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Lisanti Capital Growth’s Advanced Energy AEIS Stock Holding History

Lisanti Capital Growth’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 		$7.66M Buy
23,736
+3,475
+17% +$1.01M 1.93% 9
2025
Q4 		$4.24M Sell
20,261
-100
-0.5% -$20.4K 1.01% 45
2025
Q3 		$3.46M Buy
+20,361
New +$3.07M 0.85% 61
2023
Q3 		– Sell
-19,385
Closed -$2.16M – 118
2023
Q2 		$2.16M Buy
+19,385
New +$1.85M 0.3% 109
2021
Q1 		– Sell
-73,790
Closed -$7.16M – 123
2020
Q4 		$7.16M Buy
+73,790
New +$6.28M 0.99% 43
2020
Q3 		– Sell
-66,635
Closed -$4.52M – 112
2020
Q2 		$4.52M Buy
66,635
+41,025
+160% +$2.44M 0.92% 50
2020
Q1 		$1.24M Sell
25,610
-51,996
-67% -$3.3M 0.41% 81
2019
Q4 		$5.53M Buy
77,606
+7,506
+11% +$467K 1.47% 24
2019
Q3 		$4.02M Buy
+70,100
New +$3.79M 1.31% 30
2017
Q3 		– Sell
-10,166
Closed -$658K – 110
2017
Q2 		$658K Sell
10,166
-1,334
-12% -$97.5K 0.44% 95
2017
Q1 		$788K Sell
11,500
-12,010
-51% -$742K 1.13% 37
2016
Q4 		$1.29M Buy
23,510
+7,610
+48% +$390K 1.56% 21
2016
Q3 		$752K Buy
15,900
+2,595
+20% +$110K 0.95% 57
2016
Q2 		$505K Buy
+13,305
New +$476K 0.76% 65
2014
Q2 		– Sell
-131,350
Closed -$3.22M – 98
2014
Q1 		$3.22M Buy
+131,350
New +$3.43M 1.39% 26

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

Lisanti Capital Growth's AEIS Position: Q1 2026 in Review

Lisanti Capital Growth increased its Advanced Energy (AEIS) stake by 17% in Q1 2026, buying an estimated $1.01M and bringing the position to 23,736 shares worth $7.66M. The position accounts for 1.93% of the portfolio, ranked #9.

Lisanti Capital Growth first reported a position in AEIS in Q1 2014 and has held it in 15 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Lisanti Capital Growth held 23,736 shares of Advanced Energy worth $7.66M as of Q1 2026.
  • Lisanti Capital Growth bought 3,475 Advanced Energy shares in Q1 2026, an estimated $1.01M.
  • Advanced Energy made up 1.93% of Lisanti Capital Growth's portfolio in Q1 2026, its #9 holding.
  • Lisanti Capital Growth first reported a position in Advanced Energy in Q1 2014 and has held it in 15 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Lisanti Capital Growth's 13F filing for Q1 2026, filed 7 May 2026.