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Atomi Financial Group’s Advanced Energy AEIS Stock Holding History

Atomi Financial Group’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 		$280K Sell
752
-64
-8% -$22.4K 0.01% 1070
2026
Q1 		$263K Buy
+816
New +$236K 0.01% 1023

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

Atomi Financial Group's AEIS Position: Q2 2026 in Review

Atomi Financial Group reduced its Advanced Energy (AEIS) stake by 7.8% in Q2 2026, selling an estimated $22.4K and leaving 752 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #1070.

Atomi Financial Group first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Atomi Financial Group held 752 shares of Advanced Energy worth $280K as of Q2 2026.
  • Atomi Financial Group sold 64 Advanced Energy shares in Q2 2026, an estimated $22.4K.
  • Advanced Energy made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1070 holding.
  • Atomi Financial Group first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.