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Mirabella Financial Services’s Advanced Energy AEIS Stock Holding History

Mirabella Financial Services’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 		$533K Sell
1,429
-43
-3% -$15K 0.05% 240
2026
Q1 		$475K Sell
1,472
-286
-16% -$82.9K 0.05% 291
2025
Q4 		$368K Buy
+1,758
New +$358K 0.03% 383
2024
Q2 		– Sell
-5,220
Closed -$532K – 427
2024
Q1 		$532K Buy
+5,220
New +$532K 0.04% 282

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mirabella Financial Services's AEIS Position: Q2 2026 in Review

Mirabella Financial Services reduced its Advanced Energy (AEIS) stake by 2.9% in Q2 2026, selling an estimated $15K and leaving 1,429 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #240.

Mirabella Financial Services first reported a position in AEIS in Q1 2024 and has held it in 4 quarters since. 682 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Mirabella Financial Services held 1,429 shares of Advanced Energy worth $533K as of Q2 2026.
  • Mirabella Financial Services sold 43 Advanced Energy shares in Q2 2026, an estimated $15K.
  • Advanced Energy made up 0.05% of Mirabella Financial Services's portfolio in Q2 2026, its #240 holding.
  • Mirabella Financial Services first reported a position in Advanced Energy in Q1 2024 and has held it in 4 quarters since.
  • 682 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.