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NewEdge Advisors’s Advanced Energy AEIS Stock Holding History

NewEdge Advisors’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 		$698K Buy
1,873
+636
+51% +$222K ﹤0.01% 1910
2026
Q1 		$399K Sell
1,237
-20
-2% -$5.8K ﹤0.01% 2156
2025
Q4 		$263K Buy
1,257
+870
+225% +$177K ﹤0.01% 2402
2025
Q3 		$65.8K Buy
+387
New +$58.3K ﹤0.01% 2745
2024
Q2 		– Sell
-2,569
Closed -$262K – 3784
2024
Q1 		$262K Sell
2,569
-69
-3% -$7.04K ﹤0.01% 1703
2023
Q4 		$284K Buy
2,638
+73
+3% +$7.1K ﹤0.01% 1564
2023
Q3 		$265K Buy
+2,565
New +$287K ﹤0.01% 1496
2017
Q3 		– Sell
-58
Closed -$3.96K – 389
2017
Q2 		$3.96K Buy
+58
New +$4.24K ﹤0.01% 1185

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

NewEdge Advisors's AEIS Position: Q2 2026 in Review

NewEdge Advisors increased its Advanced Energy (AEIS) stake by 51% in Q2 2026, buying an estimated $222K and bringing the position to 1,873 shares worth $698K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

NewEdge Advisors first reported a position in AEIS in Q2 2017 and has held it in 8 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • NewEdge Advisors held 1,873 shares of Advanced Energy worth $698K as of Q2 2026.
  • NewEdge Advisors bought 636 Advanced Energy shares in Q2 2026, an estimated $222K.
  • Advanced Energy made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1910 holding.
  • NewEdge Advisors first reported a position in Advanced Energy in Q2 2017 and has held it in 8 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.