CMA
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
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

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

Cedar Mountain Advisors's AEIS Position: Q2 2026 in Review

Cedar Mountain Advisors held its Advanced Energy (AEIS) position steady in Q2 2026 at 53 shares worth $19.8K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Cedar Mountain Advisors first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. 91 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Cedar Mountain Advisors held 53 shares of Advanced Energy worth $19.8K as of Q2 2026.
  • Cedar Mountain Advisors left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up ﹤0.01% of Cedar Mountain Advisors's portfolio in Q2 2026, its #339 holding.
  • Cedar Mountain Advisors first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • 91 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.