Portside Wealth Group
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Portside Wealth Group’s Advanced Energy AEIS Stock Holding History

Portside Wealth Group’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 		$389K Sell
1,381
-214
-13% -$62.6K 0.04% 352
2026
Q2 		$595K Sell
1,595
-89
-5% -$31.1K 0.07% 268
2026
Q1 		$543K Buy
1,684
+250
+17% +$72.5K 0.07% 242
2025
Q4 		$300K Buy
+1,434
New +$292K 0.04% 363

Other funds holding AEIS

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Artemis Investment Management
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
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return

Portside Wealth Group's AEIS Position: Q3 2026 in Review

Portside Wealth Group reduced its Advanced Energy (AEIS) stake by 13% in Q3 2026, selling an estimated $62.6K and leaving 1,381 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #352.

Portside Wealth Group first reported a position in AEIS in Q4 2025 and has held it in 4 quarters since. The position peaked at $595K in Q2 2026. 112 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Portside Wealth Group held 1,381 shares of Advanced Energy worth $389K as of Q3 2026.
  • Portside Wealth Group sold 214 Advanced Energy shares in Q3 2026, an estimated $62.6K.
  • Advanced Energy made up 0.04% of Portside Wealth Group's portfolio in Q3 2026, its #352 holding.
  • Portside Wealth Group first reported a position in Advanced Energy in Q4 2025 and has held it in 4 quarters since.
  • Portside Wealth Group's Advanced Energy position peaked at $595K in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.