Bank of America 13F: Adds $52M to AEIS Stake
Bank of America grew its investment in Advanced Energy Industries, Inc. by adding over 150,000 shares to its portfolio.
Reviewed by automated data checks against the source filing. How we make and check alerts
Bank of America added 151,381 shares to its stake in Advanced Energy Industries, Inc. ($AEIS), a 16.64% increase, according to a 13F filing with the SEC dated May 18, 2026. It reported 1,061,129 shares worth $361.44 million at the end of the quarter.
Since the filing, $AEIS is up 9.9% after 1 week, up 14.4% after 1 month and down 22.9% to date (from the $308.86 close on May 18, 2026).
AEIS
Advanced Energy Industries, Inc.
Key Points
- Bank of America increased its stake in Advanced Energy Industries, Inc. by 16.6% during the period, purchasing an additional 151,381 shares.
- The institutional investor's total holding reached 1,061,129 shares, carrying an estimated value of about $361.4 million as of the filing date.
- Wall Street analysts maintain a generally positive outlook on the industrial technology firm, backed by multiple recent price target updates.
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Bank of America Expands Position in Advanced Energy Industries
Bank of America lifted its holdings in Advanced Energy Industries, Inc. (NasdaqGS: AEIS) during the period ended May 18, 2026, according to a Form 13F filing with the Securities and Exchange Commission. Because 13F filings look backward at past quarters, this report shows the position as of that date and may not reflect current holdings.
Inside Bank of America's Portfolio Addition
The financial institution boosted its stake by 16.6%, adding 151,381 shares to bring its total ownership to 1,061,129 shares. That increase brought the total reported value of the position to approximately $361.4 million. Prior to this adjustment, Bank of America held 909,748 shares in the electrical equipment maker.
Stock Performance and Recent Trading
Advanced Energy Industries shares have traded near a spot price of $340.62, moving inside a 52-week range spanning from a low of $163.13 up to a high of $397.44. The stock trades near its 50-day moving average of $292.02 and above its 200-day moving average of $302.31, giving large investors plenty of historical price action to weigh when adjusting positions.
Insider Buying and Selling at Advanced Energy Industries, Inc.
Recent insider reports show that Brian Shirley sold 1,234 shares on June 15, 2026, at an average price of $372.35 for a total value of $459,479.90. This transaction was carried out under a pre-arranged Rule 10b5-1 trading plan.
Analysts Set New Price Targets
Wall Street firms have regularly updated their views on Advanced Energy Industries. On August 5, 2026, Seaport Global upgraded the stock to a buy rating with a $410.00 price target. TD Cowen maintained a hold rating on August 4, 2026, while raising its target to $370.00 from $350.00. Citigroup kept its buy rating on August 4, 2026, moving its target to $460.00 from $435.00. Morgan Stanley maintained its overweight rating on August 4, 2026, lifting its target to $439.00 from $421.00. Needham reiterated a buy rating with a $400.00 target on August 4, 2026. Earlier on July 22, 2026, Citigroup maintained a buy rating with a $435.00 target, and Morgan Stanley initiated coverage with an overweight rating and a $421.00 target. Wells Fargo also upgraded the stock to overweight on July 1, 2026, raising its target to $465.00.
Precision Power and Control Solutions
Advanced Energy Industries, Inc. designs and manufactures precision power conversion, measurement, and control systems used across semiconductor manufacturing, industrial production, medical devices, and data center infrastructure. Based in Denver, Colorado, the company supplies specialized plasma power products that enable complex microchip fabrication and thin-film processes.
What to Watch at AEIS
Investors tracking Advanced Energy Industries will look toward the company's next scheduled earnings report on November 3, 2026, for updates on revenue growth and profit margins. Future institutional filings will also show whether Bank of America and other major stakeholders continue to add to their positions in the semiconductor equipment sector.
Related Filing Alerts
Source: Bank of America's 13F filing on $AEIS (May 18, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Bank of America 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts