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John Overdeck’s Advanced Energy AEIS Stock Holding History

John Overdeck’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 		$27.6M Buy
+74,131
New +$25.9M 0.02% 853
2024
Q2 		– Sell
-10,628
Closed -$1.08M – 2998
2024
Q1 		$1.08M Buy
+10,628
New +$1.08M ﹤0.01% 1913
2023
Q1 		– Sell
-3,680
Closed -$316K – 2927
2022
Q4 		$316K Sell
3,680
-9,730
-73% -$817K ﹤0.01% 2217
2022
Q3 		$1.04M Buy
+13,410
New +$1.15M ﹤0.01% 1452
2019
Q2 		– Sell
-16,734
Closed -$831K – 3278
2019
Q1 		$831K Sell
16,734
-61,111
-79% -$2.97M ﹤0.01% 1939
2018
Q4 		$3.34M Buy
77,845
+13,562
+21% +$604K 0.01% 991
2018
Q3 		$3.32M Buy
+64,283
New +$3.72M 0.01% 1147
2017
Q4 		– Sell
-44,332
Closed -$3.57M – 3046
2017
Q3 		$3.58M Buy
+44,332
New +$3.21M 0.01% 980
2017
Q1 		– Sell
-4,655
Closed -$255K – 2843
2016
Q4 		$255K Sell
4,655
-48,023
-91% -$2.46M ﹤0.01% 2827
2016
Q3 		$2.49M Sell
52,678
-62,029
-54% -$2.64M 0.01% 1308
2016
Q2 		$4.35M Sell
114,707
-45,743
-29% -$1.64M 0.02% 832
2016
Q1 		$5.58M Buy
160,450
+129,395
+417% +$3.79M 0.03% 665
2015
Q4 		$877K Buy
+31,055
New +$885K ﹤0.01% 1596
2015
Q1 		– Sell
-22,719
Closed -$538K – 2603
2014
Q4 		$538K Buy
+22,719
New +$463K ﹤0.01% 1688
2014
Q2 		– Sell
-136,366
Closed -$3.34M – 2118
2014
Q1 		$3.34M Buy
136,366
+120,709
+771% +$3.15M 0.02% 766
2013
Q4 		$358K Buy
+15,657
New +$335K ﹤0.01% 1812

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

John Overdeck's AEIS Position: Q2 2026 in Review

John Overdeck opened a new position in Advanced Energy (AEIS) in Q2 2026: 74,131 shares worth $27.6M. The stake represents 0.02% of the portfolio and ranks #853 among its holdings. This is a return to the name: John Overdeck previously reported a position in AEIS as recently as Q1 2024.

John Overdeck first reported a position in AEIS in Q4 2013 and has held it in 16 quarters since. 678 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • John Overdeck held 74,131 shares of Advanced Energy worth $27.6M as of Q2 2026.
  • Advanced Energy was a new John Overdeck position in Q2 2026.
  • Advanced Energy made up 0.02% of John Overdeck's portfolio in Q2 2026, its #853 holding.
  • John Overdeck first reported a position in Advanced Energy in Q4 2013 and has held it in 16 quarters since.
  • 678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.