Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Advanced Energy AEIS Stock Holding History

Kayne Anderson Rudnick 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 		$1.58M Buy
4,246
+1,270
+43% +$444K ﹤0.01% 362
2026
Q1 		$960K Buy
2,976
+32
+1% +$9.27K ﹤0.01% 384
2025
Q4 		$616K Buy
2,944
+1,133
+63% +$231K ﹤0.01% 432
2025
Q3 		$308K Sell
1,811
-721
-28% -$109K ﹤0.01% 472
2025
Q2 		$335K Buy
2,532
+253
+11% +$27.9K ﹤0.01% 466
2025
Q1 		$217K Buy
2,279
+1,837
+416% +$210K ﹤0.01% 477
2024
Q4 		$51.1K Buy
+442
New +$49.7K ﹤0.01% 552

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

Kayne Anderson Rudnick Investment Management's AEIS Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Advanced Energy (AEIS) stake by 43% in Q2 2026, buying an estimated $444K and bringing the position to 4,246 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #362.

Kayne Anderson Rudnick Investment Management first reported a position in AEIS in Q4 2024 and has held it in 7 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 4,246 shares of Advanced Energy worth $1.58M as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 1,270 Advanced Energy shares in Q2 2026, an estimated $444K.
  • Advanced Energy made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #362 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Advanced Energy in Q4 2024 and has held it in 7 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.