SGI
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Summit Global Investments’s Advanced Energy AEIS Stock Holding History

Summit Global Investments’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 		– Sell
-1,529
Closed -$203K – 467
2025
Q2 		$203K Buy
+1,529
New +$168K 0.01% 449
2018
Q4 		– Sell
-11,300
Closed -$584K – 252
2018
Q3 		$584K Buy
11,300
+800
+8% +$46.3K 0.08% 234
2018
Q2 		$610K Buy
+10,500
New +$664K 0.09% 236

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
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State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return