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Legato Capital Management’s Advanced Energy AEIS Stock Holding History

Legato 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 		$5.46M Sell
16,920
-4,283
-20% -$1.24M 0.5% 29
2025
Q4 		$4.44M Sell
21,203
-1,511
-7% -$308K 0.38% 42
2025
Q3 		$3.86M Buy
22,714
+3,523
+18% +$530K 0.42% 49
2025
Q2 		$2.54M Sell
19,191
-2,988
-13% -$329K 0.3% 80
2025
Q1 		$2.11M Sell
22,179
-229
-1% -$26.2K 0.28% 93
2024
Q4 		$2.59M Buy
22,408
+8,379
+60% +$942K 0.34% 57
2024
Q3 		$1.48M Buy
14,029
+8,116
+137% +$852K 0.18% 178
2024
Q2 		$643K Buy
+5,913
New +$605K 0.09% 375
2023
Q3 		– Sell
-9,173
Closed -$1.02M – 554
2023
Q2 		$1.02M Buy
9,173
+2,901
+46% +$277K 0.14% 252
2023
Q1 		$615K Buy
6,272
+2,962
+89% +$279K 0.11% 315
2022
Q4 		$284K Buy
+3,310
New +$278K 0.05% 412
2021
Q3 		– Sell
-2,267
Closed -$256K – 194
2021
Q2 		$256K Buy
+2,267
New +$240K 0.04% 339

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Legato Capital Management reduced its Advanced Energy (AEIS) stake by 20% in Q1 2026, selling an estimated $1.24M and leaving 16,920 shares worth $5.46M. The position accounts for 0.5% of the portfolio, ranked #29.

Legato Capital Management first reported a position in AEIS in Q2 2021 and has held it in 12 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Legato Capital Management held 16,920 shares of Advanced Energy worth $5.46M as of Q1 2026.
  • Legato Capital Management sold 4,283 Advanced Energy shares in Q1 2026, an estimated $1.24M.
  • Advanced Energy made up 0.5% of Legato Capital Management's portfolio in Q1 2026, its #29 holding.
  • Legato Capital Management first reported a position in Advanced Energy in Q2 2021 and has held it in 12 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Legato Capital Management's 13F filing for Q1 2026, filed 14 May 2026.