JSW
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Journey Strategic Wealth’s Advanced Energy AEIS Stock Holding History

Journey Strategic Wealth’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
Q1 		$451K Buy
1,398
+232
+20% +$67.2K 0.01% 377
2025
Q4 		$244K Buy
+1,166
New +$237K 0.01% 603

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Journey Strategic Wealth's AEIS Position: Q1 2026 in Review

Journey Strategic Wealth increased its Advanced Energy (AEIS) stake by 20% in Q1 2026, buying an estimated $67.2K and bringing the position to 1,398 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #377.

Journey Strategic Wealth first reported a position in AEIS in Q4 2025 and has held it in 2 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Journey Strategic Wealth held 1,398 shares of Advanced Energy worth $451K as of Q1 2026.
  • Journey Strategic Wealth bought 232 Advanced Energy shares in Q1 2026, an estimated $67.2K.
  • Advanced Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #377 holding.
  • Journey Strategic Wealth first reported a position in Advanced Energy in Q4 2025 and has held it in 2 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.