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Green Alpha Advisors’s Advanced Energy AEIS Stock Holding History

Green Alpha 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 		$2.95M Buy
10,468
+398
+4% +$116K 2% 14
2026
Q2 		$3.75M Sell
10,070
-123
-1% -$43K 2.52% 9
2026
Q1 		$3.29M Sell
10,193
-126
-1% -$36.5K 3.24% 6
2025
Q4 		$2.16M Sell
10,319
-154
-1% -$31.3K 1.98% 11
2025
Q3 		$1.78M Sell
10,473
-671
-6% -$101K 1.72% 18
2025
Q2 		$1.48M Sell
11,144
-258
-2% -$28.4K 1.41% 23
2025
Q1 		$1.09M Buy
11,402
+2,266
+25% +$259K 1.16% 24
2024
Q4 		$1.06M Sell
9,136
-613
-6% -$68.9K 0.85% 42
2024
Q3 		$1.03M Buy
9,749
+67
+0.7% +$7.03K 0.81% 43
2024
Q2 		$1.05M Sell
9,682
-926
-9% -$94.8K 0.85% 41
2024
Q1 		$1.08M Buy
10,608
+49
+0.5% +$5K 0.78% 47
2023
Q4 		$1.15M Sell
10,559
-4,581
-30% -$445K 0.83% 38
2023
Q3 		$1.56M Sell
15,140
-387
-2% -$43.3K 1.2% 22
2023
Q2 		$1.73M Sell
15,527
-1,882
-11% -$179K 1.14% 23
2023
Q1 		$1.71M Sell
17,409
-253
-1% -$23.8K 1.2% 18
2022
Q4 		$1.51M Buy
17,662
+244
+1% +$20.5K 1.26% 22
2022
Q3 		$1.35M Sell
17,418
-18,582
-52% -$1.59M 1.14% 21
2022
Q2 		$2.63M Buy
36,000
+18,003
+100% +$1.39M 0.6% 45
2022
Q1 		$1.55M Buy
17,997
+371
+2% +$32.1K 1.05% 32
2021
Q4 		$1.6M Buy
17,626
+662
+4% +$58.9K 1.08% 31
2021
Q3 		$1.49M Buy
16,964
+1,838
+12% +$172K 1.03% 29
2021
Q2 		$1.71M Buy
15,126
+4,345
+40% +$461K 1.16% 23
2021
Q1 		$1.18M Buy
10,781
+3,294
+44% +$357K 1.16% 28
2020
Q4 		$726K Buy
+7,487
New +$637K 0.88% 46

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Green Alpha Advisors's AEIS Position: Q3 2026 in Review

Green Alpha Advisors increased its Advanced Energy (AEIS) stake by 4% in Q3 2026, buying an estimated $116K and bringing the position to 10,468 shares worth $2.95M. The position accounts for 2% of the portfolio, ranked #14.

Green Alpha Advisors first reported a position in AEIS in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.75M in Q2 2026. 41 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Green Alpha Advisors held 10,468 shares of Advanced Energy worth $2.95M as of Q3 2026.
  • Green Alpha Advisors bought 398 Advanced Energy shares in Q3 2026, an estimated $116K.
  • Advanced Energy made up 2% of Green Alpha Advisors's portfolio in Q3 2026, its #14 holding.
  • Green Alpha Advisors first reported a position in Advanced Energy in Q4 2020 and has held it in 24 quarters since.
  • Green Alpha Advisors's Advanced Energy position peaked at $3.75M in Q2 2026.
  • 41 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Green Alpha Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.