Chicago Partners Investment Group’s Advanced Energy AEIS Stock Holding History

Chicago Partners Investment Group’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	$474K	Buy	+1,505	New	+$526K	0.01%	1039

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Chicago Partners Investment Group's AEIS Position: Q2 2026 in Review

Chicago Partners Investment Group opened a new position in Advanced Energy (AEIS) in Q2 2026: 1,505 shares worth $474K. The stake represents 0.01% of the portfolio and ranks #1039 among its holdings.

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

Chicago Partners Investment Group held 1,505 shares of Advanced Energy worth $474K as of Q2 2026.
Advanced Energy was a new Chicago Partners Investment Group position in Q2 2026.
Advanced Energy made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1039 holding.
678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.