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Highland Capital Management (Tennessee)’s Advanced Energy AEIS Stock Holding History

Highland Capital Management (Tennessee)’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 		$502K Buy
1,345
+73
+6% +$25.5K 0.02% 307
2026
Q1 		$410K Buy
+1,272
New +$369K 0.02% 340

Other funds holding AEIS

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Highland Capital Management (Tennessee)'s AEIS Position: Q2 2026 in Review

Highland Capital Management (Tennessee) increased its Advanced Energy (AEIS) stake by 5.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 1,345 shares worth $502K. The position accounts for 0.02% of the portfolio, ranked #307.

Highland Capital Management (Tennessee) first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Highland Capital Management (Tennessee) held 1,345 shares of Advanced Energy worth $502K as of Q2 2026.
  • Highland Capital Management (Tennessee) bought 73 Advanced Energy shares in Q2 2026, an estimated $25.5K.
  • Advanced Energy made up 0.02% of Highland Capital Management (Tennessee)'s portfolio in Q2 2026, its #307 holding.
  • Highland Capital Management (Tennessee) first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q2 2026, filed 21 Jul 2026.