MPWT
AEIS icon

MassMutual Private Wealth & Trust’s Advanced Energy AEIS Stock Holding History

MassMutual Private Wealth & Trust’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 		$70.8K Sell
190
-14
-7% -$4.9K ﹤0.01% 671
2026
Q1 		$65.8K Buy
204
+24
+13% +$6.96K ﹤0.01% 676
2025
Q4 		$37.7K Buy
180
+37
+26% +$7.53K ﹤0.01% 887
2025
Q3 		$24.3K Sell
143
-1
-0.7% -$151 ﹤0.01% 1039
2025
Q2 		$19.1K Sell
144
-5
-3% -$551 ﹤0.01% 1123
2025
Q1 		$14.2K Buy
149
+94
+171% +$10.7K ﹤0.01% 1161
2024
Q4 		$6.36K Buy
55
+1
+2% +$112 ﹤0.01% 1437
2024
Q3 		$5.68K Buy
54
+21
+64% +$2.21K ﹤0.01% 1332
2024
Q2 		$3.59K Buy
33
+14
+74% +$1.43K ﹤0.01% 1428
2024
Q1 		$1.94K Sell
19
-27
-59% -$2.75K ﹤0.01% 1552
2023
Q4 		$5.01K Sell
46
-18
-28% -$1.75K ﹤0.01% 1239
2023
Q3 		$6.6K Buy
64
+39
+156% +$4.37K ﹤0.01% 1153
2023
Q2 		$2.79K Sell
25
-7
-22% -$667 ﹤0.01% 1377
2023
Q1 		$3.14K Buy
32
+4
+14% +$377 ﹤0.01% 1292
2022
Q4 		$2K Buy
28
+1
+4% +$84 ﹤0.01% 1198
2022
Q3 		$2K Sell
27
-47
-64% -$4.03K ﹤0.01% 1158
2022
Q2 		$5K Buy
+74
New +$5.72K ﹤0.01% 864
2018
Q4 		– Sell
-27
Closed -$1.4K – 975
2018
Q3 		$1.4K Hold
27
– – ﹤0.01% 870
2018
Q2 		$1.57K Hold
27
– – ﹤0.01% 920
2018
Q1 		$1.73K Buy
+27
New +$1.87K ﹤0.01% 849

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

MassMutual Private Wealth & Trust's AEIS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Advanced Energy (AEIS) stake by 6.9% in Q2 2026, selling an estimated $4.9K and leaving 190 shares worth $70.8K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

MassMutual Private Wealth & Trust first reported a position in AEIS in Q1 2018 and has held it in 20 quarters since. 91 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 190 shares of Advanced Energy worth $70.8K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 14 Advanced Energy shares in Q2 2026, an estimated $4.9K.
  • Advanced Energy made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #671 holding.
  • MassMutual Private Wealth & Trust first reported a position in Advanced Energy in Q1 2018 and has held it in 20 quarters since.
  • 91 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.