Burney Company’s Advanced Energy AEIS Stock Holding History

Burney Company’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	$1.09M	Sell	2,918 -57	-2%	-$19.9K	0.03%	337
2026 Q1	$960K	Hold	2,975	–	–	0.03%	342
2025 Q4	$623K	Sell	2,975 -1,635	-35%	-$333K	0.02%	400
2025 Q3	$784K	Sell	4,610 -200	-4%	-$30.1K	0.02%	346
2025 Q2	$637K	Buy	+4,810	New	+$530K	0.02%	372
2021 Q3	–	Sell	-4,155	Closed	-$468K	–	570
2021 Q2	$468K	Sell	4,155 -75	-2%	-$7.95K	0.02%	434
2021 Q1	$462K	Buy	+4,230	New	+$459K	0.02%	418

Other funds holding AEIS

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Burney Company's AEIS Position: Q2 2026 in Review

Burney Company reduced its Advanced Energy (AEIS) stake by 1.9% in Q2 2026, selling an estimated $19.9K and leaving 2,918 shares worth $1.09M. The position accounts for 0.03% of the portfolio, ranked #337.

Burney Company first reported a position in AEIS in Q1 2021 and has held it in 7 quarters since. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Burney Company held 2,918 shares of Advanced Energy worth $1.09M as of Q2 2026.
Burney Company sold 57 Advanced Energy shares in Q2 2026, an estimated $19.9K.
Advanced Energy made up 0.03% of Burney Company's portfolio in Q2 2026, its #337 holding.
Burney Company first reported a position in Advanced Energy in Q1 2021 and has held it in 7 quarters since.
92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.