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Hillsdale Investment Management’s Advanced Energy AEIS Stock Holding History

Hillsdale 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 		$421K Sell
1,130
-105
-9% -$36.7K 0.01% 464
2026
Q1 		$399K Buy
1,235
+1,190
+2,644% +$345K 0.01% 435
2025
Q4 		$9.42K Sell
45
-15
-25% -$3.05K ﹤0.01% 566
2025
Q3 		$10.2K Hold
60
– – ﹤0.01% 544
2025
Q2 		$7.95K Buy
+60
New +$6.61K ﹤0.01% 540
2021
Q1 		– Sell
-12,000
Closed -$1.16M – 528
2020
Q4 		$1.16M Hold
12,000
– – 0.11% 187
2020
Q3 		$755K Buy
+12,000
New +$838K 0.07% 250
2015
Q4 		– Sell
-20,200
Closed -$531K – 490
2015
Q3 		$531K Sell
20,200
-100
-0.5% -$2.58K 0.18% 94
2015
Q2 		$558K Buy
+20,300
New +$551K 0.17% 107

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 $3.38T AUM 44.17% 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

Hillsdale Investment Management's AEIS Position: Q2 2026 in Review

Hillsdale Investment Management reduced its Advanced Energy (AEIS) stake by 8.5% in Q2 2026, selling an estimated $36.7K and leaving 1,130 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #464.

Hillsdale Investment Management first reported a position in AEIS in Q2 2015 and has held it in 9 quarters since. The position peaked at $1.16M in Q4 2020. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Hillsdale Investment Management held 1,130 shares of Advanced Energy worth $421K as of Q2 2026.
  • Hillsdale Investment Management sold 105 Advanced Energy shares in Q2 2026, an estimated $36.7K.
  • Advanced Energy made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #464 holding.
  • Hillsdale Investment Management first reported a position in Advanced Energy in Q2 2015 and has held it in 9 quarters since.
  • Hillsdale Investment Management's Advanced Energy position peaked at $1.16M in Q4 2020.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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