Savant Capital
AEIS icon

Savant Capital’s Advanced Energy AEIS Stock Holding History

Savant Capital’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 		$619K Buy
2,197
+1,307
+147% +$383K ﹤0.01% 1440
2026
Q2 		$331K Buy
890
+31
+4% +$10.8K ﹤0.01% 1441
2026
Q1 		$277K Buy
+859
New +$249K ﹤0.01% 1221

Other funds holding AEIS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Savant Capital's AEIS Position: Q3 2026 in Review

Savant Capital increased its Advanced Energy (AEIS) stake by 147% in Q3 2026, buying an estimated $383K and bringing the position to 2,197 shares worth $619K. The position accounts for ﹤0.01% of the portfolio, ranked #1440.

Savant Capital first reported a position in AEIS in Q1 2026 and has held it in 3 quarters since. 357 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Savant Capital held 2,197 shares of Advanced Energy worth $619K as of Q3 2026.
  • Savant Capital bought 1,307 Advanced Energy shares in Q3 2026, an estimated $383K.
  • Advanced Energy made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1440 holding.
  • Savant Capital first reported a position in Advanced Energy in Q1 2026 and has held it in 3 quarters since.
  • 357 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.