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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kennedy Capital Management's AEIS Position: Q1 2026 in Review

Kennedy Capital Management opened a new position in Advanced Energy (AEIS) in Q1 2026: 28,628 shares worth $9.24M. The stake represents 0.2% of the portfolio and ranks #184 among its holdings. This is a return to the name: Kennedy Capital Management previously reported a position in AEIS as recently as Q1 2025.

Kennedy Capital Management first reported a position in AEIS in Q4 2013 and has held it in 12 quarters since. The position peaked at $14.3M in Q1 2019. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Kennedy Capital Management held 28,628 shares of Advanced Energy worth $9.24M as of Q1 2026.
Advanced Energy was a new Kennedy Capital Management position in Q1 2026.
Advanced Energy made up 0.2% of Kennedy Capital Management's portfolio in Q1 2026, its #184 holding.
Kennedy Capital Management first reported a position in Advanced Energy in Q4 2013 and has held it in 12 quarters since.
Kennedy Capital Management's Advanced Energy position peaked at $14.3M in Q1 2019.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Kennedy Capital Management's 13F filing for Q1 2026, filed 13 May 2026.