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Segall Bryant & Hamill’s Advanced Energy AEIS Stock Holding History

Segall Bryant & Hamill’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 		$23.9M Sell
64,077
-13,462
-17% -$4.71M 0.28% 112
2026
Q1 		$25M Sell
77,539
-81,496
-51% -$23.6M 0.36% 82
2025
Q4 		$33.3M Buy
159,035
+17,073
+12% +$3.47M 0.45% 58
2025
Q3 		$24.2M Sell
141,962
-28,459
-17% -$4.29M 0.32% 99
2025
Q2 		$22.6M Buy
170,421
+7,121
+4% +$784K 0.32% 100
2025
Q1 		$15.6M Buy
163,300
+8,852
+6% +$1.01M 0.24% 132
2024
Q4 		$17.9M Buy
154,448
+17,551
+13% +$1.97M 0.25% 125
2024
Q3 		$14.4M Buy
136,897
+26,782
+24% +$2.81M 0.2% 166
2024
Q2 		$12M Buy
110,115
+14,529
+15% +$1.49M 0.21% 160
2024
Q1 		$9.75M Sell
95,586
-17,110
-15% -$1.74M 0.18% 191
2023
Q4 		$12.3M Buy
112,696
+26,460
+31% +$2.57M 0.24% 156
2023
Q3 		$8.89M Buy
86,236
+56,519
+190% +$6.33M 0.1% 231
2023
Q2 		$3.31M Buy
+29,717
New +$2.83M 0.03% 387
2021
Q2 		– Sell
-37,681
Closed -$4.11M – 765
2021
Q1 		$4.11M Sell
37,681
-21,329
-36% -$2.31M 0.04% 371
2020
Q4 		$5.72M Sell
59,010
-27,343
-32% -$2.33M 0.06% 270
2020
Q3 		$5.43M Buy
86,353
+8,165
+10% +$570K 0.07% 249
2020
Q2 		$5.3M Buy
78,188
+1,280
+2% +$76.3K 0.09% 211
2020
Q1 		$3.73M Buy
76,908
+19,045
+33% +$1.21M 0.08% 241
2019
Q4 		$4.12M Buy
57,863
+7,805
+16% +$486K 0.06% 284
2019
Q3 		$2.88M Buy
+50,058
New +$2.7M 0.04% 347
2014
Q1 		– Sell
-19,510
Closed -$446K – 574
2013
Q4 		$446K Sell
19,510
-1,280
-6% -$27.4K 0.01% 460
2013
Q3 		$364K Buy
20,790
+4,500
+28% +$88.6K 0.01% 480
2013
Q2 		$284K Buy
+16,290
New +$291K 0.01% 484

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Segall Bryant & Hamill's AEIS Position: Q2 2026 in Review

Segall Bryant & Hamill reduced its Advanced Energy (AEIS) stake by 17% in Q2 2026, selling an estimated $4.71M and leaving 64,077 shares worth $23.9M. The position accounts for 0.28% of the portfolio, ranked #112.

Segall Bryant & Hamill first reported a position in AEIS in Q2 2013 and has held it in 23 quarters since. The position peaked at $33.3M in Q4 2025. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Segall Bryant & Hamill held 64,077 shares of Advanced Energy worth $23.9M as of Q2 2026.
  • Segall Bryant & Hamill sold 13,462 Advanced Energy shares in Q2 2026, an estimated $4.71M.
  • Advanced Energy made up 0.28% of Segall Bryant & Hamill's portfolio in Q2 2026, its #112 holding.
  • Segall Bryant & Hamill first reported a position in Advanced Energy in Q2 2013 and has held it in 23 quarters since.
  • Segall Bryant & Hamill's Advanced Energy position peaked at $33.3M in Q4 2025.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Segall Bryant & Hamill's 13F filing for Q2 2026, filed 12 Aug 2026.