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Sowell Financial Services’s Advanced Energy AEIS Stock Holding History

Sowell Financial Services’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 		$489K Sell
1,312
-23
-2% -$8.04K 0.02% 660
2026
Q1 		$431K Buy
1,335
+86
+7% +$24.9K 0.02% 692
2025
Q4 		$262K Buy
+1,249
New +$254K 0.01% 885
2021
Q2 		– Sell
-236
Closed -$21K – 554
2021
Q1 		$21K Buy
236
+101
+75% +$10.9K ﹤0.01% 2041
2020
Q4 		$13K Buy
135
+31
+30% +$2.64K ﹤0.01% 1901
2020
Q3 		$7K Buy
+104
New +$7.26K ﹤0.01% 1896
2020
Q2 		– Sell
-11
Closed -$1K – 2438
2020
Q1 		$1K Sell
11
-9
-45% -$571 ﹤0.01% 2169
2019
Q4 		$1K Sell
20
-20
-50% -$1.24K ﹤0.01% 2281
2019
Q3 		$2K Buy
+40
New +$2.16K ﹤0.01% 2025

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

Sowell Financial Services's AEIS Position: Q2 2026 in Review

Sowell Financial Services reduced its Advanced Energy (AEIS) stake by 1.7% in Q2 2026, selling an estimated $8.04K and leaving 1,312 shares worth $489K. The position accounts for 0.02% of the portfolio, ranked #660.

Sowell Financial Services first reported a position in AEIS in Q3 2019 and has held it in 9 quarters since. 679 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Sowell Financial Services held 1,312 shares of Advanced Energy worth $489K as of Q2 2026.
  • Sowell Financial Services sold 23 Advanced Energy shares in Q2 2026, an estimated $8.04K.
  • Advanced Energy made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #660 holding.
  • Sowell Financial Services first reported a position in Advanced Energy in Q3 2019 and has held it in 9 quarters since.
  • 679 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.