Peterson Wealth Services’s Advanced Energy AEIS Stock Holding History

Peterson Wealth 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 Q3	$2.16M	Buy	7,676 +742	+11%	+$217K	0.46%	50
2026 Q2	$2.59M	Buy	6,934 +618	+10%	+$216K	0.56%	47
2026 Q1	$2.04M	Sell	6,316 -83	-1%	-$24.1K	0.5%	47
2025 Q4	$1.34M	Buy	6,399 +2,646	+71%	+$538K	0.34%	57
2025 Q3	$1.11M	Sell	3,753 -2,739	-42%	-$412K	0.27%	60
2025 Q2	$860K	Sell	6,492 -2	-0%	-$220	0.24%	65
2025 Q1	$619K	Sell	6,494 -2,123	-25%	-$243K	0.19%	73
2024 Q4	$996K	Buy	8,617 +528	+7%	+$59.4K	0.3%	68
2024 Q3	$851K	Buy	8,089 +1,018	+14%	+$107K	0.27%	74
2024 Q2	$769K	Buy	7,071 +823	+13%	+$84.3K	0.27%	73
2024 Q1	$637K	Buy	6,248 +4,350	+229%	+$444K	0.23%	80
2023 Q4	$207K	Buy	+1,898	New	+$185K	0.09%	100

Other funds holding AEIS

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

AHT

Amanah Holdings Trust London $1.79B AUM 618.88% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Peterson Wealth Services's AEIS Position: Q3 2026 in Review

Peterson Wealth Services increased its Advanced Energy (AEIS) stake by 11% in Q3 2026, buying an estimated $217K and bringing the position to 7,676 shares worth $2.16M. The position accounts for 0.46% of the portfolio, ranked #50.

Peterson Wealth Services first reported a position in AEIS in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.59M in Q2 2026. 183 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

Peterson Wealth Services held 7,676 shares of Advanced Energy worth $2.16M as of Q3 2026.
Peterson Wealth Services bought 742 Advanced Energy shares in Q3 2026, an estimated $217K.
Advanced Energy made up 0.46% of Peterson Wealth Services's portfolio in Q3 2026, its #50 holding.
Peterson Wealth Services first reported a position in Advanced Energy in Q4 2023 and has held it in 12 quarters since.
Peterson Wealth Services's Advanced Energy position peaked at $2.59M in Q2 2026.
183 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.