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Carolina Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Carolina Wealth Advisors’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 		$21.3K Buy
57
+21
+58% +$7.34K 0.01% 154
2026
Q1 		$11.6K Buy
+36
New +$10.4K ﹤0.01% 174

Other funds holding AEIS

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

Carolina Wealth Advisors's AEIS Position: Q2 2026 in Review

Carolina Wealth Advisors increased its Advanced Energy (AEIS) stake by 58% in Q2 2026, buying an estimated $7.34K and bringing the position to 57 shares worth $21.3K. The position accounts for 0.01% of the portfolio, ranked #154.

Carolina Wealth Advisors first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Carolina Wealth Advisors held 57 shares of Advanced Energy worth $21.3K as of Q2 2026.
  • Carolina Wealth Advisors bought 21 Advanced Energy shares in Q2 2026, an estimated $7.34K.
  • Advanced Energy made up 0.01% of Carolina Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Carolina Wealth Advisors first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.