Kilter Group’s Advanced Energy AEIS Stock Holding History

Kilter Group’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	$4.2K	Sell	13 -4	-24%	-$1.16K	﹤0.01%	667
2025 Q4	$3.56K	Buy	+17	New	+$3.46K	﹤0.01%	595

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

Kilter Group's AEIS Position: Q1 2026 in Review

Kilter Group reduced its Advanced Energy (AEIS) stake by 24% in Q1 2026, selling an estimated $1.16K and leaving 13 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Kilter Group first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Kilter Group held 13 shares of Advanced Energy worth $4.2K as of Q1 2026.
Kilter Group sold 4 Advanced Energy shares in Q1 2026, an estimated $1.16K.
Advanced Energy made up ﹤0.01% of Kilter Group's portfolio in Q1 2026, its #667 holding.
Kilter Group first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.