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MAI Capital Management’s Advanced Energy AEIS Stock Holding History

MAI 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
Q2 		$503K Buy
1,350
+786
+139% +$275K ﹤0.01% 1295
2026
Q1 		$182K Buy
564
+204
+57% +$59.1K ﹤0.01% 1515
2025
Q4 		$75.4K Sell
360
-13
-3% -$2.65K ﹤0.01% 1788
2025
Q3 		$63.5K Sell
373
-114
-23% -$17.2K ﹤0.01% 1798
2025
Q2 		$64.5K Buy
487
+174
+56% +$19.2K ﹤0.01% 1716
2025
Q1 		$29.8K Hold
313
– – ﹤0.01% 2004
2024
Q4 		$36.2K Buy
+313
New +$35.2K ﹤0.01% 1925

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

MAI Capital Management's AEIS Position: Q2 2026 in Review

MAI Capital Management increased its Advanced Energy (AEIS) stake by 139% in Q2 2026, buying an estimated $275K and bringing the position to 1,350 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

MAI Capital Management first reported a position in AEIS in Q4 2024 and has held it in 7 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • MAI Capital Management held 1,350 shares of Advanced Energy worth $503K as of Q2 2026.
  • MAI Capital Management bought 786 Advanced Energy shares in Q2 2026, an estimated $275K.
  • Advanced Energy made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1295 holding.
  • MAI Capital Management first reported a position in Advanced Energy in Q4 2024 and has held it in 7 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.