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MJT & Associates Financial Advisory’s Advanced Energy AEIS Stock Holding History

MJT & Associates Financial Advisory’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 		$3.1K Hold
11
– – ﹤0.01% 320
2026
Q2 		$4.1K Sell
11
-7
-39% -$2.45K ﹤0.01% 304
2026
Q1 		$5.81K Sell
18
-22
-55% -$6.38K ﹤0.01% 247
2025
Q4 		$8.38K Hold
40
– – 0.01% 205
2025
Q3 		$6.81K Hold
40
– – 0.01% 249
2025
Q2 		$5.3K Buy
40
+8
+25% +$881 0.01% 294
2025
Q1 		$3.05K Buy
+32
New +$3.66K ﹤0.01% 365

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
AB
ANB Bank Denver, Colorado $282M AUM 20.31% 1-Year Est. Return

MJT & Associates Financial Advisory's AEIS Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Advanced Energy (AEIS) position steady in Q3 2026 at 11 shares worth $3.1K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

MJT & Associates Financial Advisory first reported a position in AEIS in Q1 2025 and has held it in 7 quarters since. The position peaked at $8.38K in Q4 2025. 25 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • MJT & Associates Financial Advisory held 11 shares of Advanced Energy worth $3.1K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Advanced Energy share count unchanged in Q3 2026.
  • Advanced Energy made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #320 holding.
  • MJT & Associates Financial Advisory first reported a position in Advanced Energy in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's Advanced Energy position peaked at $8.38K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.