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LRI Investments’s Advanced Energy AEIS Stock Holding History

LRI Investments’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 		$1.12K Buy
+3
New +$1.05K ﹤0.01% 1351

Other funds holding AEIS

New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LRI Investments's AEIS Position: Q2 2026 in Review

LRI Investments opened a new position in Advanced Energy (AEIS) in Q2 2026: 3 shares worth $1.12K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings.

194 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • LRI Investments held 3 shares of Advanced Energy worth $1.12K as of Q2 2026.
  • Advanced Energy was a new LRI Investments position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1351 holding.
  • 194 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.