Schroder Investment Management Group’s Advanced Energy AEIS Stock Holding History

Schroder Investment Management Group’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	$489K	Buy	+1,404	New	+$491K	﹤0.01%	1095
2021 Q4	–	Sell	-1,932	Closed	-$170K	–	1401
2021 Q3	$170K	Sell	1,932 -11,887	-86%	-$1.11M	﹤0.01%	1348
2021 Q2	$1.56M	Sell	13,819 -5,127	-27%	-$543K	﹤0.01%	1067
2021 Q1	$2.07M	Sell	18,946 -28,558	-60%	-$3.1M	﹤0.01%	1011
2020 Q4	$4.61M	Sell	47,504 -52,189	-52%	-$4.44M	0.01%	823
2020 Q3	$6.15M	Buy	+99,693	New	+$6.96M	0.01%	688
2018 Q3	–	Sell	-1,900	Closed	-$110K	–	1272
2018 Q2	$110K	Buy	+1,900	New	+$120K	﹤0.01%	1198

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schroder Investment Management Group's AEIS Position: Q2 2026 in Review

Schroder Investment Management Group opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,404 shares worth $489K. The stake represents ﹤0.01% of the portfolio and ranks #1095 among its holdings. This is a return to the name: Schroder Investment Management Group previously reported a position in AEIS as recently as Q3 2021.

Schroder Investment Management Group first reported a position in AEIS in Q2 2018 and has held it in 7 quarters since. The position peaked at $6.15M in Q3 2020. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Schroder Investment Management Group held 1,404 shares of Advanced Energy worth $489K as of Q2 2026.
Advanced Energy was a new Schroder Investment Management Group position in Q2 2026.
Advanced Energy made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1095 holding.
Schroder Investment Management Group first reported a position in Advanced Energy in Q2 2018 and has held it in 7 quarters since.
Schroder Investment Management Group's Advanced Energy position peaked at $6.15M in Q3 2020.
682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.