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&Partners’s Advanced Energy AEIS Stock Holding History

&Partners’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 		$5.42M Buy
16,864
+1,348
+9% +$391K 0.03% 495
2025
Q4 		$3.25M Buy
15,516
+6,037
+64% +$1.23M 0.02% 649
2025
Q3 		$1.61M Sell
9,479
-629
-6% -$94.7K 0.01% 853
2025
Q2 		$1.24M Buy
10,108
+2,442
+32% +$269K 0.01% 874
2025
Q1 		$727K Buy
7,666
+815
+12% +$93.1K 0.01% 959
2024
Q4 		$812K Buy
6,851
+787
+13% +$88.5K 0.01% 858
2024
Q3 		$638K Buy
6,064
+4,150
+217% +$436K 0.01% 757
2024
Q2 		$208K Buy
+1,914
New +$196K 0.01% 837

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

&Partners's AEIS Position: Q1 2026 in Review

&Partners increased its Advanced Energy (AEIS) stake by 8.7% in Q1 2026, buying an estimated $391K and bringing the position to 16,864 shares worth $5.42M. The position accounts for 0.03% of the portfolio, ranked #495.

&Partners first reported a position in AEIS in Q2 2024 and has held it in 8 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • &Partners held 16,864 shares of Advanced Energy worth $5.42M as of Q1 2026.
  • &Partners bought 1,348 Advanced Energy shares in Q1 2026, an estimated $391K.
  • Advanced Energy made up 0.03% of &Partners's portfolio in Q1 2026, its #495 holding.
  • &Partners first reported a position in Advanced Energy in Q2 2024 and has held it in 8 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.