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Campbell Newman Asset Management’s Advanced Energy AEIS Stock Holding History

Campbell Newman Asset 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 		$3.76M Buy
10,073
+500
+5% +$175K 0.28% 43
2026
Q1 		$3.09M Buy
9,573
+239
+3% +$69.3K 0.25% 46
2025
Q4 		$1.95M Buy
+9,334
New +$1.9M 0.14% 69

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

Campbell Newman Asset Management's AEIS Position: Q2 2026 in Review

Campbell Newman Asset Management increased its Advanced Energy (AEIS) stake by 5.2% in Q2 2026, buying an estimated $175K and bringing the position to 10,073 shares worth $3.76M. The position accounts for 0.28% of the portfolio, ranked #43.

Campbell Newman Asset Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Campbell Newman Asset Management held 10,073 shares of Advanced Energy worth $3.76M as of Q2 2026.
  • Campbell Newman Asset Management bought 500 Advanced Energy shares in Q2 2026, an estimated $175K.
  • Advanced Energy made up 0.28% of Campbell Newman Asset Management's portfolio in Q2 2026, its #43 holding.
  • Campbell Newman Asset Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Campbell Newman Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.