Private Wealth Management Group’s Advanced Energy AEIS Stock Holding History

Private Wealth Management 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	$2.61K	Hold	7	–	–	﹤0.01%	1071
2026 Q1	$2.26K	Hold	7	–	–	﹤0.01%	1047
2025 Q4	$1.47K	Hold	7	–	–	﹤0.01%	1174
2025 Q3	$1.19K	Hold	7	–	–	﹤0.01%	1240
2025 Q2	$928	Sell	7 -42	-86%	-$4.63K	﹤0.01%	1302
2025 Q1	$4.67K	Buy	49 +15	+44%	+$1.71K	﹤0.01%	760
2024 Q4	$3.93K	Hold	34	–	–	﹤0.01%	841
2024 Q3	$3.58K	Sell	34 -18	-35%	-$1.89K	﹤0.01%	859
2024 Q2	$5.66K	Buy	52 +27	+108%	+$2.76K	﹤0.01%	661
2024 Q1	$2.55K	Hold	25	–	–	﹤0.01%	868
2023 Q4	$2.72K	Buy	+25	New	+$2.43K	﹤0.01%	841

Other funds holding AEIS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's AEIS Position: Q2 2026 in Review

Private Wealth Management Group held its Advanced Energy (AEIS) position steady in Q2 2026 at 7 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Private Wealth Management Group first reported a position in AEIS in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.66K in Q2 2024. 681 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

Private Wealth Management Group held 7 shares of Advanced Energy worth $2.61K as of Q2 2026.
Private Wealth Management Group left its Advanced Energy share count unchanged in Q2 2026.
Advanced Energy made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1071 holding.
Private Wealth Management Group first reported a position in Advanced Energy in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Advanced Energy position peaked at $5.66K in Q2 2024.
681 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.