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Steve Schonfeld’s Advanced Energy AEIS Stock Holding History

Steve Schonfeld’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 		$5.13M Buy
13,761
+12,704
+1,202% +$4.44M 0.02% 638
2026
Q1 		$341K Buy
+1,057
New +$306K ﹤0.01% 1523
2025
Q4 		– Sell
-4,542
Closed -$773K – 2006
2025
Q3 		$773K Sell
4,542
-32,840
-88% -$4.94M ﹤0.01% 1502
2025
Q2 		$4.95M Sell
37,382
-617
-2% -$68K 0.03% 564
2025
Q1 		$3.62M Buy
37,999
+32,610
+605% +$3.73M 0.02% 653
2024
Q4 		$623K Buy
+5,389
New +$606K ﹤0.01% 1308
2023
Q3 		– Sell
-5,309
Closed -$592K – 1728
2023
Q2 		$592K Buy
+5,309
New +$506K 0.01% 1154
2023
Q1 		– Sell
-4,756
Closed -$408K – 2047
2022
Q4 		$408K Buy
4,756
+1,556
+49% +$131K ﹤0.01% 1646
2022
Q3 		$248K Buy
+3,200
New +$275K ﹤0.01% 2208
2022
Q2 		– Sell
-4,200
Closed -$361K – 2482
2022
Q1 		$361K Buy
+4,200
New +$364K ﹤0.01% 1561
2021
Q2 		– Sell
-1,900
Closed -$207K – 1903
2021
Q1 		$207K Buy
+1,900
New +$206K ﹤0.01% 1484
2018
Q2 		– Sell
-9,225
Closed -$589K – 743
2018
Q1 		$589K Sell
9,225
-6,776
-42% -$468K 0.04% 437
2017
Q4 		$1.08M Buy
16,001
+12,611
+372% +$1.02M 0.09% 296
2017
Q3 		$274K Sell
3,390
-16,479
-83% -$1.19M 0.03% 470
2017
Q2 		$1.29M Buy
+19,869
New +$1.45M 0.13% 222

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

Steve Schonfeld's AEIS Position: Q2 2026 in Review

Steve Schonfeld increased its Advanced Energy (AEIS) stake by 1,202% in Q2 2026, buying an estimated $4.44M and bringing the position to 13,761 shares worth $5.13M. The position accounts for 0.02% of the portfolio, ranked #638.

Steve Schonfeld first reported a position in AEIS in Q2 2017 and has held it in 15 quarters since. 677 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Steve Schonfeld held 13,761 shares of Advanced Energy worth $5.13M as of Q2 2026.
  • Steve Schonfeld bought 12,704 Advanced Energy shares in Q2 2026, an estimated $4.44M.
  • Advanced Energy made up 0.02% of Steve Schonfeld's portfolio in Q2 2026, its #638 holding.
  • Steve Schonfeld first reported a position in Advanced Energy in Q2 2017 and has held it in 15 quarters since.
  • 677 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.