HFM
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Harvest Fund Management’s Advanced Energy AEIS Stock Holding History

Harvest Fund 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
Q1 		$401K Buy
1,241
+17
+1% +$4.93K 0.02% 226
2025
Q4 		$256K Hold
1,224
– – 0.01% 332
2025
Q3 		$208K Buy
+1,224
New +$184K 0.01% 326

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

Harvest Fund Management's AEIS Position: Q1 2026 in Review

Harvest Fund Management increased its Advanced Energy (AEIS) stake by 1.4% in Q1 2026, buying an estimated $4.93K and bringing the position to 1,241 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #226.

Harvest Fund Management first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Harvest Fund Management held 1,241 shares of Advanced Energy worth $401K as of Q1 2026.
  • Harvest Fund Management bought 17 Advanced Energy shares in Q1 2026, an estimated $4.93K.
  • Advanced Energy made up 0.02% of Harvest Fund Management's portfolio in Q1 2026, its #226 holding.
  • Harvest Fund Management first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Harvest Fund Management's 13F filing for Q1 2026, filed 14 May 2026.