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R Squared’s Advanced Energy AEIS Stock Holding History

R Squared’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 		$329K Buy
+883
New +$309K 0.17% 192

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

R Squared's AEIS Position: Q2 2026 in Review

R Squared opened a new position in Advanced Energy (AEIS) in Q2 2026: 883 shares worth $329K. The stake represents 0.17% of the portfolio and ranks #192 among its holdings.

678 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • R Squared held 883 shares of Advanced Energy worth $329K as of Q2 2026.
  • Advanced Energy was a new R Squared position in Q2 2026.
  • Advanced Energy made up 0.17% of R Squared's portfolio in Q2 2026, its #192 holding.
  • 678 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.