Rothwell Investment Advisors, LLC’s Advanced Energy AEIS Stock Holding History

Rothwell Investment Advisors, LLC’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	$4.23K	Buy	+15	New	+$4.39K	﹤0.01%	933

Other funds holding AEIS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AEIS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Advanced Energy (AEIS) in Q3 2026: 15 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #933 among its holdings.

285 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

Rothwell Investment Advisors, LLC held 15 shares of Advanced Energy worth $4.23K as of Q3 2026.
Advanced Energy was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Advanced Energy made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #933 holding.
285 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.