Perpetual Ltd
AEIS icon

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
Q3 		– Sell
-1,732
Closed -$646K – 392
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

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Tributary Capital Management
Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Perpetual Ltd's AEIS Position: Q3 2026 in Review

Perpetual Ltd sold out of Advanced Energy (AEIS) in Q3 2026, closing a stake of 1,732 shares — an estimated $646K sold.

Perpetual Ltd first reported a position in AEIS in Q1 2020 and held it in 5 quarters. The position peaked at $8.09M in Q2 2020. 158 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Perpetual Ltd reported no remaining Advanced Energy position as of Q3 2026 after selling out during the quarter.
  • Perpetual Ltd sold 1,732 Advanced Energy shares in Q3 2026, an estimated $646K.
  • Perpetual Ltd first reported a position in Advanced Energy in Q1 2020 and held it in 5 quarters.
  • Perpetual Ltd's Advanced Energy position peaked at $8.09M in Q2 2020.
  • 158 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.