DiNuzzo Private Wealth’s Advanced Energy AEIS Stock Holding History

DiNuzzo Private Wealth’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	$2.24K	Hold	6	–	–	﹤0.01%	638
2026 Q1	$1.94K	Hold	6	–	–	﹤0.01%	654
2025 Q4	$1.26K	Hold	6	–	–	﹤0.01%	811
2025 Q3	$899	Hold	6	–	–	﹤0.01%	910
2025 Q2	$795	Hold	6	–	–	﹤0.01%	931
2025 Q1	$572	Hold	6	–	–	﹤0.01%	1003
2024 Q4	$694	Hold	6	–	–	﹤0.01%	967
2024 Q3	$632	Hold	6	–	–	﹤0.01%	1023
2024 Q2	$653	Buy	6 +1	+20%	+$102	﹤0.01%	946
2024 Q1	$510	Hold	5	–	–	﹤0.01%	970
2023 Q4	$545	Buy	+5	New	+$486	﹤0.01%	948

Other funds holding AEIS

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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 Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DiNuzzo Private Wealth's AEIS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Advanced Energy (AEIS) position steady in Q2 2026 at 6 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

DiNuzzo Private Wealth first reported a position in AEIS in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

DiNuzzo Private Wealth held 6 shares of Advanced Energy worth $2.24K as of Q2 2026.
DiNuzzo Private Wealth left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #638 holding.
DiNuzzo Private Wealth first reported a position in Advanced Energy in Q4 2023 and has held it in 11 quarters since.
183 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.