Y-Intercept (HK)
AEIS icon

Y-Intercept (HK)’s Advanced Energy AEIS Stock Holding History

Y-Intercept (HK)’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
Q3 		$1.35M Sell
4,803
-6,849
-59% -$2M 0.03% 837
2026
Q2 		$4.34M Buy
+11,652
New +$4.07M 0.09% 326

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Y-Intercept (HK)'s AEIS Position: Q3 2026 in Review

Y-Intercept (HK) reduced its Advanced Energy (AEIS) stake by 59% in Q3 2026, selling an estimated $2M and leaving 4,803 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #837.

Y-Intercept (HK) first reported a position in AEIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.34M in Q2 2026. 100 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Y-Intercept (HK) held 4,803 shares of Advanced Energy worth $1.35M as of Q3 2026.
  • Y-Intercept (HK) sold 6,849 Advanced Energy shares in Q3 2026, an estimated $2M.
  • Advanced Energy made up 0.03% of Y-Intercept (HK)'s portfolio in Q3 2026, its #837 holding.
  • Y-Intercept (HK) first reported a position in Advanced Energy in Q2 2026 and has held it in 2 quarters since.
  • Y-Intercept (HK)'s Advanced Energy position peaked at $4.34M in Q2 2026.
  • 100 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.