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

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 $3.38T AUM 44.17% 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

Summit Global Investments's AEIS Position: Q3 2025 in Review

Summit Global Investments sold out of Advanced Energy (AEIS) in Q3 2025, closing a stake of 1,529 shares — an estimated $203K sold.

Summit Global Investments first reported a position in AEIS in Q2 2018 and held it in 3 quarters. The position peaked at $610K in Q2 2018. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

  • Summit Global Investments reported no remaining Advanced Energy position as of Q3 2025 after selling out during the quarter.
  • Summit Global Investments sold 1,529 Advanced Energy shares in Q3 2025, an estimated $203K.
  • Summit Global Investments first reported a position in Advanced Energy in Q2 2018 and held it in 3 quarters.
  • Summit Global Investments's Advanced Energy position peaked at $610K in Q2 2018.
  • 401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Summit Global Investments's 13F filing for Q3 2025, filed 3 Nov 2025.