Marshall Wace
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Marshall Wace’s Advanced Energy AEIS Stock Holding History

Marshall Wace’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 		$24.3M Buy
75,271
+66,731
+781% +$19.3M 0.02% 630
2025
Q4 		$1.79M Buy
8,540
+3,726
+77% +$758K ﹤0.01% 1632
2025
Q3 		$819K Sell
4,814
-35,576
-88% -$5.36M ﹤0.01% 2027
2025
Q2 		$5.35M Sell
40,390
-84,416
-68% -$9.3M 0.01% 1106
2025
Q1 		$11.9M Buy
+124,806
New +$14.3M 0.02% 710
2024
Q4 		– Sell
-41,295
Closed -$4.35M – 2538
2024
Q3 		$4.35M Buy
+41,295
New +$4.34M 0.01% 1048
2023
Q2 		– Sell
-17,423
Closed -$1.71M – 2412
2023
Q1 		$1.71M Buy
17,423
+1,561
+10% +$147K ﹤0.01% 1534
2022
Q4 		$1.36M Buy
+15,862
New +$1.33M ﹤0.01% 1936
2022
Q3 		– Sell
-29,103
Closed -$2.12M – 3285
2022
Q2 		$2.12M Buy
+29,103
New +$2.25M ﹤0.01% 1943
2021
Q2 		– Sell
-3,910
Closed -$427K – 2603
2021
Q1 		$427K Buy
+3,910
New +$424K ﹤0.01% 2003
2019
Q4 		– Sell
-24,552
Closed -$1.41M – 1651
2019
Q3 		$1.41M Buy
+24,552
New +$1.33M 0.01% 857
2018
Q3 		– Sell
-42,442
Closed -$2.46M – 1118
2018
Q2 		$2.46M Buy
+42,442
New +$2.68M 0.04% 394
2016
Q1 		– Sell
-55,301
Closed -$1.56M – 1010
2015
Q4 		$1.56M Buy
+55,301
New +$1.58M 0.01% 606

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

Marshall Wace's AEIS Position: Q1 2026 in Review

Marshall Wace increased its Advanced Energy (AEIS) stake by 781% in Q1 2026, buying an estimated $19.3M and bringing the position to 75,271 shares worth $24.3M. The position accounts for 0.02% of the portfolio, ranked #630.

Marshall Wace first reported a position in AEIS in Q4 2015 and has held it in 13 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Marshall Wace held 75,271 shares of Advanced Energy worth $24.3M as of Q1 2026.
  • Marshall Wace bought 66,731 Advanced Energy shares in Q1 2026, an estimated $19.3M.
  • Advanced Energy made up 0.02% of Marshall Wace's portfolio in Q1 2026, its #630 holding.
  • Marshall Wace first reported a position in Advanced Energy in Q4 2015 and has held it in 13 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.