Syon Capital’s Advanced Energy AEIS Stock Holding History

Syon Capital’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	$290K	Sell	778 -1	-0.1%	-$350	0.01%	815
2026 Q1	$251K	Buy	+779	New	+$226K	0.01%	797

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Syon Capital's AEIS Position: Q2 2026 in Review

Syon Capital reduced its Advanced Energy (AEIS) stake by 0.13% in Q2 2026, selling an estimated $350 and leaving 778 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #815.

Syon Capital first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Syon Capital held 778 shares of Advanced Energy worth $290K as of Q2 2026.
Syon Capital sold 1 Advanced Energy share in Q2 2026, an estimated $350.
Advanced Energy made up 0.01% of Syon Capital's portfolio in Q2 2026, its #815 holding.
Syon Capital first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.