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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Peterson Wealth Services's AEIS Position: Q1 2026 in Review

Peterson Wealth Services reduced its Advanced Energy (AEIS) stake by 1.3% in Q1 2026, selling an estimated $24.1K and leaving 6,316 shares worth $2.04M. The position accounts for 0.5% of the portfolio, ranked #47.

Peterson Wealth Services first reported a position in AEIS in Q4 2023 and has held it in 10 quarters since. 575 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • Peterson Wealth Services held 6,316 shares of Advanced Energy worth $2.04M as of Q1 2026.
  • Peterson Wealth Services sold 83 Advanced Energy shares in Q1 2026, an estimated $24.1K.
  • Advanced Energy made up 0.5% of Peterson Wealth Services's portfolio in Q1 2026, its #47 holding.
  • Peterson Wealth Services first reported a position in Advanced Energy in Q4 2023 and has held it in 10 quarters since.
  • 575 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on Peterson Wealth Services's 13F filing for Q1 2026, filed 30 Apr 2026.