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Harbor Investment Advisory’s Advanced Energy AEIS Stock Holding History

Harbor Investment Advisory’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 		$138K Buy
371
+309
+498% +$108K 0.01% 485
2026
Q1 		$20K Buy
+62
New +$18K ﹤0.01% 789
2020
Q1 		– Sell
-2
Closed – – 1013
2019
Q4 		$0 Buy
+2
New +$124 ﹤0.01% 845

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

Harbor Investment Advisory's AEIS Position: Q2 2026 in Review

Harbor Investment Advisory increased its Advanced Energy (AEIS) stake by 498% in Q2 2026, buying an estimated $108K and bringing the position to 371 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #485.

Harbor Investment Advisory first reported a position in AEIS in Q4 2019 and has held it in 3 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Harbor Investment Advisory held 371 shares of Advanced Energy worth $138K as of Q2 2026.
  • Harbor Investment Advisory bought 309 Advanced Energy shares in Q2 2026, an estimated $108K.
  • Advanced Energy made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #485 holding.
  • Harbor Investment Advisory first reported a position in Advanced Energy in Q4 2019 and has held it in 3 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.