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GW&K Investment Management’s Advanced Energy AEIS Stock Holding History

GW&K Investment Management’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 		$215M Sell
577,834
-23,271
-4% -$8.14M 1.68% 2
2026
Q1 		$194M Sell
601,105
-80,455
-12% -$23.3M 1.71% 1
2025
Q4 		$143M Sell
681,560
-18,220
-3% -$3.71M 1.23% 5
2025
Q3 		$119M Buy
699,780
+237,895
+52% +$35.8M 1.05% 9
2025
Q2 		$61.2M Buy
461,885
+161,412
+54% +$17.8M 0.55% 53
2025
Q1 		$28.6M Sell
300,473
-9,714
-3% -$1.11M 0.27% 152
2024
Q4 		$35.9M Sell
310,187
-2,333
-0.7% -$262K 0.31% 129
2024
Q3 		$32.9M Buy
312,520
+76,499
+32% +$8.03M 0.28% 147
2024
Q2 		$25.7M Buy
+236,021
New +$24.2M 0.23% 168

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

GW&K Investment Management's AEIS Position: Q2 2026 in Review

GW&K Investment Management reduced its Advanced Energy (AEIS) stake by 3.9% in Q2 2026, selling an estimated $8.14M and leaving 577,834 shares worth $215M. The position accounts for 1.68% of the portfolio, ranked #2.

GW&K Investment Management first reported a position in AEIS in Q2 2024 and has held it in 9 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • GW&K Investment Management held 577,834 shares of Advanced Energy worth $215M as of Q2 2026.
  • GW&K Investment Management sold 23,271 Advanced Energy shares in Q2 2026, an estimated $8.14M.
  • Advanced Energy made up 1.68% of GW&K Investment Management's portfolio in Q2 2026, its #2 holding.
  • GW&K Investment Management first reported a position in Advanced Energy in Q2 2024 and has held it in 9 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.