EWA
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EverSource Wealth Advisors’s Advanced Energy AEIS Stock Holding History

EverSource Wealth Advisors’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 		$98.4K Sell
264
-123
-32% -$43K ﹤0.01% 1394
2026
Q1 		$125K Buy
387
+26
+7% +$7.54K ﹤0.01% 1300
2025
Q4 		$75.6K Sell
361
-13
-3% -$2.65K ﹤0.01% 1468
2025
Q3 		$63.6K Buy
374
+62
+20% +$9.34K ﹤0.01% 1535
2025
Q2 		$41.3K Buy
312
+126
+68% +$13.9K ﹤0.01% 1746
2025
Q1 		$17.7K Buy
186
+113
+155% +$12.9K ﹤0.01% 1756
2024
Q4 		$8.45K Buy
73
+11
+18% +$1.24K ﹤0.01% 2088
2024
Q3 		$6.53K Sell
62
-496
-89% -$52.1K ﹤0.01% 2103
2024
Q2 		$64.9K Buy
558
+9
+2% +$921 ﹤0.01% 970
2024
Q1 		$52.6K Buy
549
+8
+1% +$816 ﹤0.01% 967
2023
Q4 		$58.9K Buy
541
+23
+4% +$2.24K 0.01% 833
2023
Q3 		$53.4K Sell
518
-13
-2% -$1.46K 0.01% 779
2023
Q2 		$59.2K Buy
531
+12
+2% +$1.14K 0.01% 770
2023
Q1 		$50.9K Buy
519
+18
+4% +$1.7K 0.01% 788
2022
Q4 		$43K Buy
501
+9
+2% +$756 0.01% 815
2022
Q3 		$38K Buy
492
+206
+72% +$17.7K 0.01% 705
2022
Q2 		$21K Buy
+286
New +$22.1K 0.01% 814

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

EverSource Wealth Advisors's AEIS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Advanced Energy (AEIS) stake by 32% in Q2 2026, selling an estimated $43K and leaving 264 shares worth $98.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1394.

EverSource Wealth Advisors first reported a position in AEIS in Q2 2022 and has held it in 17 quarters since. The position peaked at $125K in Q1 2026. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • EverSource Wealth Advisors held 264 shares of Advanced Energy worth $98.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 123 Advanced Energy shares in Q2 2026, an estimated $43K.
  • Advanced Energy made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1394 holding.
  • EverSource Wealth Advisors first reported a position in Advanced Energy in Q2 2022 and has held it in 17 quarters since.
  • EverSource Wealth Advisors's Advanced Energy position peaked at $125K in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.