HWM
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HB Wealth Management’s Advanced Energy AEIS Stock Holding History

HB Wealth Management’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 		$581K Buy
1,558
+625
+67% +$219K ﹤0.01% 1024
2026
Q1 		$301K Buy
+933
New +$270K ﹤0.01% 1231

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

HB Wealth Management's AEIS Position: Q2 2026 in Review

HB Wealth Management increased its Advanced Energy (AEIS) stake by 67% in Q2 2026, buying an estimated $219K and bringing the position to 1,558 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1024.

HB Wealth Management first reported a position in AEIS in Q1 2026 and has held it in 2 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • HB Wealth Management held 1,558 shares of Advanced Energy worth $581K as of Q2 2026.
  • HB Wealth Management bought 625 Advanced Energy shares in Q2 2026, an estimated $219K.
  • Advanced Energy made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1024 holding.
  • HB Wealth Management first reported a position in Advanced Energy in Q1 2026 and has held it in 2 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.