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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Network Wealth Advisors's AEIS Position: Q1 2026 in Review

Financial Network Wealth Advisors increased its Advanced Energy (AEIS) stake by 240% in Q1 2026, buying an estimated $6.96K and bringing the position to 34 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #455.

Financial Network Wealth Advisors first reported a position in AEIS in Q1 2025 and has held it in 5 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Financial Network Wealth Advisors held 34 shares of Advanced Energy worth $11K as of Q1 2026.
  • Financial Network Wealth Advisors bought 24 Advanced Energy shares in Q1 2026, an estimated $6.96K.
  • Advanced Energy made up 0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #455 holding.
  • Financial Network Wealth Advisors first reported a position in Advanced Energy in Q1 2025 and has held it in 5 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.