position: Q2 2026 in Review

Freestone Grove Partners increased its Advanced Energy (AEIS) stake by 323% in Q2 2026, buying an estimated $23.3M and bringing the position to 87,213 shares worth $32.5M. The position accounts for 0.21% of the portfolio, ranked #146.

Freestone Grove Partners first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Freestone Grove Partners held 87,213 shares of Advanced Energy worth $32.5M as of Q2 2026.
  • Freestone Grove Partners bought 66,607 Advanced Energy shares in Q2 2026, an estimated $23.3M.
  • Advanced Energy made up 0.21% of Freestone Grove Partners's portfolio in Q2 2026, its #146 holding.
  • Freestone Grove Partners first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.