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Curated Wealth Partners’s Advanced Energy AEIS Stock Holding History

Curated Wealth Partners’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 		$361K Buy
+340,000
New +$119M 0.05% 369

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 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
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Curated Wealth Partners's AEIS Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Advanced Energy (AEIS) in Q2 2026: 340,000 shares worth $361K. The stake represents 0.05% of the portfolio and ranks #369 among its holdings.

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

  • Curated Wealth Partners held 340,000 shares of Advanced Energy worth $361K as of Q2 2026.
  • Advanced Energy was a new Curated Wealth Partners position in Q2 2026.
  • Advanced Energy made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • 152 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.