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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
Q2 		$474K Buy
1,270
+29
+2% +$10.1K 0.02% 208
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 $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

Harvest Fund Management's AEIS Position: Q2 2026 in Review

Harvest Fund Management increased its Advanced Energy (AEIS) stake by 2.3% in Q2 2026, buying an estimated $10.1K and bringing the position to 1,270 shares worth $474K. The position accounts for 0.02% of the portfolio, ranked #208.

Harvest Fund Management first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. 680 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Harvest Fund Management held 1,270 shares of Advanced Energy worth $474K as of Q2 2026.
  • Harvest Fund Management bought 29 Advanced Energy shares in Q2 2026, an estimated $10.1K.
  • Advanced Energy made up 0.02% of Harvest Fund Management's portfolio in Q2 2026, its #208 holding.
  • Harvest Fund Management first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • 680 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Harvest Fund Management's 13F filing for Q2 2026, filed 20 Aug 2026.