Focus Partners Wealth
AEIS icon

Focus Partners Wealth’s Advanced Energy AEIS Stock Holding History

Focus Partners 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
Q1 		$425K Buy
1,317
+140
+12% +$40.6K ﹤0.01% 2012
2025
Q4 		$247K Sell
1,177
-16,559
-93% -$3.37M ﹤0.01% 2336
2025
Q3 		$1.2M Buy
+17,736
New +$2.67M ﹤0.01% 1215

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

Focus Partners Wealth's AEIS Position: Q1 2026 in Review

Focus Partners Wealth increased its Advanced Energy (AEIS) stake by 12% in Q1 2026, buying an estimated $40.6K and bringing the position to 1,317 shares worth $425K. The position accounts for ﹤0.01% of the portfolio, ranked #2012.

Focus Partners Wealth first reported a position in AEIS in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.2M in Q3 2025. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Focus Partners Wealth held 1,317 shares of Advanced Energy worth $425K as of Q1 2026.
  • Focus Partners Wealth bought 140 Advanced Energy shares in Q1 2026, an estimated $40.6K.
  • Advanced Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2012 holding.
  • Focus Partners Wealth first reported a position in Advanced Energy in Q3 2025 and has held it in 3 quarters since.
  • Focus Partners Wealth's Advanced Energy position peaked at $1.2M in Q3 2025.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.