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AEIS icon

Inspire Investing’s Advanced Energy AEIS Stock Holding History

Inspire Investing’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 		$678K Buy
1,819
+176
+11% +$61.5K 0.03% 761
2026
Q1 		$530K Sell
1,643
-587
-26% -$170K 0.03% 460
2025
Q4 		$467K Sell
2,230
-492
-18% -$100K 0.04% 578
2025
Q3 		$463K Sell
2,722
-223
-8% -$33.6K 0.05% 341
2025
Q2 		$390K Sell
2,945
-645
-18% -$71K 0.04% 510
2025
Q1 		$342K Buy
3,590
+136
+4% +$15.5K 0.04% 656
2024
Q4 		$399K Sell
3,454
-451
-12% -$50.7K 0.04% 667
2024
Q3 		$411K Buy
3,905
+674
+21% +$70.8K 0.04% 656
2024
Q2 		$351K Sell
3,231
-285
-8% -$29.2K 0.04% 590
2024
Q1 		$359K Sell
3,516
-5
-0.1% -$510 0.04% 578
2023
Q4 		$384K Buy
3,521
+550
+19% +$53.5K 0.04% 583
2023
Q3 		$306K Buy
2,971
+153
+5% +$17.1K 0.04% 610
2023
Q2 		$314K Buy
2,818
+9
+0.3% +$858 0.04% 570
2023
Q1 		$275K Sell
2,809
-473
-14% -$44.6K 0.04% 444
2022
Q4 		$282K Buy
3,282
+85
+3% +$7.14K 0.04% 318
2022
Q3 		$247K Sell
3,197
-245
-7% -$21K 0.03% 300
2022
Q2 		$251K Buy
3,442
+131
+4% +$10.1K 0.03% 329
2022
Q1 		$285K Buy
3,311
+613
+23% +$53.1K 0.03% 340
2021
Q4 		$246K Buy
2,698
+124
+5% +$11K 0.03% 691
2021
Q3 		$226K Sell
2,574
-1,254
-33% -$117K 0.03% 675
2021
Q2 		$431K Buy
3,828
+116
+3% +$12.3K 0.06% 399
2021
Q1 		$405K Buy
+3,712
New +$402K 0.06% 395
2020
Q4 		– Sell
-3,672
Closed -$231K – 625
2020
Q3 		$231K Buy
3,672
+262
+8% +$18.3K 0.06% 303
2020
Q2 		$231K Buy
+3,410
New +$203K 0.08% 342
2018
Q1 		– Sell
-797
Closed -$54K – 208
2017
Q4 		$54K Buy
+797
New +$64.2K 0.05% 663

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

Inspire Investing's AEIS Position: Q2 2026 in Review

Inspire Investing increased its Advanced Energy (AEIS) stake by 11% in Q2 2026, buying an estimated $61.5K and bringing the position to 1,819 shares worth $678K. The position accounts for 0.03% of the portfolio, ranked #761.

Inspire Investing first reported a position in AEIS in Q4 2017 and has held it in 25 quarters since. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Inspire Investing held 1,819 shares of Advanced Energy worth $678K as of Q2 2026.
  • Inspire Investing bought 176 Advanced Energy shares in Q2 2026, an estimated $61.5K.
  • Advanced Energy made up 0.03% of Inspire Investing's portfolio in Q2 2026, its #761 holding.
  • Inspire Investing first reported a position in Advanced Energy in Q4 2017 and has held it in 25 quarters since.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.