Voloridge Investment Management
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Voloridge Investment Management’s Advanced Energy AEIS Stock Holding History

Voloridge 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
2026
Q2 		$20.5M Buy
+55,106
New +$19.3M 0.09% 301
2025
Q3 		– Sell
-3,027
Closed -$401K – 1156
2025
Q2 		$401K Buy
+3,027
New +$333K ﹤0.01% 1096
2022
Q4 		– Sell
-3,129
Closed -$242K – 1404
2022
Q3 		$242K Buy
+3,129
New +$268K ﹤0.01% 1346
2022
Q2 		– Sell
-11,429
Closed -$984K – 1404
2022
Q1 		$984K Buy
11,429
+6,971
+156% +$604K 0.01% 1138
2021
Q4 		$406K Sell
4,458
-29,813
-87% -$2.65M ﹤0.01% 1429
2021
Q3 		$3.01M Buy
+34,271
New +$3.21M 0.02% 892
2021
Q2 		– Sell
-17,065
Closed -$1.86M – 1586
2021
Q1 		$1.86M Buy
17,065
+8,941
+110% +$969K 0.01% 845
2020
Q4 		$788K Buy
+8,124
New +$691K 0.01% 1034
2019
Q2 		– Sell
-4,931
Closed -$245K – 730
2019
Q1 		$245K Sell
4,931
-11,609
-70% -$564K 0.01% 846
2018
Q4 		$710K Sell
16,540
-59,729
-78% -$2.66M 0.03% 301
2018
Q3 		$3.94M Buy
+76,269
New +$4.42M 0.09% 163
2017
Q3 		– Sell
-25,948
Closed -$1.68M – 378
2017
Q2 		$1.68M Buy
+25,948
New +$1.9M 0.04% 283

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 $3.38T AUM 44.17% 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

Voloridge Investment Management's AEIS Position: Q2 2026 in Review

Voloridge Investment Management opened a new position in Advanced Energy (AEIS) in Q2 2026: 55,106 shares worth $20.5M. The stake represents 0.09% of the portfolio and ranks #301 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in AEIS as recently as Q2 2025.

Voloridge Investment Management first reported a position in AEIS in Q2 2017 and has held it in 12 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Voloridge Investment Management held 55,106 shares of Advanced Energy worth $20.5M as of Q2 2026.
  • Advanced Energy was a new Voloridge Investment Management position in Q2 2026.
  • Advanced Energy made up 0.09% of Voloridge Investment Management's portfolio in Q2 2026, its #301 holding.
  • Voloridge Investment Management first reported a position in Advanced Energy in Q2 2017 and has held it in 12 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.