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NewEdge Wealth’s Advanced Energy AEIS Stock Holding History

NewEdge 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
Q2 		$288K Buy
+772
New +$270K ﹤0.01% 1054
2021
Q2 		– Sell
-4,361
Closed -$476K – 276
2021
Q1 		$476K Buy
+4,361
New +$473K 0.05% 224

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 Wealth's AEIS Position: Q2 2026 in Review

NewEdge Wealth opened a new position in Advanced Energy (AEIS) in Q2 2026: 772 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #1054 among its holdings. This is a return to the name: NewEdge Wealth previously reported a position in AEIS as recently as Q1 2021.

NewEdge Wealth first reported a position in AEIS in Q1 2021 and has held it in 2 quarters since. The position peaked at $476K in Q1 2021. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • NewEdge Wealth held 772 shares of Advanced Energy worth $288K as of Q2 2026.
  • Advanced Energy was a new NewEdge Wealth position in Q2 2026.
  • Advanced Energy made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #1054 holding.
  • NewEdge Wealth first reported a position in Advanced Energy in Q1 2021 and has held it in 2 quarters since.
  • NewEdge Wealth's Advanced Energy position peaked at $476K in Q1 2021.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.