EP
AEIS icon

Essential Partners’s Advanced Energy AEIS Stock Holding History

Essential 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 		$55.9K Buy
150
+139
+1,264% +$48.6K 0.03% 583
2026
Q1 		$3.55K Hold
11
– – ﹤0.01% 1748
2025
Q4 		$2.3K Buy
11
+2
+22% +$407 ﹤0.01% 1753
2025
Q3 		$1.53K Buy
9
+6
+200% +$903 ﹤0.01% 1883
2025
Q2 		$398 Buy
+3
New +$330 ﹤0.01% 1762

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Essential Partners's AEIS Position: Q2 2026 in Review

Essential Partners increased its Advanced Energy (AEIS) stake by 1,264% in Q2 2026, buying an estimated $48.6K and bringing the position to 150 shares worth $55.9K. The position accounts for 0.03% of the portfolio, ranked #583.

Essential Partners first reported a position in AEIS in Q2 2025 and has held it in 5 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Essential Partners held 150 shares of Advanced Energy worth $55.9K as of Q2 2026.
  • Essential Partners bought 139 Advanced Energy shares in Q2 2026, an estimated $48.6K.
  • Advanced Energy made up 0.03% of Essential Partners's portfolio in Q2 2026, its #583 holding.
  • Essential Partners first reported a position in Advanced Energy in Q2 2025 and has held it in 5 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.