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Legacy Wealth Asset Management’s Advanced Energy AEIS Stock Holding History

Legacy Wealth Asset 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
Q3 		$1.05M Buy
3,727
+1,645
+79% +$481K 0.23% 126
2026
Q2 		$776K Buy
2,082
+409
+24% +$143K 0.17% 175
2026
Q1 		$540K Buy
1,673
+69
+4% +$20K 0.13% 247
2025
Q4 		$336K Buy
+1,604
New +$326K 0.08% 307

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Legacy Wealth Asset Management's AEIS Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Advanced Energy (AEIS) stake by 79% in Q3 2026, buying an estimated $481K and bringing the position to 3,727 shares worth $1.05M. The position accounts for 0.23% of the portfolio, ranked #126.

Legacy Wealth Asset Management first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Legacy Wealth Asset Management held 3,727 shares of Advanced Energy worth $1.05M as of Q3 2026.
  • Legacy Wealth Asset Management bought 1,645 Advanced Energy shares in Q3 2026, an estimated $481K.
  • Advanced Energy made up 0.23% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #126 holding.
  • Legacy Wealth Asset Management first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.