PWG
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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
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

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

Portside Wealth Group's AEIS Position: Q2 2026 in Review

Portside Wealth Group reduced its Advanced Energy (AEIS) stake by 5.3% in Q2 2026, selling an estimated $31.1K and leaving 1,595 shares worth $595K. The position accounts for 0.07% of the portfolio, ranked #268.

Portside Wealth Group first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Portside Wealth Group held 1,595 shares of Advanced Energy worth $595K as of Q2 2026.
  • Portside Wealth Group sold 89 Advanced Energy shares in Q2 2026, an estimated $31.1K.
  • Advanced Energy made up 0.07% of Portside Wealth Group's portfolio in Q2 2026, its #268 holding.
  • Portside Wealth Group first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.