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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Peterson Wealth Services's AEIS Position: Q2 2026 in Review

Peterson Wealth Services increased its Advanced Energy (AEIS) stake by 9.8% in Q2 2026, buying an estimated $216K and bringing the position to 6,934 shares worth $2.59M. The position accounts for 0.56% of the portfolio, ranked #47.

Peterson Wealth Services first reported a position in AEIS in Q4 2023 and has held it in 11 quarters since. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Peterson Wealth Services held 6,934 shares of Advanced Energy worth $2.59M as of Q2 2026.
  • Peterson Wealth Services bought 618 Advanced Energy shares in Q2 2026, an estimated $216K.
  • Advanced Energy made up 0.56% of Peterson Wealth Services's portfolio in Q2 2026, its #47 holding.
  • Peterson Wealth Services first reported a position in Advanced Energy in Q4 2023 and has held it in 11 quarters since.
  • 681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.