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Financial Network Wealth Advisors’s Advanced Energy AEIS Stock Holding History

Financial Network 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 		$10.4K Sell
28
-6
-18% -$2.1K 0.01% 477
2026
Q1 		$11K Buy
34
+24
+240% +$6.96K 0.01% 455
2025
Q4 		$2.09K Hold
10
– – ﹤0.01% 676
2025
Q3 		$1.7K Hold
10
– – ﹤0.01% 698
2025
Q2 		$1.32K Hold
10
– – ﹤0.01% 719
2025
Q1 		$953 Buy
+10
New +$1.14K ﹤0.01% 715

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 $3.37T AUM 44.26% 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

Financial Network Wealth Advisors's AEIS Position: Q2 2026 in Review

Financial Network Wealth Advisors reduced its Advanced Energy (AEIS) stake by 18% in Q2 2026, selling an estimated $2.1K and leaving 28 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #477.

Financial Network Wealth Advisors first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. The position peaked at $11K in Q1 2026. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Financial Network Wealth Advisors held 28 shares of Advanced Energy worth $10.4K as of Q2 2026.
  • Financial Network Wealth Advisors sold 6 Advanced Energy shares in Q2 2026, an estimated $2.1K.
  • Advanced Energy made up 0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #477 holding.
  • Financial Network Wealth Advisors first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • Financial Network Wealth Advisors's Advanced Energy position peaked at $11K in Q1 2026.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.