BCWM
AEIS icon

Bartlett & Co Wealth Management’s Advanced Energy AEIS Stock Holding History

Bartlett & Co 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 		$183K Buy
+490
New +$171K ﹤0.01% 502
2019
Q3 		– Sell
-7
Closed -$394 – 875
2019
Q2 		$394 Buy
+7
New +$375 ﹤0.01% 733

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

Bartlett & Co Wealth Management's AEIS Position: Q2 2026 in Review

Bartlett & Co Wealth Management opened a new position in Advanced Energy (AEIS) in Q2 2026: 490 shares worth $183K. The stake represents ﹤0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in AEIS as recently as Q2 2019.

Bartlett & Co Wealth Management first reported a position in AEIS in Q2 2019 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Bartlett & Co Wealth Management held 490 shares of Advanced Energy worth $183K as of Q2 2026.
  • Advanced Energy was a new Bartlett & Co Wealth Management position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #502 holding.
  • Bartlett & Co Wealth Management first reported a position in Advanced Energy in Q2 2019 and has held it in 2 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.