Cooper Financial Group
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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
Q3 		$285K Buy
1,011
+9
+0.9% +$2.63K 0.02% 361
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Cooper Financial Group's AEIS Position: Q3 2026 in Review

Cooper Financial Group increased its Advanced Energy (AEIS) stake by 0.9% in Q3 2026, buying an estimated $2.63K and bringing the position to 1,011 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #361.

Cooper Financial Group first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $374K in Q2 2026. 326 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Cooper Financial Group held 1,011 shares of Advanced Energy worth $285K as of Q3 2026.
  • Cooper Financial Group bought 9 Advanced Energy shares in Q3 2026, an estimated $2.63K.
  • Advanced Energy made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #361 holding.
  • Cooper Financial Group first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • Cooper Financial Group's Advanced Energy position peaked at $374K in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.