Oberweis Asset Management’s Advanced Energy AEIS Stock Holding History

Oberweis 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
2026 Q1	$15.9M	Buy	49,183 +9,483	+24%	+$2.75M	0.47%	84
2025 Q4	$8.31M	Sell	39,700 -30,000	-43%	-$6.11M	0.3%	121
2025 Q3	$11.9M	Sell	69,700 -45,000	-39%	-$6.78M	0.45%	83
2025 Q2	$15.2M	Buy	+114,700	New	+$12.6M	0.66%	59
2021 Q2	–	Sell	-2,500	Closed	-$273K	–	160
2021 Q1	$273K	Buy	+2,500	New	+$271K	0.06%	136

Other funds holding AEIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Oberweis Asset Management's AEIS Position: Q1 2026 in Review

Oberweis Asset Management increased its Advanced Energy (AEIS) stake by 24% in Q1 2026, buying an estimated $2.75M and bringing the position to 49,183 shares worth $15.9M. The position accounts for 0.47% of the portfolio, ranked #84.

Oberweis Asset Management first reported a position in AEIS in Q1 2021 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

Oberweis Asset Management held 49,183 shares of Advanced Energy worth $15.9M as of Q1 2026.
Oberweis Asset Management bought 9,483 Advanced Energy shares in Q1 2026, an estimated $2.75M.
Advanced Energy made up 0.47% of Oberweis Asset Management's portfolio in Q1 2026, its #84 holding.
Oberweis Asset Management first reported a position in Advanced Energy in Q1 2021 and has held it in 5 quarters since.
575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Oberweis Asset Management's 13F filing for Q1 2026, filed 15 May 2026.