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Parkworth Wealth Management’s Advanced Energy AEIS Stock Holding History

Parkworth Wealth 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
2025
Q2 		$133 Hold
1
– – ﹤0.01% 1060
2025
Q1 		$95 Hold
1
– – ﹤0.01% 949
2024
Q4 		$116 Buy
+1
New +$112 ﹤0.01% 928

Other funds holding AEIS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parkworth Wealth Management's AEIS Position: Q2 2025 in Review

Parkworth Wealth Management held its Advanced Energy (AEIS) position steady in Q2 2025 at 1 share worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Parkworth Wealth Management first reported a position in AEIS in Q4 2024 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold AEIS as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Advanced Energy worth $133 as of Q2 2025.
  • Parkworth Wealth Management left its Advanced Energy share count unchanged in Q2 2025.
  • Advanced Energy made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1060 holding.
  • Parkworth Wealth Management first reported a position in Advanced Energy in Q4 2024 and has held it in 3 quarters since.
  • 371 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.