Compton Wealth Advisory Group’s Advanced Energy AEIS Stock Holding History

Compton Wealth Advisory 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 Q3	$600K	Hold	2,040	–	–	0.12%	69
2026 Q2	$727K	Hold	2,040	–	–	0.15%	62
2026 Q1	$679K	Hold	2,040	–	–	0.15%	64
2025 Q4	$427K	Hold	2,040	–	–	0.09%	67
2025 Q3	$347K	Hold	2,040	–	–	0.08%	71
2025 Q2	$270K	Buy	+2,040	New	+$225K	0.07%	80
2025 Q1	–	Sell	-2,926	Closed	-$338K	–	83
2024 Q4	$338K	Hold	2,926	–	–	0.09%	88
2024 Q3	$308K	Hold	2,926	–	–	0.08%	94
2024 Q2	$318K	Hold	2,926	–	–	0.08%	88
2024 Q1	$298K	Hold	2,926	–	–	0.08%	88
2023 Q4	$319K	Hold	2,926	–	–	0.1%	75
2023 Q3	$302K	Hold	2,926	–	–	0.1%	83
2023 Q2	$326K	Hold	2,926	–	–	0.11%	80
2023 Q1	$287K	Sell	2,926 -124	-4%	-$11.7K	0.1%	80
2022 Q4	$262K	Hold	3,050	–	–	0.1%	88
2022 Q3	$236K	Sell	3,050 -886	-23%	-$76K	0.1%	85
2022 Q2	$287K	Sell	3,936 -1,154	-23%	-$89.2K	0.12%	88
2022 Q1	$438K	Buy	+5,090	New	+$441K	0.17%	86

Other funds holding AEIS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Compton Wealth Advisory Group's AEIS Position: Q3 2026 in Review

Compton Wealth Advisory Group held its Advanced Energy (AEIS) position steady in Q3 2026 at 2,040 shares worth $600K. The position accounts for 0.12% of the portfolio, ranked #69.

Compton Wealth Advisory Group first reported a position in AEIS in Q1 2022 and has held it in 18 quarters since. The position peaked at $727K in Q2 2026. 63 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

Compton Wealth Advisory Group held 2,040 shares of Advanced Energy worth $600K as of Q3 2026.
Compton Wealth Advisory Group left its Advanced Energy share count unchanged in Q3 2026.
Advanced Energy made up 0.12% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #69 holding.
Compton Wealth Advisory Group first reported a position in Advanced Energy in Q1 2022 and has held it in 18 quarters since.
Compton Wealth Advisory Group's Advanced Energy position peaked at $727K in Q2 2026.
63 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.