Cedar Mountain Advisors
AEIS icon

Cedar Mountain Advisors’s Advanced Energy AEIS Stock Holding History

Cedar Mountain 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
Q3 		$14.9K Hold
53
– – ﹤0.01% 367
2026
Q2 		$19.8K Hold
53
– – ﹤0.01% 339
2026
Q1 		$17.1K Buy
53
+50
+1,667% +$14.5K ﹤0.01% 336
2025
Q4 		$628 Hold
3
– – ﹤0.01% 577
2025
Q3 		$510 Buy
+3
New +$452 ﹤0.01% 600

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Cedar Mountain Advisors's AEIS Position: Q3 2026 in Review

Cedar Mountain Advisors held its Advanced Energy (AEIS) position steady in Q3 2026 at 53 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #367.

Cedar Mountain Advisors first reported a position in AEIS in Q3 2025 and has held it in 5 quarters since. The position peaked at $19.8K in Q2 2026. 111 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Cedar Mountain Advisors held 53 shares of Advanced Energy worth $14.9K as of Q3 2026.
  • Cedar Mountain Advisors left its Advanced Energy share count unchanged in Q3 2026.
  • Advanced Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #367 holding.
  • Cedar Mountain Advisors first reported a position in Advanced Energy in Q3 2025 and has held it in 5 quarters since.
  • Cedar Mountain Advisors's Advanced Energy position peaked at $19.8K in Q2 2026.
  • 111 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.