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Cape Investment Advisory’s Advanced Energy AEIS Stock Holding History

Cape Investment Advisory’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 		$1.86K Buy
+5
New +$1.75K ﹤0.01% 1248

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

Cape Investment Advisory's AEIS Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Advanced Energy (AEIS) in Q2 2026: 5 shares worth $1.86K. The stake represents ﹤0.01% of the portfolio and ranks #1248 among its holdings.

678 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Cape Investment Advisory held 5 shares of Advanced Energy worth $1.86K as of Q2 2026.
  • Advanced Energy was a new Cape Investment Advisory position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1248 holding.
  • 678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.