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Isthmus Partners’s Advanced Energy AEIS Stock Holding History

Isthmus Partners’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
2025
Q4 		– Sell
-30,058
Closed -$5.11K – 216
2025
Q3 		$5.11K Buy
30,058
+443
+1% +$66.7K ﹤0.01% 145
2025
Q2 		$3.92M Buy
29,615
+50
+0.2% +$5.51K 0.46% 54
2025
Q1 		$2.82M Buy
29,565
+96
+0.3% +$11K 0.35% 70
2024
Q4 		$3.41M Buy
29,469
+197
+0.7% +$22.2K 0.41% 62
2024
Q3 		$3.08M Buy
29,272
+1,810
+7% +$190K 0.37% 72
2024
Q2 		$2.99M Buy
27,462
+373
+1% +$38.2K 0.35% 86
2024
Q1 		$2.76M Buy
+27,089
New +$2.76M 0.31% 91

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Isthmus Partners's AEIS Position: Q4 2025 in Review

Isthmus Partners sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 30,058 shares — an estimated $5.11K sold.

Isthmus Partners first reported a position in AEIS in Q1 2024 and held it in 7 quarters. The position peaked at $3.92M in Q2 2025. 464 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • Isthmus Partners reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • Isthmus Partners sold 30,058 Advanced Energy shares in Q4 2025, an estimated $5.11K.
  • Isthmus Partners first reported a position in Advanced Energy in Q1 2024 and held it in 7 quarters.
  • Isthmus Partners's Advanced Energy position peaked at $3.92M in Q2 2025.
  • 464 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on Isthmus Partners's 13F filing for Q4 2025, filed 5 Feb 2026.