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Southernsun Asset Management’s Advanced Energy AEIS Stock Holding History

Southernsun Asset 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
2026
Q2 		$14.4M Sell
38,683
-8,425
-18% -$2.95M 1.94% 21
2026
Q1 		$15.2M Sell
47,108
-76,342
-62% -$22.1M 2.2% 21
2025
Q4 		$25.8M Sell
123,450
-48,180
-28% -$9.81M 3.61% 15
2025
Q3 		$29.2M Sell
171,630
-25,006
-13% -$3.77M 3.78% 14
2025
Q2 		$26.1M Buy
196,636
+46,272
+31% +$5.1M 3.66% 14
2025
Q1 		$14.3M Buy
150,364
+34,696
+30% +$3.96M 2.07% 20
2024
Q4 		$13.4M Buy
115,668
+81,697
+240% +$9.19M 1.67% 21
2024
Q3 		$3.58M Buy
+33,971
New +$3.57M 0.42% 29

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

Southernsun Asset Management's AEIS Position: Q2 2026 in Review

Southernsun Asset Management reduced its Advanced Energy (AEIS) stake by 18% in Q2 2026, selling an estimated $2.95M and leaving 38,683 shares worth $14.4M. The position accounts for 1.94% of the portfolio, ranked #21.

Southernsun Asset Management first reported a position in AEIS in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.2M in Q3 2025. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Southernsun Asset Management held 38,683 shares of Advanced Energy worth $14.4M as of Q2 2026.
  • Southernsun Asset Management sold 8,425 Advanced Energy shares in Q2 2026, an estimated $2.95M.
  • Advanced Energy made up 1.94% of Southernsun Asset Management's portfolio in Q2 2026, its #21 holding.
  • Southernsun Asset Management first reported a position in Advanced Energy in Q3 2024 and has held it in 8 quarters since.
  • Southernsun Asset Management's Advanced Energy position peaked at $29.2M in Q3 2025.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Southernsun Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.