Rockefeller Capital Management
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Rockefeller Capital Management’s Advanced Energy AEIS Stock Holding History

Rockefeller Capital 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 		$831K Buy
2,576
+1,242
+93% +$360K ﹤0.01% 1700
2025
Q4 		$279K Buy
1,334
+431
+48% +$87.7K ﹤0.01% 2191
2025
Q3 		$154K Buy
+903
New +$136K ﹤0.01% 2359
2023
Q1 		– Sell
-273
Closed -$23K – 2001
2022
Q4 		$23K Sell
273
-129
-32% -$10.8K ﹤0.01% 2745
2022
Q3 		$31K Sell
402
-76
-16% -$6.52K ﹤0.01% 2571
2022
Q2 		$34K Buy
478
+56
+13% +$4.33K ﹤0.01% 2454
2022
Q1 		$36K Buy
422
+399
+1,735% +$34.6K ﹤0.01% 2450
2021
Q4 		$2K Hold
23
– – ﹤0.01% 3507
2021
Q3 		$2K Hold
23
– – ﹤0.01% 3401
2021
Q2 		$2K Hold
23
– – ﹤0.01% 3223
2021
Q1 		$2K Sell
23
-24
-51% -$2.6K ﹤0.01% 3081
2020
Q4 		$4K Hold
47
– – ﹤0.01% 2459
2020
Q3 		$2K Hold
47
– – ﹤0.01% 2390
2020
Q2 		$3K Hold
47
– – ﹤0.01% 2199
2020
Q1 		$2K Buy
+47
New +$2.98K ﹤0.01% 2145
2019
Q2 		– Sell
-204
Closed -$10K – 1637
2019
Q1 		$10K Buy
204
+60
+42% +$2.92K ﹤0.01% 1460
2018
Q4 		$6K Hold
144
– – ﹤0.01% 771
2018
Q3 		$7K Hold
144
– – ﹤0.01% 632
2018
Q2 		$8K Buy
+144
New +$9.11K ﹤0.01% 634

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

Rockefeller Capital Management's AEIS Position: Q1 2026 in Review

Rockefeller Capital Management increased its Advanced Energy (AEIS) stake by 93% in Q1 2026, buying an estimated $360K and bringing the position to 2,576 shares worth $831K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Rockefeller Capital Management first reported a position in AEIS in Q2 2018 and has held it in 19 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Rockefeller Capital Management held 2,576 shares of Advanced Energy worth $831K as of Q1 2026.
  • Rockefeller Capital Management bought 1,242 Advanced Energy shares in Q1 2026, an estimated $360K.
  • Advanced Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1700 holding.
  • Rockefeller Capital Management first reported a position in Advanced Energy in Q2 2018 and has held it in 19 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.