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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
2018
Q4 		– Sell
-5,100
Closed -$263K – 2924
2018
Q3 		$263K Buy
+5,100
New +$295K ﹤0.01% 2847
2018
Q2 		– Sell
-27,500
Closed -$1.76M – 3253
2018
Q1 		$1.76M Buy
27,500
+24,000
+686% +$1.66M 0.01% 1618
2017
Q4 		$236K Buy
+3,500
New +$282K ﹤0.01% 2840

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.