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Tidal Investments’s Advanced Energy AEIS Stock Holding History

Tidal 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
2026
Q2 		$49.6M Buy
132,991
+79,915
+151% +$27.9M 0.09% 223
2026
Q1 		$17.1M Buy
53,076
+42,039
+381% +$12.2M 0.04% 396
2025
Q4 		$2.31M Buy
11,037
+7,379
+202% +$1.5M 0.01% 903
2025
Q3 		$622K Buy
3,658
+1,792
+96% +$270K ﹤0.01% 1446
2025
Q2 		$247K Buy
+1,866
New +$206K ﹤0.01% 1701

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

Tidal Investments's AEIS Position: Q2 2026 in Review

Tidal Investments increased its Advanced Energy (AEIS) stake by 151% in Q2 2026, buying an estimated $27.9M and bringing the position to 132,991 shares worth $49.6M. The position accounts for 0.09% of the portfolio, ranked #223.

Tidal Investments first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Tidal Investments held 132,991 shares of Advanced Energy worth $49.6M as of Q2 2026.
  • Tidal Investments bought 79,915 Advanced Energy shares in Q2 2026, an estimated $27.9M.
  • Advanced Energy made up 0.09% of Tidal Investments's portfolio in Q2 2026, its #223 holding.
  • Tidal Investments first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.