Oak Harvest Investment Services’s Advanced Energy AEIS Stock Holding History

Oak Harvest Investment 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	$2.61M	Buy	+7,000	New	+$2.45M	0.24%	86

Other funds holding AEIS

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Oak Harvest Investment Services's AEIS Position: Q2 2026 in Review

Oak Harvest Investment Services opened a new position in Advanced Energy (AEIS) in Q2 2026: 7,000 shares worth $2.61M. The stake represents 0.24% of the portfolio and ranks #86 among its holdings.

134 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Oak Harvest Investment Services held 7,000 shares of Advanced Energy worth $2.61M as of Q2 2026.
Advanced Energy was a new Oak Harvest Investment Services position in Q2 2026.
Advanced Energy made up 0.24% of Oak Harvest Investment Services's portfolio in Q2 2026, its #86 holding.
134 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.