Sheets Smith Wealth Management
AEIS icon

Sheets Smith Wealth Management’s Advanced Energy AEIS Stock Holding History

Sheets Smith 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
Q3 		$1.47M Hold
5,203
– – 0.15% 137
2026
Q2 		$1.94M Sell
5,203
-250
-5% -$87.4K 0.19% 110
2026
Q1 		$1.76M Sell
5,453
-1,091
-17% -$316K 0.2% 112
2025
Q4 		$1.37M Sell
6,544
-1,094
-14% -$223K 0.15% 139
2025
Q3 		$1.3M Buy
7,638
+107
+1% +$16.1K 0.15% 141
2025
Q2 		$998K Buy
7,531
+128
+2% +$14.1K 0.12% 166
2025
Q1 		$706K Buy
7,403
+276
+4% +$31.5K 0.09% 202
2024
Q4 		$824K Buy
7,127
+230
+3% +$25.9K 0.1% 178
2024
Q3 		$726K Sell
6,897
-79
-1% -$8.29K 0.09% 192
2024
Q2 		$759K Hold
6,976
– – 0.09% 181
2024
Q1 		$711K Buy
6,976
+1
+0% +$102 0.08% 193
2023
Q4 		$760K Sell
6,975
-140
-2% -$13.6K 0.11% 162
2023
Q3 		$734K Buy
7,115
+175
+3% +$19.6K 0.11% 159
2023
Q2 		$773K Buy
6,940
+8
+0.1% +$763 0.11% 161
2023
Q1 		$679K Buy
6,932
+21
+0.3% +$1.98K 0.1% 169
2022
Q4 		$593K Hold
6,911
– – 0.09% 178
2022
Q3 		$535K Hold
6,911
– – 0.09% 178
2022
Q2 		$504K Buy
6,911
+1
+0% +$77 0.08% 179
2022
Q1 		$595K Sell
6,910
-4,170
-38% -$361K 0.08% 192
2021
Q4 		$1.01M Buy
11,080
+23
+0.2% +$2.05K 0.13% 152
2021
Q3 		$970K Hold
11,057
– – 0.13% 148
2021
Q2 		$1.25M Hold
11,057
– – 0.17% 129
2021
Q1 		$1.21M Hold
11,057
– – 0.18% 128
2020
Q4 		$1.07M Buy
11,057
+4,331
+64% +$369K 0.16% 128
2020
Q3 		$423K Sell
6,726
-35
-0.5% -$2.44K 0.07% 205
2020
Q2 		$458K Hold
6,761
– – 0.09% 162
2020
Q1 		$328K Buy
6,761
+441
+7% +$28K 0.07% 195
2019
Q4 		$450K Sell
6,320
-250
-4% -$15.6K 0.09% 221
2019
Q3 		$377K Sell
6,570
-40
-0.6% -$2.16K 0.08% 226
2019
Q2 		$372K Hold
6,610
– – 0.08% 245
2019
Q1 		$328K Sell
6,610
-42
-0.6% -$2.04K 0.07% 262
2018
Q4 		$286K Sell
6,652
-194
-3% -$8.64K 0.08% 235
2018
Q3 		$354K Buy
6,846
+82
+1% +$4.75K 0.07% 271
2018
Q2 		$393K Buy
6,764
+1,108
+20% +$70.1K 0.09% 225
2018
Q1 		$361K Buy
5,656
+70
+1% +$4.84K 0.09% 229
2017
Q4 		$377K Sell
5,586
-1,469
-21% -$118K 0.09% 228
2017
Q3 		$570K Sell
7,055
-150
-2% -$10.9K 0.14% 174
2017
Q2 		$466K Hold
7,205
– – 0.12% 175
2017
Q1 		$494K Hold
7,205
– – 0.13% 183
2016
Q4 		$394K Buy
7,205
+190
+3% +$9.7K 0.11% 199
2016
Q3 		$332K Sell
7,015
-1,460
-17% -$62.1K 0.09% 200
2016
Q2 		$322K Hold
8,475
– – 0.09% 192
2016
Q1 		$295K Hold
8,475
– – 0.09% 187
2015
Q4 		$239K Hold
8,475
– – 0.07% 200
2015
Q3 		$223K Buy
8,475
+280
+3% +$7.22K 0.08% 190
2015
Q2 		$225K Buy
+8,195
New +$222K 0.06% 215

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

Sheets Smith Wealth Management's AEIS Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Advanced Energy (AEIS) position steady in Q3 2026 at 5,203 shares worth $1.47M. The position accounts for 0.15% of the portfolio, ranked #137.

Sheets Smith Wealth Management first reported a position in AEIS in Q2 2015 and has held it in 46 quarters since. The position peaked at $1.94M in Q2 2026. 112 funds tracked by Wall St. Rank hold AEIS as of Q3 2026.

  • Sheets Smith Wealth Management held 5,203 shares of Advanced Energy worth $1.47M as of Q3 2026.
  • Sheets Smith Wealth Management left its Advanced Energy share count unchanged in Q3 2026.
  • Advanced Energy made up 0.15% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Sheets Smith Wealth Management first reported a position in Advanced Energy in Q2 2015 and has held it in 46 quarters since.
  • Sheets Smith Wealth Management's Advanced Energy position peaked at $1.94M in Q2 2026.
  • 112 funds tracked by Wall St. Rank held Advanced Energy as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.