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Sheets Smith Investment Management’s Advanced Energy AEIS Stock Holding History

Sheets Smith Investment 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
2025
Q3 		$210K Buy
+1,233
New +$186K 0.14% 119
2022
Q1 		– Sell
-10,790
Closed -$983K – 39
2021
Q4 		$983K Buy
+10,790
New +$960K 0.7% 51
2020
Q4 		$965K Buy
+9,956
New +$847K 0.87% 36

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sheets Smith Investment Management's AEIS Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in Advanced Energy (AEIS) in Q3 2025: 1,233 shares worth $210K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings. This is a return to the name: Sheets Smith Investment Management previously reported a position in AEIS as recently as Q4 2021.

Sheets Smith Investment Management first reported a position in AEIS in Q4 2020 and has held it in 3 quarters since. The position peaked at $983K in Q4 2021. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

  • Sheets Smith Investment Management held 1,233 shares of Advanced Energy worth $210K as of Q3 2025.
  • Advanced Energy was a new Sheets Smith Investment Management position in Q3 2025.
  • Advanced Energy made up 0.14% of Sheets Smith Investment Management's portfolio in Q3 2025, its #119 holding.
  • Sheets Smith Investment Management first reported a position in Advanced Energy in Q4 2020 and has held it in 3 quarters since.
  • Sheets Smith Investment Management's Advanced Energy position peaked at $983K in Q4 2021.
  • 401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.