Papamarkou Wellner Asset Management’s Advanced Energy AEIS Stock Holding History

Papamarkou Wellner Asset Management’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	+760	New	+$266K	0.18%	60

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Papamarkou Wellner Asset Management's AEIS Position: Q2 2026 in Review

Papamarkou Wellner Asset Management opened a new position in Advanced Energy (AEIS) in Q2 2026: 760 shares worth $288K. The stake represents 0.18% of the portfolio and ranks #60 among its holdings.

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

Papamarkou Wellner Asset Management held 760 shares of Advanced Energy worth $288K as of Q2 2026.
Advanced Energy was a new Papamarkou Wellner Asset Management position in Q2 2026.
Advanced Energy made up 0.18% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #60 holding.
678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.