AWA
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Arkadios Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Arkadios 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 		$285K Buy
763
+121
+19% +$42.3K ﹤0.01% 1432
2026
Q1 		$207K Buy
+642
New +$186K ﹤0.01% 1552
2021
Q4 		– Sell
-623
Closed -$54K – 596
2021
Q3 		$54K Buy
+623
New +$58.3K 0.01% 852

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

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

Arkadios Wealth Advisors increased its Advanced Energy (AEIS) stake by 19% in Q2 2026, buying an estimated $42.3K and bringing the position to 763 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1432.

Arkadios Wealth Advisors first reported a position in AEIS in Q3 2021 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Arkadios Wealth Advisors held 763 shares of Advanced Energy worth $285K as of Q2 2026.
  • Arkadios Wealth Advisors bought 121 Advanced Energy shares in Q2 2026, an estimated $42.3K.
  • Advanced Energy made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1432 holding.
  • Arkadios Wealth Advisors first reported a position in Advanced Energy in Q3 2021 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.