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Triangle Securities Wealth Management’s Advanced Energy AEIS Stock Holding History

Triangle Securities 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 		$224K Sell
602
-249
-29% -$87.1K 0.04% 205
2026
Q1 		$275K Sell
851
-239
-22% -$69.3K 0.06% 184
2025
Q4 		$228K Buy
+1,090
New +$222K 0.05% 200

Other funds holding AEIS

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Triangle Securities Wealth Management's AEIS Position: Q2 2026 in Review

Triangle Securities Wealth Management reduced its Advanced Energy (AEIS) stake by 29% in Q2 2026, selling an estimated $87.1K and leaving 602 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #205.

Triangle Securities Wealth Management first reported a position in AEIS in Q4 2025 and has held it in 3 quarters since. The position peaked at $275K in Q1 2026. 83 funds tracked by Wall St. Rank hold AEIS as of Q2 2026.

  • Triangle Securities Wealth Management held 602 shares of Advanced Energy worth $224K as of Q2 2026.
  • Triangle Securities Wealth Management sold 249 Advanced Energy shares in Q2 2026, an estimated $87.1K.
  • Advanced Energy made up 0.04% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Triangle Securities Wealth Management first reported a position in Advanced Energy in Q4 2025 and has held it in 3 quarters since.
  • Triangle Securities Wealth Management's Advanced Energy position peaked at $275K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.