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Bogart Wealth LLC’s Advanced Energy AEIS Stock Holding History

Bogart Wealth LLC’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 		$25K Buy
67
+61
+1,017% +$21.3K ﹤0.01% 729
2026
Q1 		$1.94K Buy
+6
New +$1.74K ﹤0.01% 1285
2021
Q2 		– Sell
-20
Closed -$2K – 668
2021
Q1 		$2K Hold
20
– – ﹤0.01% 539
2020
Q4 		$1K Hold
20
– – ﹤0.01% 419
2020
Q3 		$1K Buy
+20
New +$1.4K ﹤0.01% 399

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AEIS Position: Q2 2026 in Review

Bogart Wealth LLC increased its Advanced Energy (AEIS) stake by 1,017% in Q2 2026, buying an estimated $21.3K and bringing the position to 67 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Bogart Wealth LLC first reported a position in AEIS in Q3 2020 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Bogart Wealth LLC held 67 shares of Advanced Energy worth $25K as of Q2 2026.
  • Bogart Wealth LLC bought 61 Advanced Energy shares in Q2 2026, an estimated $21.3K.
  • Advanced Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #729 holding.
  • Bogart Wealth LLC first reported a position in Advanced Energy in Q3 2020 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.