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
Q2 		$842K Buy
2,257
+940
+71% +$329K ﹤0.01% 1712
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 $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

Focus Partners Wealth's AEIS Position: Q2 2026 in Review

Focus Partners Wealth increased its Advanced Energy (AEIS) stake by 71% in Q2 2026, buying an estimated $329K and bringing the position to 2,257 shares worth $842K. The position accounts for ﹤0.01% of the portfolio, ranked #1712.

Focus Partners Wealth first reported a position in AEIS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.2M in Q3 2025. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Focus Partners Wealth held 2,257 shares of Advanced Energy worth $842K as of Q2 2026.
  • Focus Partners Wealth bought 940 Advanced Energy shares in Q2 2026, an estimated $329K.
  • Advanced Energy made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1712 holding.
  • Focus Partners Wealth first reported a position in Advanced Energy in Q3 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Advanced Energy position peaked at $1.2M in Q3 2025.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.