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Sora Investors’s Advanced Energy AEIS Stock Holding History

Sora Investors’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 		$52.2M Buy
139,963
+19,695
+16% +$6.89M 4% 3
2026
Q1 		$38.8M Sell
120,268
-55,260
-31% -$16M 3.57% 4
2025
Q4 		$36.8M Buy
175,528
+144,894
+473% +$29.5M 3.16% 7
2025
Q3 		$5.21M Buy
30,634
+11,914
+64% +$1.79M 0.48% 62
2025
Q2 		$2.48M Sell
18,720
-53,005
-74% -$5.84M 0.22% 73
2025
Q1 		$6.84M Sell
71,725
-60,389
-46% -$6.9M 0.83% 50
2024
Q4 		$15.3M Buy
132,114
+87,114
+194% +$9.8M 1.7% 24
2024
Q3 		$4.74M Buy
+45,000
New +$4.72M 0.83% 44

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

Sora Investors's AEIS Position: Q2 2026 in Review

Sora Investors increased its Advanced Energy (AEIS) stake by 16% in Q2 2026, buying an estimated $6.89M and bringing the position to 139,963 shares worth $52.2M. The position accounts for 4% of the portfolio, ranked #3.

Sora Investors first reported a position in AEIS in Q3 2024 and has held it in 8 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Sora Investors held 139,963 shares of Advanced Energy worth $52.2M as of Q2 2026.
  • Sora Investors bought 19,695 Advanced Energy shares in Q2 2026, an estimated $6.89M.
  • Advanced Energy made up 4% of Sora Investors's portfolio in Q2 2026, its #3 holding.
  • Sora Investors first reported a position in Advanced Energy in Q3 2024 and has held it in 8 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Sora Investors's 13F filing for Q2 2026, filed 14 Aug 2026.