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Cooper Financial Group’s Advanced Energy AEIS Stock Holding History

Cooper Financial 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 		$374K Buy
1,002
+2
+0.2% +$699 0.03% 305
2026
Q1 		$323K Hold
1,000
– – 0.03% 314
2025
Q4 		$209K Buy
+1,000
New +$204K 0.02% 367

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
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
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cooper Financial Group's AEIS Position: Q2 2026 in Review

Cooper Financial Group increased its Advanced Energy (AEIS) stake by 0.2% in Q2 2026, buying an estimated $699 and bringing the position to 1,002 shares worth $374K. The position accounts for 0.03% of the portfolio, ranked #305.

Cooper Financial Group first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 57 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Cooper Financial Group held 1,002 shares of Advanced Energy worth $374K as of Q2 2026.
  • Cooper Financial Group bought 2 Advanced Energy shares in Q2 2026, an estimated $699.
  • Advanced Energy made up 0.03% of Cooper Financial Group's portfolio in Q2 2026, its #305 holding.
  • Cooper Financial Group first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 57 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.