Mather Group’s Advanced Energy AEIS Stock Holding History

Mather Group’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	$25.4K	Buy	90 +23	+34%	+$6.73K	﹤0.01%	1375
2026 Q2	$25K	Hold	67	–	–	﹤0.01%	1276
2026 Q1	$21.6K	Buy	+67	New	+$19.4K	﹤0.01%	1259
2025 Q4	–	Sell	-35	Closed	-$5.96K	–	658
2025 Q3	$5.96K	Buy	+35	New	+$5.27K	﹤0.01%	1358
2025 Q2	–	Sell	-131	Closed	-$12.5K	–	629
2025 Q1	$12.5K	Buy	131 +35	+36%	+$4K	﹤0.01%	1196
2024 Q4	$11.1K	Buy	+96	New	+$10.8K	﹤0.01%	1219
2024 Q2	–	Sell	-24	Closed	-$2.61K	–	2200
2024 Q1	$2.61K	Buy	+24	New	+$2.45K	﹤0.01%	1496

Other funds holding AEIS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CWM

Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return

Mather Group's AEIS Position: Q3 2026 in Review

Mather Group increased its Advanced Energy (AEIS) stake by 34% in Q3 2026, buying an estimated $6.73K and bringing the position to 90 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Mather Group first reported a position in AEIS in Q1 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

Mather Group held 90 shares of Advanced Energy worth $25.4K as of Q3 2026.
Mather Group bought 23 Advanced Energy shares in Q3 2026, an estimated $6.73K.
Advanced Energy made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1375 holding.
Mather Group first reported a position in Advanced Energy in Q1 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.