MRA Advisory Group
AEIS icon

MRA Advisory Group’s Advanced Energy AEIS Stock Holding History

MRA Advisory 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 		$568K Buy
2,014
+206
+11% +$60.3K 0.21% 71
2026
Q2 		$674K Buy
+1,808
New +$632K 0.24% 68

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

MRA Advisory Group's AEIS Position: Q3 2026 in Review

MRA Advisory Group increased its Advanced Energy (AEIS) stake by 11% in Q3 2026, buying an estimated $60.3K and bringing the position to 2,014 shares worth $568K. The position accounts for 0.21% of the portfolio, ranked #71.

MRA Advisory Group first reported a position in AEIS in Q2 2026 and has held it in 2 quarters since. The position peaked at $674K in Q2 2026. 120 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • MRA Advisory Group held 2,014 shares of Advanced Energy worth $568K as of Q3 2026.
  • MRA Advisory Group bought 206 Advanced Energy shares in Q3 2026, an estimated $60.3K.
  • Advanced Energy made up 0.21% of MRA Advisory Group's portfolio in Q3 2026, its #71 holding.
  • MRA Advisory Group first reported a position in Advanced Energy in Q2 2026 and has held it in 2 quarters since.
  • MRA Advisory Group's Advanced Energy position peaked at $674K in Q2 2026.
  • 120 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.