RWM
AEIS icon

Raffa Wealth Management’s Advanced Energy AEIS Stock Holding History

Raffa Wealth Management’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 Buy
7
+6
+600% +$2.1K ﹤0.01% 757
2026
Q1 		$323 Buy
+1
New +$290 ﹤0.01% 1112
2025
Q4 		– Sell
-5
Closed -$851 – 1164
2025
Q3 		$851 Buy
+5
New +$753 ﹤0.01% 932
2024
Q3 		– Sell
-203
Closed -$22.1K – 1086
2024
Q2 		$22.1K Hold
203
– – 0.01% 302
2024
Q1 		$20.7K Buy
+203
New +$20.7K 0.01% 307
2017
Q3 		– Sell
-20
Closed -$1.29K – 280
2017
Q2 		$1.29K Hold
20
– – ﹤0.01% 329
2017
Q1 		$1.37K Sell
20
-12
-38% -$741 ﹤0.01% 298
2016
Q4 		$1.75K Sell
32
-4
-11% -$205 ﹤0.01% 302
2016
Q3 		$1.7K Hold
36
– – ﹤0.01% 300
2016
Q2 		$1.37K Buy
36
+17
+89% +$608 ﹤0.01% 326
2016
Q1 		$661 Hold
19
– – ﹤0.01% 555
2015
Q4 		$536 Hold
19
– – ﹤0.01% 662
2015
Q3 		$500 Hold
19
– – ﹤0.01% 674
2015
Q2 		$522 Hold
19
– – ﹤0.01% 692
2015
Q1 		$488 Buy
+19
New +$483 ﹤0.01% 725

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
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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Raffa Wealth Management's AEIS Position: Q2 2026 in Review

Raffa Wealth Management increased its Advanced Energy (AEIS) stake by 600% in Q2 2026, buying an estimated $2.1K and bringing the position to 7 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

Raffa Wealth Management first reported a position in AEIS in Q1 2015 and has held it in 15 quarters since. The position peaked at $22.1K in Q2 2024. 638 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Raffa Wealth Management held 7 shares of Advanced Energy worth $2.61K as of Q2 2026.
  • Raffa Wealth Management bought 6 Advanced Energy shares in Q2 2026, an estimated $2.1K.
  • Advanced Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #757 holding.
  • Raffa Wealth Management first reported a position in Advanced Energy in Q1 2015 and has held it in 15 quarters since.
  • Raffa Wealth Management's Advanced Energy position peaked at $22.1K in Q2 2024.
  • 638 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

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