LAM
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Longboard Asset Management’s Advanced Energy AEIS Stock Holding History

Longboard Asset 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
2025
Q4 		– Sell
-1,321
Closed -$225K – 76
2025
Q3 		$225K Buy
+1,321
New +$199K 0.36% 139

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Longboard Asset Management's AEIS Position: Q4 2025 in Review

Longboard Asset Management sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 1,321 shares — an estimated $225K sold.

Longboard Asset Management first reported a position in AEIS in Q3 2025 and held it in 1 quarter. The position peaked at $225K in Q3 2025. 465 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • Longboard Asset Management reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • Longboard Asset Management sold 1,321 Advanced Energy shares in Q4 2025, an estimated $225K.
  • Longboard Asset Management first reported a position in Advanced Energy in Q3 2025 and held it in 1 quarter.
  • Longboard Asset Management's Advanced Energy position peaked at $225K in Q3 2025.
  • 465 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on Longboard Asset Management's 13F filing for Q4 2025, filed 16 Jan 2026.