TwinBeech Capital’s Advanced Energy AEIS Stock Holding History

TwinBeech 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	$708K	Buy	+1,900	New	+$664K	0.13%	186
2025 Q2	–	Sell	-68,587	Closed	-$6.54M	–	615
2025 Q1	$6.54M	Buy	+68,587	New	+$7.84M	0.12%	207
2024 Q4	–	Sell	-46,299	Closed	-$4.87M	–	586
2024 Q3	$4.87M	Buy	+46,299	New	+$4.86M	0.09%	256
2024 Q2	–	Sell	-11,139	Closed	-$1.14M	–	502
2024 Q1	$1.14M	Buy	+11,139	New	+$1.14M	0.02%	404

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

TwinBeech Capital's AEIS Position: Q2 2026 in Review

TwinBeech Capital opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,900 shares worth $708K. The stake represents 0.13% of the portfolio and ranks #186 among its holdings. This is a return to the name: TwinBeech Capital previously reported a position in AEIS as recently as Q1 2025.

TwinBeech Capital first reported a position in AEIS in Q1 2024 and has held it in 4 quarters since. The position peaked at $6.54M in Q1 2025. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

TwinBeech Capital held 1,900 shares of Advanced Energy worth $708K as of Q2 2026.
Advanced Energy was a new TwinBeech Capital position in Q2 2026.
Advanced Energy made up 0.13% of TwinBeech Capital's portfolio in Q2 2026, its #186 holding.
TwinBeech Capital first reported a position in Advanced Energy in Q1 2024 and has held it in 4 quarters since.
TwinBeech Capital's Advanced Energy position peaked at $6.54M in Q1 2025.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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