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Kennedy Capital Management’s Advanced Energy AEIS Stock Holding History

Kennedy Capital 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 		$27.2M Buy
72,835
+44,207
+154% +$15.5M 0.48% 41
2026
Q1 		$9.24M Buy
+28,628
New +$8.3M 0.2% 184
2025
Q2 		– Sell
-5,204
Closed -$496K – 584
2025
Q1 		$496K Buy
+5,204
New +$595K 0.01% 581
2020
Q4 		– Sell
-47,997
Closed -$3.02M – 661
2020
Q3 		$3.02M Sell
47,997
-164
-0.3% -$11.5K 0.09% 416
2020
Q2 		$3.27M Sell
48,161
-4,225
-8% -$252K 0.09% 401
2020
Q1 		$2.54M Sell
52,386
-8,736
-14% -$555K 0.09% 395
2019
Q4 		$4.35M Sell
61,122
-4,067
-6% -$253K 0.11% 376
2019
Q3 		$3.74M Sell
65,189
-143,637
-69% -$7.76M 0.09% 411
2019
Q2 		$11.8M Sell
208,826
-78,371
-27% -$4.2M 0.28% 91
2019
Q1 		$14.3M Sell
287,197
-11,579
-4% -$563K 0.34% 57
2018
Q4 		$12.8M Buy
298,776
+240,465
+412% +$10.7M 0.32% 63
2018
Q3 		$3.01M Buy
+58,311
New +$3.38M 0.06% 530
2014
Q1 		– Sell
-196,660
Closed -$4.5M – 738
2013
Q4 		$4.5M Buy
+196,660
New +$4.21M 0.08% 403

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

Kennedy Capital Management's AEIS Position: Q2 2026 in Review

Kennedy Capital Management increased its Advanced Energy (AEIS) stake by 154% in Q2 2026, buying an estimated $15.5M and bringing the position to 72,835 shares worth $27.2M. The position accounts for 0.48% of the portfolio, ranked #41.

Kennedy Capital Management first reported a position in AEIS in Q4 2013 and has held it in 13 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Kennedy Capital Management held 72,835 shares of Advanced Energy worth $27.2M as of Q2 2026.
  • Kennedy Capital Management bought 44,207 Advanced Energy shares in Q2 2026, an estimated $15.5M.
  • Advanced Energy made up 0.48% of Kennedy Capital Management's portfolio in Q2 2026, its #41 holding.
  • Kennedy Capital Management first reported a position in Advanced Energy in Q4 2013 and has held it in 13 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.