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 Q2	$18.4M	Buy	49,423 +240	+0.5%	+$83.9K	0.38%	97
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Oberweis Asset Management's AEIS Position: Q2 2026 in Review

Oberweis Asset Management increased its Advanced Energy (AEIS) stake by 0.49% in Q2 2026, buying an estimated $83.9K and bringing the position to 49,423 shares worth $18.4M. The position accounts for 0.38% of the portfolio, ranked #97.

Oberweis Asset Management first reported a position in AEIS in Q1 2021 and has held it in 6 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Oberweis Asset Management held 49,423 shares of Advanced Energy worth $18.4M as of Q2 2026.
Oberweis Asset Management bought 240 Advanced Energy shares in Q2 2026, an estimated $83.9K.
Advanced Energy made up 0.38% of Oberweis Asset Management's portfolio in Q2 2026, its #97 holding.
Oberweis Asset Management first reported a position in Advanced Energy in Q1 2021 and has held it in 6 quarters since.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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