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Tortoise Investment Management’s Advanced Energy AEIS Stock Holding History

Tortoise Investment Management’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
Q4 		– Sell
-5
Closed -$851 – 264
2025
Q3 		$851 Buy
5
+4
+400% +$602 ﹤0.01% 1081
2025
Q2 		$133 Buy
+1
New +$110 ﹤0.01% 1233
2020
Q2 		– Sell
-15
Closed -$1K – 501
2020
Q1 		$1K Hold
15
– – ﹤0.01% 501
2019
Q4 		$1K Hold
15
– – ﹤0.01% 555
2019
Q3 		$1K Hold
15
– – ﹤0.01% 558
2019
Q2 		$1K Hold
15
– – ﹤0.01% 586
2019
Q1 		$1K Buy
+15
New +$729 ﹤0.01% 579

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Tortoise Investment Management's AEIS Position: Q4 2025 in Review

Tortoise Investment Management sold out of Advanced Energy (AEIS) in Q4 2025, closing a stake of 5 shares — an estimated $851 sold.

Tortoise Investment Management first reported a position in AEIS in Q1 2019 and held it in 7 quarters. The position peaked at $1K in Q1 2020. 464 funds tracked by Wall St. Rank hold AEIS as of Q4 2025.

  • Tortoise Investment Management reported no remaining Advanced Energy position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 5 Advanced Energy shares in Q4 2025, an estimated $851.
  • Tortoise Investment Management first reported a position in Advanced Energy in Q1 2019 and held it in 7 quarters.
  • Tortoise Investment Management's Advanced Energy position peaked at $1K in Q1 2020.
  • 464 funds tracked by Wall St. Rank held Advanced Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.