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HFM Investment Advisors’s Advanced Energy AEIS Stock Holding History

HFM Investment Advisors’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 		$2.61K Buy
7
+5
+250% +$1.75K ﹤0.01% 355
2026
Q1 		$645 Sell
2
-9
-82% -$2.61K ﹤0.01% 569
2025
Q4 		$2.3K Buy
11
+9
+450% +$1.83K ﹤0.01% 274
2025
Q3 		$340 Hold
2
– – ﹤0.01% 815
2025
Q2 		$265 Buy
2
+1
+100% +$110 ﹤0.01% 892
2025
Q1 		$96 Buy
+1
New +$114 ﹤0.01% 869

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

HFM Investment Advisors's AEIS Position: Q2 2026 in Review

HFM Investment Advisors increased its Advanced Energy (AEIS) stake by 250% in Q2 2026, buying an estimated $1.75K and bringing the position to 7 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

HFM Investment Advisors first reported a position in AEIS in Q1 2025 and has held it in 6 quarters since. 683 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • HFM Investment Advisors held 7 shares of Advanced Energy worth $2.61K as of Q2 2026.
  • HFM Investment Advisors bought 5 Advanced Energy shares in Q2 2026, an estimated $1.75K.
  • Advanced Energy made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #355 holding.
  • HFM Investment Advisors first reported a position in Advanced Energy in Q1 2025 and has held it in 6 quarters since.
  • 683 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.