AWA
AEIS icon

Acumen Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Acumen Wealth Advisors’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 		$23.9K Buy
64
+12
+23% +$4.2K 0.01% 220
2026
Q1 		$16.8K Sell
52
-9
-15% -$2.61K ﹤0.01% 241
2025
Q4 		$12.8K Buy
+61
New +$12.4K ﹤0.01% 269

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

Acumen Wealth Advisors's AEIS Position: Q2 2026 in Review

Acumen Wealth Advisors increased its Advanced Energy (AEIS) stake by 23% in Q2 2026, buying an estimated $4.2K and bringing the position to 64 shares worth $23.9K. The position accounts for 0.01% of the portfolio, ranked #220.

Acumen Wealth Advisors first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 678 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Acumen Wealth Advisors held 64 shares of Advanced Energy worth $23.9K as of Q2 2026.
  • Acumen Wealth Advisors bought 12 Advanced Energy shares in Q2 2026, an estimated $4.2K.
  • Advanced Energy made up 0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #220 holding.
  • Acumen Wealth Advisors first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.