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Carolinas Wealth Consulting’s Advanced Energy AEIS Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-42
Closed -$4.03K – 18
2025
Q1 		$4.03K Sell
42
-1
-2% -$114 ﹤0.01% 644
2024
Q4 		$4.89K Buy
43
+2
+5% +$225 ﹤0.01% 641
2024
Q3 		$4.24K Buy
41
+3
+8% +$315 ﹤0.01% 691
2024
Q2 		$4.12K Buy
38
+1
+3% +$102 ﹤0.01% 680
2024
Q1 		$3.75K Buy
37
+9
+32% +$918 ﹤0.01% 690
2023
Q4 		$3.05K Sell
28
-2
-7% -$194 ﹤0.01% 693
2023
Q3 		$2.62K Hold
30
– – ﹤0.01% 709
2023
Q2 		$3.34K Sell
30
-6
-17% -$572 ﹤0.01% 742
2023
Q1 		$3.53K Hold
36
– – ﹤0.01% 742
2022
Q4 		$3.09K Sell
36
-2
-5% -$168 ﹤0.01% 762
2022
Q3 		$3K Hold
38
– – ﹤0.01% 700
2022
Q2 		$3K Hold
38
– – ﹤0.01% 703
2022
Q1 		$3K Hold
38
– – ﹤0.01% 743
2021
Q4 		$3K Buy
38
+1
+3% +$89 ﹤0.01% 757
2021
Q3 		$3K Hold
37
– – ﹤0.01% 723
2021
Q2 		$4K Buy
37
+10
+37% +$1.06K ﹤0.01% 712
2021
Q1 		$3K Sell
27
-1
-4% -$108 ﹤0.01% 754
2020
Q4 		$3K Sell
28
-6
-18% -$511 ﹤0.01% 688
2020
Q3 		$2K Buy
+34
New +$2.37K ﹤0.01% 673

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's AEIS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Advanced Energy (AEIS) in Q2 2025, closing a stake of 42 shares — an estimated $4.03K sold.

Carolinas Wealth Consulting first reported a position in AEIS in Q3 2020 and held it in 19 quarters. The position peaked at $4.89K in Q4 2024. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Advanced Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 42 Advanced Energy shares in Q2 2025, an estimated $4.03K.
  • Carolinas Wealth Consulting first reported a position in Advanced Energy in Q3 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Advanced Energy position peaked at $4.89K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.