MBL Wealth
AEIS icon

MBL Wealth’s Advanced Energy AEIS Stock Holding History

MBL 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
Q3 		$261K Buy
+927
New +$271K 0.02% 513

Other funds holding AEIS

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
GW&K Investment Management
GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

MBL Wealth's AEIS Position: Q3 2026 in Review

MBL Wealth opened a new position in Advanced Energy (AEIS) in Q3 2026: 927 shares worth $261K. The stake represents 0.02% of the portfolio and ranks #513 among its holdings.

467 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • MBL Wealth held 927 shares of Advanced Energy worth $261K as of Q3 2026.
  • Advanced Energy was a new MBL Wealth position in Q3 2026.
  • Advanced Energy made up 0.02% of MBL Wealth's portfolio in Q3 2026, its #513 holding.
  • 467 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.