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Hemington Wealth Management’s Advanced Energy AEIS Stock Holding History

Hemington 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
2025
Q3 		$14K Buy
86
+3
+4% +$452 ﹤0.01% 757
2025
Q2 		$10K Hold
83
– – ﹤0.01% 837
2025
Q1 		$7K Buy
83
+10
+14% +$1.14K ﹤0.01% 905
2024
Q4 		$8K Buy
73
+9
+14% +$1.01K ﹤0.01% 824
2024
Q3 		$6K Buy
+64
New +$6.72K ﹤0.01% 849

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hemington Wealth Management's AEIS Position: Q3 2025 in Review

Hemington Wealth Management increased its Advanced Energy (AEIS) stake by 3.6% in Q3 2025, buying an estimated $452 and bringing the position to 86 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Hemington Wealth Management first reported a position in AEIS in Q3 2024 and has held it in 5 quarters since. 401 funds tracked by Wall St. Rank hold AEIS as of Q3 2025.

  • Hemington Wealth Management held 86 shares of Advanced Energy worth $14K as of Q3 2025.
  • Hemington Wealth Management bought 3 Advanced Energy shares in Q3 2025, an estimated $452.
  • Advanced Energy made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #757 holding.
  • Hemington Wealth Management first reported a position in Advanced Energy in Q3 2024 and has held it in 5 quarters since.
  • 401 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.