Atlantic Edge Private Wealth Management’s Advanced Energy AEIS Stock Holding History

Atlantic Edge Private Wealth 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	$8.58K	Hold	23	–	–	﹤0.01%	442
2026 Q1	$7.42K	Hold	23	–	–	﹤0.01%	426
2025 Q4	$4.82K	Hold	23	–	–	﹤0.01%	462
2025 Q3	$3.91K	Hold	23	–	–	﹤0.01%	460
2025 Q2	$3.05K	Hold	23	–	–	﹤0.01%	453
2025 Q1	$2.19K	Hold	23	–	–	﹤0.01%	454
2024 Q4	$2.66K	Hold	23	–	–	﹤0.01%	429
2024 Q3	$2.42K	Hold	23	–	–	﹤0.01%	439
2024 Q2	$2.5K	Hold	23	–	–	﹤0.01%	418
2024 Q1	$2.35K	Hold	23	–	–	﹤0.01%	426
2023 Q4	$2.51K	Buy	+23	New	+$2.24K	﹤0.01%	407

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlantic Edge Private Wealth Management's AEIS Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Advanced Energy (AEIS) position steady in Q2 2026 at 23 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Atlantic Edge Private Wealth Management first reported a position in AEIS in Q4 2023 and has held it in 11 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Atlantic Edge Private Wealth Management held 23 shares of Advanced Energy worth $8.58K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #442 holding.
Atlantic Edge Private Wealth Management first reported a position in Advanced Energy in Q4 2023 and has held it in 11 quarters since.
683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.