DJYG
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David J. Yvars Group’s Advanced Energy AEIS Stock Holding History

David J. Yvars 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 		$748K Hold
2,005
– – 0.35% 42
2026
Q1 		$647K Hold
2,005
– – 0.36% 43
2025
Q4 		$420K Hold
2,005
– – 0.22% 54
2025
Q3 		$341K Hold
2,005
– – 0.18% 65
2025
Q2 		$266K Buy
+2,005
New +$221K 0.16% 66
2025
Q1 		– Sell
-2,005
Closed -$232K – 68
2024
Q4 		$232K Hold
2,005
– – 0.14% 64
2024
Q3 		$211K Sell
2,005
-200
-9% -$21K 0.13% 70
2024
Q2 		$240K Buy
2,205
+100
+5% +$10.2K 0.15% 64
2024
Q1 		$215K Buy
2,105
+100
+5% +$10.2K 0.14% 66
2023
Q4 		$218K Hold
2,005
– – 0.18% 64
2023
Q3 		$207K Hold
2,005
– – 0.17% 67
2023
Q2 		$223K Sell
2,005
-200
-9% -$19.1K 0.18% 65
2023
Q1 		$216K Buy
+2,205
New +$208K 0.2% 66
2022
Q1 		– Sell
-2,205
Closed -$201K – 81
2021
Q4 		$201K Buy
+2,205
New +$196K 0.12% 77
2021
Q3 		– Sell
-2,205
Closed -$249K – 85
2021
Q2 		$249K Hold
2,205
– – 0.14% 76
2021
Q1 		$241K Hold
2,205
– – 0.15% 71
2020
Q4 		$214K Buy
+2,205
New +$188K 0.15% 74

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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 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

David J. Yvars Group's AEIS Position: Q2 2026 in Review

David J. Yvars Group held its Advanced Energy (AEIS) position steady in Q2 2026 at 2,005 shares worth $748K. The position accounts for 0.35% of the portfolio, ranked #42.

David J. Yvars Group first reported a position in AEIS in Q4 2020 and has held it in 17 quarters since. 92 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • David J. Yvars Group held 2,005 shares of Advanced Energy worth $748K as of Q2 2026.
  • David J. Yvars Group left its Advanced Energy share count unchanged in Q2 2026.
  • Advanced Energy made up 0.35% of David J. Yvars Group's portfolio in Q2 2026, its #42 holding.
  • David J. Yvars Group first reported a position in Advanced Energy in Q4 2020 and has held it in 17 quarters since.
  • 92 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.