Kraft Davis & Associates’s Advanced Energy AEIS Stock Holding History

Kraft Davis & Associates’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	–	Sell	-529	Closed	-$203K	–	156
2026 Q1	$203K	Buy	+529	New	+$153K	0.04%	148

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kraft Davis & Associates's AEIS Position: Q2 2026 in Review

Kraft Davis & Associates sold out of Advanced Energy (AEIS) in Q2 2026, closing a stake of 529 shares — an estimated $203K sold.

Kraft Davis & Associates first reported a position in AEIS in Q1 2026 and held it in 1 quarter. The position peaked at $203K in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Kraft Davis & Associates reported no remaining Advanced Energy position as of Q2 2026 after selling out during the quarter.
Kraft Davis & Associates sold 529 Advanced Energy shares in Q2 2026, an estimated $203K.
Kraft Davis & Associates first reported a position in Advanced Energy in Q1 2026 and held it in 1 quarter.
Kraft Davis & Associates's Advanced Energy position peaked at $203K in Q1 2026.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Kraft Davis & Associates's 13F filing for Q2 2026, filed 9 Jul 2026.