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Perpetual Ltd’s Advanced Energy AEIS Stock Holding History

Perpetual Ltd’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 		$646K Hold
1,732
– – 0.01% 286
2026
Q1 		$559K Buy
+1,732
New +$502K 0.01% 295
2020
Q3 		$7.18M Sell
114,150
-5,220
-4% -$365K 0.52% 71
2020
Q2 		$8.09M Buy
119,370
+64,280
+117% +$3.83M 0.76% 31
2020
Q1 		$2.67M Buy
+55,090
New +$3.5M 0.38% 105

Other funds holding AEIS

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Perpetual Ltd's AEIS Position: Q2 2026 in Review

Perpetual Ltd held its Advanced Energy (AEIS) position steady in Q2 2026 at 1,732 shares worth $646K. The position accounts for 0.01% of the portfolio, ranked #286.

Perpetual Ltd first reported a position in AEIS in Q1 2020 and has held it in 5 quarters since. The position peaked at $8.09M in Q2 2020. 175 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Perpetual Ltd held 1,732 shares of Advanced Energy worth $646K as of Q2 2026.
  • Perpetual Ltd left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up 0.01% of Perpetual Ltd's portfolio in Q2 2026, its #286 holding.
  • Perpetual Ltd first reported a position in Advanced Energy in Q1 2020 and has held it in 5 quarters since.
  • Perpetual Ltd's Advanced Energy position peaked at $8.09M in Q2 2020.
  • 175 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.