Harbour Investments’s Advanced Energy AEIS Stock Holding History

Harbour Investments’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	$5.45K	Hold	15	–	–	﹤0.01%	3655
2026 Q1	$5.1K	Buy	15 +14	+1,400%	+$4.06K	﹤0.01%	3586
2025 Q4	$209	Buy	+1	New	+$204	﹤0.01%	3675
2025 Q2	–	Sell	-18	Closed	-$1.72K	–	3605
2025 Q1	$1.72K	Hold	18	–	–	﹤0.01%	3126
2024 Q4	$2.08K	Hold	18	–	–	﹤0.01%	3011
2024 Q3	$1.89K	Hold	18	–	–	﹤0.01%	2938
2024 Q2	$1.96K	Buy	+18	New	+$1.84K	﹤0.01%	2820
2021 Q4	$3K	Sell	30 -26	-46%	-$2.31K	﹤0.01%	2284
2021 Q3	$5K	Sell	56 -5	-8%	-$468	﹤0.01%	2953
2021 Q2	$7K	Sell	61 -1	-2%	-$106	﹤0.01%	2881
2021 Q1	$7K	Buy	+62	New	+$6.72K	﹤0.01%	2744

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harbour Investments's AEIS Position: Q2 2026 in Review

Harbour Investments held its Advanced Energy (AEIS) position steady in Q2 2026 at 15 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3655.

Harbour Investments first reported a position in AEIS in Q1 2021 and has held it in 11 quarters since. The position peaked at $7K in Q2 2021. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Harbour Investments held 15 shares of Advanced Energy worth $5.45K as of Q2 2026.
Harbour Investments left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3655 holding.
Harbour Investments first reported a position in Advanced Energy in Q1 2021 and has held it in 11 quarters since.
Harbour Investments's Advanced Energy position peaked at $7K in Q2 2021.
679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.