ZIM
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Zacks Investment Management’s Advanced Energy AEIS Stock Holding History

Zacks 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 		$6.76M Buy
18,128
+1,272
+8% +$445K 0.05% 206
2026
Q1 		$5.44M Sell
16,856
-923
-5% -$268K 0.04% 213
2025
Q4 		$3.72M Buy
17,779
+7,067
+66% +$1.44M 0.03% 268
2025
Q3 		$1.82M Buy
+10,712
New +$1.61M 0.01% 342
2020
Q2 		– Sell
-16,035
Closed -$778K – 502
2020
Q1 		$778K Sell
16,035
-1,762
-10% -$112K 0.02% 336
2019
Q4 		$1.27M Buy
+17,797
New +$1.11M 0.02% 350
2018
Q1 		– Sell
-11,236
Closed -$758K – 519
2017
Q4 		$758K Sell
11,236
-5,407
-32% -$436K 0.02% 445
2017
Q3 		$1.34M Sell
16,643
-2,652
-14% -$192K 0.03% 312
2017
Q2 		$1.25M Sell
19,295
-80
-0.4% -$5.85K 0.03% 316
2017
Q1 		$1.33M Sell
19,375
-728
-4% -$45K 0.03% 296
2016
Q4 		$1.1M Buy
20,103
+7,553
+60% +$387K 0.03% 306
2016
Q3 		$594K Sell
12,550
-240
-2% -$10.2K 0.02% 430
2016
Q2 		$486K Buy
+12,790
New +$457K 0.01% 453
2014
Q3 		– Sell
-20,230
Closed -$389K – 651
2014
Q2 		$389K Buy
+20,230
New +$414K 0.01% 509

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

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

Zacks Investment Management increased its Advanced Energy (AEIS) stake by 7.5% in Q2 2026, buying an estimated $445K and bringing the position to 18,128 shares worth $6.76M. The position accounts for 0.05% of the portfolio, ranked #206.

Zacks Investment Management first reported a position in AEIS in Q2 2014 and has held it in 14 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Zacks Investment Management held 18,128 shares of Advanced Energy worth $6.76M as of Q2 2026.
  • Zacks Investment Management bought 1,272 Advanced Energy shares in Q2 2026, an estimated $445K.
  • Advanced Energy made up 0.05% of Zacks Investment Management's portfolio in Q2 2026, its #206 holding.
  • Zacks Investment Management first reported a position in Advanced Energy in Q2 2014 and has held it in 14 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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