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SHP Wealth Management’s Advanced Energy AEIS Stock Holding History

SHP 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
Q1 		$645 Buy
+2
New +$580 ﹤0.01% 1571

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's AEIS Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Advanced Energy (AEIS) in Q1 2026: 2 shares worth $645. The stake represents ﹤0.01% of the portfolio and ranks #1571 among its holdings.

576 funds tracked by Wall St. Rank hold AEIS as of Q1 2026.

  • SHP Wealth Management held 2 shares of Advanced Energy worth $645 as of Q1 2026.
  • Advanced Energy was a new SHP Wealth Management position in Q1 2026.
  • Advanced Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1571 holding.
  • 576 funds tracked by Wall St. Rank held Advanced Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.